Who owns Heritage Ins Hldgs?
- Ticker: HRTG
- CUSIP Number: 42727j102
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Analyze quarterly positions in Heritage Ins Hldgs with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Heritage Ins Hldgs stock
Who bought or sold Heritage Ins Hldgs this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| BlackRock | 1.9M | $24M | 100% | Sep 2024 |
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| BlackRock | 1.8M | $13M | 180% | Jun 2024 |
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| Dimensional Fund Advisors | 1.4M | $17M | -3% | Sep 2024 |
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| Vanguard Group | 1.3M | $8.9M | 15% | Jun 2024 |
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| Marshall Wace | 952k | $12M | 70% | Sep 2024 |
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| Invesco | 762k | $9.3M | 481% | Sep 2024 |
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| Pacific Ridge Capital Partners | 608k | $7.4M | -8% | Sep 2024 |
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| Acadian Asset Management | 577k | $7.1M | 41% | Sep 2024 |
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| Renaissance Technologies | 567k | $6.9M | 30% | Sep 2024 |
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| American Century Companies | 514k | $6.3M | 19% | Sep 2024 |
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| Geode Capital Management | 502k | $6.1M | -6% | Sep 2024 |
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| Connor, Clark & Lunn Investment Management | 389k | $4.8M | 22% | Sep 2024 |
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| Kennedy Capital Management | 382k | $2.7M | 514% | Jun 2024 |
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| Morgan Stanley | 382k | $2.7M | 27% | Jun 2024 |
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| Citadel Advisors | 340k | $4.2M | 469% | Sep 2024 |
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| AQR Capital Management | 314k | $3.8M | 100% | Sep 2024 |
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| Qube Research & Technologies | 301k | $2.1M | -37% | Jun 2024 |
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| State Street Corporation | 291k | $2.1M | 145% | Jun 2024 |
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| Bridgeway Capital Management | 265k | $1.9M | -9% | Jun 2024 |
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| Nuveen Asset Management | 251k | $1.8M | 100% | Jun 2024 |
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| Assenagon Asset Management | 235k | $2.9M | 88% | Sep 2024 |
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| Susquehanna International | 218k | $2.7M | 37% | Sep 2024 |
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| Cubist Systematic Strategies | 210k | $2.6M | -10% | Sep 2024 |
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| Two Sigma Investments | 192k | $1.4M | -29% | Jun 2024 |
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| Northern Trust | 183k | $2.2M | 252% | Sep 2024 |
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| Two Sigma Advisers | 164k | $1.2M | -25% | Jun 2024 |
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| Jpmorgan Chase & Co | 159k | $1.9M | 1517% | Sep 2024 |
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| Trexquant Investment | 142k | $1.7M | 29% | Sep 2024 |
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| Arrowstreet Capital, Limited Partnership | 141k | $1.7M | 85% | Sep 2024 |
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| Segall Bryant & Hamill | 126k | $1.5M | 100% | Sep 2024 |
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| D. E. Shaw & Co | 125k | $1.5M | 71% | Sep 2024 |
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| Empowered Funds | 110k | $1.3M | 5% | Sep 2024 |
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| GSA Capital Partners | 100k | $1.2M | 20% | Sep 2024 |
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| Bank of New York Mellon | 92k | $1.1M | 5% | Sep 2024 |
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| Victory Capital Management | 83k | $1.0M | -22% | Sep 2024 |
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| Jane Street | 77k | $948k | 65% | Sep 2024 |
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| First Trust Advisors | 77k | $939k | 100% | Sep 2024 |
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| Robeco Investment Management | 76k | $935k | 100% | Sep 2024 |
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| Susquehanna Fundamental Investments | 75k | $529k | 413% | Jun 2024 |
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| Eudaimonia Asset Management | 71k | $867k | 100% | Sep 2024 |
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| Stifel Financial | 69k | $486k | -2% | Jun 2024 |
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| Jump Financial | 67k | $817k | 20% | Sep 2024 |
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| Charles Schwab Investment Management | 64k | $784k | 0% | Sep 2024 |
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| ClariVest Asset Management | 61k | $435k | 0% | Sep 2024 |
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| LPL Financial | 58k | $704k | 100% | Sep 2024 |
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| Verdad Advisers | 55k | $389k | 100% | Jun 2024 |
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| O'shaughnessy Asset Management | 53k | $554k | -18% | Sep 2024 |
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| Goldman Sachs Group | 52k | $369k | -77% | Jun 2024 |
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| Bank of America Corporation | 49k | $605k | 98% | Sep 2024 |
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| Sei Investments | 42k | $515k | 100% | Sep 2024 |
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| Barclays | 41k | $503k | -19% | Sep 2024 |
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| Centiva Capital | 41k | $502k | 100% | Sep 2024 |
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| Sherbrooke Park Advisers | 40k | $492k | 100% | Sep 2024 |
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| LSV Asset Management | 40k | $487k | 0% | Sep 2024 |
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| Point72 Asset Management | 38k | $467k | 100% | Sep 2024 |
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| Russell Investments | 36k | $257k | 0% | Jun 2024 |
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| Rhumbline Advisers | 36k | $438k | 15% | Sep 2024 |
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| Verition Fund Management | 28k | $201k | -6% | Jun 2024 |
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| Instrumental Wealth | 28k | $291k | 0% | Sep 2024 |
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| ALPS Advisors | 24k | $294k | 100% | Sep 2024 |
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| Balyasny Asset Management | 23k | $162k | 39% | Jun 2024 |
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| Winton Capital | 22k | $272k | 100% | Sep 2024 |
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| Comprehensive Portfolio Management | 21k | $251k | -18% | Sep 2024 |
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| Occudo Quantitative Strategies | 20k | $243k | 100% | Sep 2024 |
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| Bnp Paribas Arbitrage, Snc | 19k | $235k | 413% | Sep 2024 |
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| Quantbot Technologies | 19k | $136k | 443% | Jun 2024 |
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| Squarepoint Ops | 19k | $131k | -43% | Jun 2024 |
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| Advisor Group Holdings | 18k | $216k | 222% | Sep 2024 |
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| CornerCap Investment Counsel | 17k | $206k | 100% | Sep 2024 |
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| Citigroup | 17k | $204k | 225% | Sep 2024 |
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| Heron Bay Capital Management | 16k | $201k | 100% | Sep 2024 |
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| Wolverine Trading | 16k | $248k | 100% | Sep 2024 |
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| Janney Montgomery Scott | 16k | $190k | 100% | Sep 2024 |
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| Royal Bank of Canada | 15k | $205k | -4% | Sep 2024 |
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| Graham Capital Management | 14k | $174k | 100% | Sep 2024 |
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| Dynamic Technology Lab Private | 14k | $100k | 100% | Jun 2024 |
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| Deutsche Bank Aktiengesellschaft | 14k | $166k | 1% | Sep 2024 |
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| MetLife Investment Advisors | 13k | $164k | 129% | Sep 2024 |
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| Franklin Resources | 13k | $140k | -82% | Sep 2024 |
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| Mirae Asset Global Etfs Holdings | 13k | $154k | 100% | Sep 2024 |
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| Belpointe Asset Management | 13k | $89k | 0% | Jun 2024 |
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| Fortis Capital Advisors | 13k | $89k | 0% | Jun 2024 |
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| Raymond James & Associates | 12k | $149k | 100% | Sep 2024 |
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| Fox Run Management | 12k | $141k | 100% | Sep 2024 |
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| Wells Fargo & Company | 11k | $136k | 4% | Sep 2024 |
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| Bayesian Capital Management | 11k | $132k | 100% | Sep 2024 |
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| Brandywine Global Investment Management | 10k | $107k | 0% | Sep 2024 |
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| Macquarie Group | 7.0k | $50k | 914% | Jun 2024 |
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| CWM | 4.5k | $55k | 100% | Sep 2024 |
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| Tower Research Capital | 4.0k | $29k | 21% | Jun 2024 |
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| nVerses Capital | 4.0k | $49k | 100% | Sep 2024 |
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| Atlantic Trust | 2.9k | $35k | 0% | Sep 2024 |
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| Group One Trading | 2.7k | $33k | 100% | Sep 2024 |
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| Quarry | 2.7k | $19k | 100% | Jun 2024 |
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| Summit Investment Advisors | 2.2k | $27k | 0% | Sep 2024 |
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| State of Wyoming | 2.0k | $14k | -95% | Jun 2024 |
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| Point72 | 1.8k | $22k | 100% | Sep 2024 |
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| Covestor | 1.7k | $20k | 100% | Sep 2024 |
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| California State Teachers Retirement System | 1.7k | $20k | 0% | Sep 2024 |
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| Goss Wealth Management | 1.5k | $11k | 125% | Jun 2024 |
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| Flaharty Asset Management | 1.3k | $16k | 100% | Sep 2024 |
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| Jaffetilchin Investment Partners | 1.2k | $14k | 100% | Sep 2024 |
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| OTR - Nominee Name for The State Teachers Retirement Board of Ohio | 1.1k | $14k | 100% | Sep 2024 |
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| Capital Advisors | 1.1k | $13k | 0% | Sep 2024 |
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| Ridgewood Investments | 1.0k | $12k | 0% | Sep 2024 |
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| New York State Common Retirement Fund | 900.00 | $11k | -94% | Sep 2024 |
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| Federated Investors | 891.00 | $11k | -45% | Sep 2024 |
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| Amalgamated Bank | 791.00 | $10k | 0% | Sep 2024 |
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| Capital Performance Advisors | 502.00 | $6.1k | 100% | Sep 2024 |
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| Steward Partners Investment Advisory | 250.00 | $1.8k | -69% | Jun 2024 |
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| Signature | 142.00 | $1.7k | 100% | Sep 2024 |
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| True Wealth Design | 142.00 | $1.7k | 100% | Sep 2024 |
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| Quadrant Capital | 109.00 | $1.3k | 100% | Sep 2024 |
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| Allspring Global Investments Holdings | 83.00 | $1.0k | 100% | Sep 2024 |
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| Sterling Capital Management | 73.00 | $894.001800 | 100% | Sep 2024 |
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| Lindbrook Capital | 47.00 | $574.998000 | 100% | Sep 2024 |
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| Parallel Advisors | 16.00 | $196.000000 | 100% | Sep 2024 |
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| Us Bancorp | 14.00 | $171.000200 | 100% | Sep 2024 |
|
| Global Retirement Partners | 4.00 | $49.000000 | 0% | Sep 2024 |
|
| National Bank Of Canada /fi/ | 1.00 | $12.000000 | 100% | Sep 2024 |
|
Who sold out of Heritage Ins Hldgs?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Driehaus Capital Management | Jun 2024 | 1.3M | $8.9M |
| Essex Investment Management | Jun 2024 | 245k | $1.7M |
| Millennium Management | Jun 2024 | 192k | $1.4M |
| Man Group | Jun 2024 | 138k | $977k |
| Legato Capital Management | Jun 2024 | 84k | $596k |
| Y-Intercept | Jun 2024 | 70k | $496k |
| Laurion Capital Management | Jun 2024 | 54k | $385k |
| Ameritas Advisory Services | Jun 2024 | 35k | $246k |
| OMERS Administration Corporation | Mar 2024 | 23k | $245k |
| Annis Gardner Whiting Capital Advisors | Mar 2024 | 20k | $213k |
| ExodusPoint Capital Management | Mar 2024 | 18k | $191k |
| Hapanowicz & Associates Financial Services | Jun 2024 | 15k | $106k |
| Leucadia National Corporation | Mar 2024 | 13k | $135k |
| ValMark Advisers | Jun 2024 | 11k | $80k |
| Innealta Capital | Jun 2024 | 4.2k | $30k |
| GAMMA Investing | Jun 2024 | 1.8k | $13k |
| Newbridge Financial Services Group | Jun 2024 | 1.0k | $7.1k |
| WR Wealth Planners | Jun 2024 | 300.00 | $2.1k |
| Toth Financial Advisory Corporation | Jun 2024 | 100.00 | $708.000000 |
| Financial Gravity Wealth | Mar 2024 | 20.00 | $215.000000 |