Stock Transactions — HERITAGE INSURANCE HLDGS INC

Total Bought
4,408,215
50 transactions
Total Sold
2,818,994
41 transactions
Net
+1,589,221
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
Invesco Ltd.0746,883+746,8830.000.00+0.00buy
MILLENNIUM MANAGEMENT LLC99,454553,797+454,3430.000.01+0.00buy
FRANKLIN RESOURCES INC0347,795+347,7950.000.00+0.00buy
Assenagon Asset Management S.A.86,201314,856+228,6550.000.01+0.01buy
MARSHALL WACE, LLP349,744577,287+227,5430.000.01+0.01buy
GOLDMAN SACHS GROUP INC11,229225,993+214,7640.000.00+0.00buy
DIMENSIONAL FUND ADVISORS LP1,103,1371,317,662+214,5250.000.00+0.00buy
Cubist Systematic Strategies, LLC30,897220,360+189,4630.000.03+0.02buy
Qube Research & Technologies Ltd289,550476,564+187,0140.000.01+0.00buy
Connor, Clark & Lunn Investment Management Ltd.112,214264,415+152,2010.000.01+0.01buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP118,759266,161+147,4020.000.00+0.00buy
Man Group plc194,245318,802+124,5570.000.01+0.01buy
AMERICAN CENTURY COMPANIES INC141,163264,913+123,7500.000.00+0.00buy
D. E. Shaw & Co., Inc.099,188+99,1880.000.00+0.00buy
JANE STREET GROUP, LLC140,034232,650+92,6160.000.00+0.00buy
TWO SIGMA INVESTMENTS, LP183,028271,756+88,7280.000.01+0.00buy
Jump Financial, LLC11,22476,060+64,8360.000.02+0.02buy
Trexquant Investment LP062,841+62,8410.000.01+0.01buy
KENNEDY CAPITAL MANAGEMENT LLC062,233+62,2330.000.01+0.01buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP375,264429,255+53,9910.000.00+0.00buy
STATE STREET CORP77,938119,038+41,1000.000.00+0.00buy
State of Wyoming040,221+40,2210.000.07+0.07buy
TWO SIGMA ADVISERS, LP184,100219,200+35,1000.000.01+0.00buy
Brevan Howard Capital Management LP034,908+34,9080.000.03+0.03buy
Ameritas Advisory Services, LLC034,790+34,7900.000.01+0.01buy
Squarepoint Ops LLC032,274+32,2740.000.00+0.00buy
Verition Fund Management LLC030,100+30,1000.000.00+0.00buy
HRT FINANCIAL LP025,799+25,7990.000.00+0.00buy
Y-Intercept (Hong Kong) Ltd025,731+25,7310.000.02+0.02buy
Schonfeld Strategic Advisors LLC16,93240,686+23,7540.000.00+0.00buy
OMERS ADMINISTRATION Corp023,000+23,0000.000.00+0.00buy
Annis Gardner Whiting Capital Advisors, LLC020,000+20,0000.000.08+0.08buy
Point72 Asia (Singapore) Pte. Ltd.1,62520,614+18,9890.000.06+0.05buy
ExodusPoint Capital Management, LP017,973+17,9730.000.00+0.00buy
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC014,565+14,5650.000.01+0.01buy
INSTRUMENTAL WEALTH, LLC13,29127,791+14,5000.090.10+0.01buy
Jefferies Financial Group Inc.012,700+12,7000.000.00+0.00buy
Belpointe Asset Management LLC012,543+12,5430.000.01+0.01buy
Fortis Capital Advisors, LLC012,543+12,5430.000.06+0.06buy
OCCUDO QUANTITATIVE STRATEGIES LP011,368+11,3680.000.02+0.02buy
CITIGROUP INC4,94812,183+7,2350.000.00+0.00buy
BRIDGEWAY CAPITAL MANAGEMENT, LLC285,375292,578+7,2030.040.06+0.02buy
Empowered Funds, LLC89,47596,678+7,2030.010.02+0.00buy
JPMORGAN CHASE & CO16,82623,145+6,3190.000.00+0.00buy
OSAIC HOLDINGS, INC.05,469+5,4690.000.00+0.00buy
Hapanowicz & Associates Financial Services, Inc10,00015,000+5,0000.040.09+0.05buy
CIBC Private Wealth Group LLC02,870+2,8700.000.00+0.00buy
MACQUARIE GROUP LTD0690+6900.000.00+0.00buy
SIMPLEX TRADING, LLC0633+6330.000.00+0.00buy
FMR LLC0307+3070.000.00+0.00buy
LSV ASSET MANAGEMENT39,80039,80000.000.00+0.00hold
RHUMBLINE ADVISERS1,3001,30000.000.00+0.00hold
BNP PARIBAS FINANCIAL MARKETS252500.000.00+0.00hold
Laurion Capital Management LP190,997190,99700.040.06+0.01hold
Capital Advisors, Ltd. LLC1,0621,06200.000.00+0.00hold
Russell Investments Group, Ltd.36,30036,30000.000.00+0.00hold
Newbridge Financial Services Group, Inc.2,0002,00000.010.01+0.00hold
Brandywine Global Investment Management, LLC10,19010,19000.000.00+0.00hold
CHARLES SCHWAB INVESTMENT MANAGEMENT INC10,12510,12500.000.00+0.00hold
BANK OF MONTREAL /CAN/90,63690,632-40.000.00+0.00sell
FEDERATED HERMES, INC.1,9411,876-650.000.00+0.00sell
VICTORY CAPITAL MANAGEMENT INC104,000102,000-2,0000.000.00+0.00sell
STIFEL FINANCIAL CORP72,23570,035-2,2000.000.00+0.00sell
Tower Research Capital LLC (TRC)6,1953,325-2,8700.000.00+0.00sell
Steward Partners Investment Advisory, LLC3,687810-2,8770.000.00-0.00sell
NewEdge Advisors, LLC3,574683-2,8910.000.00-0.00sell
NORTHERN TRUST CORP57,74251,887-5,8550.000.00+0.00sell
RITHOLTZ WEALTH MANAGEMENT34,09727,752-6,3450.010.01+0.00sell
O'SHAUGHNESSY ASSET MANAGEMENT, LLC77,69370,876-6,8170.010.01+0.00sell
LAZARD ASSET MANAGEMENT LLC9,1610-9,1610.000.00-0.00sell
BOOTHBAY FUND MANAGEMENT, LLC10,1120-10,1120.000.00-0.00sell
Graham Capital Management, L.P.10,5190-10,5190.000.00-0.00sell
Hillsdale Investment Management Inc.10,5500-10,5500.010.00-0.01sell
Informed Momentum Co LLC89,26276,079-13,1830.100.13+0.02sell
Quadrature Capital Ltd13,4790-13,4790.000.00-0.00sell
WELLS FARGO & COMPANY/MN13,5850-13,5850.000.00-0.00sell
Bank of New York Mellon Corp39,75524,169-15,5860.000.00-0.00sell
Susquehanna Portfolio Strategies, LLC16,9350-16,9350.000.00-0.00sell
Harbor Group, Inc.18,9180-18,9180.040.00-0.04sell
BALYASNY ASSET MANAGEMENT L.P.38,53716,519-22,0180.000.00-0.00sell
683 Capital Management, LLC24,2500-24,2500.020.00-0.02sell
RENAISSANCE TECHNOLOGIES LLC325,799299,299-26,5000.000.01+0.00sell
ALGERT GLOBAL LLC30,7000-30,7000.010.00-0.01sell
BARCLAYS PLC98,81467,675-31,1390.000.00-0.00sell
Quantbot Technologies LP35,7023,525-32,1770.010.00-0.01sell
GROUP ONE TRADING LLC35,8880-35,8880.010.00-0.01sell
Hudson Bay Capital Management LP47,2870-47,2870.000.00-0.00sell
GEODE CAPITAL MANAGEMENT, LLC304,194255,443-48,7510.000.00+0.00sell
Avantax Planning Partners, Inc.50,3830-50,3830.010.00-0.01sell
Maven Securities LTD72,2620-72,2620.050.00-0.05sell
MORGAN STANLEY384,702300,194-84,5080.000.00+0.00sell
AMERIPRISE FINANCIAL INC179,60450,442-129,1620.000.00-0.00sell
ESSEX INVESTMENT MANAGEMENT CO LLC372,076212,434-159,6420.480.45-0.03sell
LUMINUS MANAGEMENT LLC176,6760-176,6760.320.00-0.32sell
VANGUARD GROUP INC1,290,7101,096,035-194,6750.000.00+0.00sell
Pacific Ridge Capital Partners, LLC905,855687,393-218,4621.201.61+0.41sell
Alyeska Investment Group, L.P.256,6730-256,6730.010.00-0.01sell
DRIEHAUS CAPITAL MANAGEMENT LLC1,902,2351,617,229-285,0060.150.17+0.02sell
Empyrean Capital Partners, LP354,0000-354,0000.140.00-0.14sell
ACADIAN ASSET MANAGEMENT LLC500,688125,805-374,8830.010.00-0.01sell
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