Hagerty
HGTY
38 hedge funds and large institutions have $938M invested in Hagerty in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
80.86% more ownership
Funds ownership: 0% → 80.86% (+81%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
+$781M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$106M |
| 3 |
MG
Markel Group
Glen Allen,
Virginia
|
+$46.8M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$31.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$23.4M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
26
CoreCap Advisors
Southfield,
Michigan
| $35K | +$39K | +2,500 | New |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $30K | +$33.2K | +2,128 | New |
|
28
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $28K | +$30.8K | +1,970 | New |
|
|
CFFP
29
Center for Financial Planning
Southfied,
Michigan
| $18K | +$19.9K | +1,275 | New |
|
|
NFG
30
Next Financial Group
Houston,
Texas
| $12K | +$13.3K | +853 | New |
|
|
JFA
31
JNBA Financial Advisors
Bloomington,
Minnesota
| $11K | +$12K | +769 | New |
|
32
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $9K | +$9.76K | +625 | New |
|
|
SPIA
33
Steward Partners Investment Advisory
New York
| $7K | +$7.81K | +500 | New |
|
|
CA
34
Centerpoint Advisors
Needham,
Massachusetts
| $2K | +$1.95K | +125 | New |
|
|
HNWA
35
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| $1K | +$937 | +60 | New |
|
|
FFG
36
Ford Financial Group
Fresno,
California
| $3 | +$3.72K | +238 | New |
|
37
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | +$234 | +15 | New |
|
|
CFGS
38
Concourse Financial Group Securities
Birmingham,
Alabama
| – | +$468 | +30 | New |
|
HGTY Hedge Fund Activity: Q4 2021 in Review
38 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Hagerty (HGTY) for Q4 2021, worth a combined $938M.
Buyers outnumbered sellers: 38 funds opened new HGTY positions and 0 closed out — a net gain of 38 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was State Farm Mutual Automobile Insurance, opening a new position worth an estimated $781M.
- 38 institutional investors held Hagerty (HGTY) as of Q4 2021, up from 0 in Q3 2021.
- Funds reported $938M of Hagerty stock for Q4 2021.
- 38 funds opened new Hagerty positions in Q4 2021 and 0 closed out, a net change of +38 holders.
- The largest Hagerty buyer in Q4 2021 was State Farm Mutual Automobile Insurance, an estimated $781M added.
Based on aggregated 13F filings for Q4 2021.