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Hagerty

51 hedge funds and large institutions have $719M invested in Hagerty in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+13
Holders Change %
+34.21%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
12
Reduced
9
Closed
7
Calls
$122K
Puts
Net Calls
+$122K
Net Calls Change
+$122K
Name Holding Trade Value Shares
Change
Shares
Change %
FIM
26
Freedom Investment Management
Connecticut
$149K -$98.2K -9,074 -40%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$129K -$2.01K -187 -2%
RJA
28
Raymond James & Associates
Florida
$128K +$128K +11,850 New
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$122K +$122K +11,352 New
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$109K +$109K +10,142 New
CI
31
CAZ Investments
Texas
$108K +$108K +10,000 New
Victory Capital Management
32
Victory Capital Management
Texas
$103K +$103K +10,845 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$77K +$2.19K +202 +3%
CPFP
34
Clear Perspectives Financial Planning
Ohio
$65K
Citigroup
35
Citigroup
New York
$61K +$61K +5,669 New
HNB
36
Huntington National Bank
Ohio
$47K
Wells Fargo
37
Wells Fargo
California
$43K -$3.33K -313 -7%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$27K
Simplex Trading
39
Simplex Trading
Illinois
$16K +$16K +1,488 New
PCM
40
Penserra Capital Management
California
$14K -$44.8K -4,380 -76%
CFFP
41
Center for Financial Planning
Michigan
$14K
TRCT
42
Tower Research Capital (TRC)
New York
$10K -$14.2K -1,247 -59%
JFA
43
JNBA Financial Advisors
Minnesota
$8K
Bank of America
44
Bank of America
North Carolina
$7K -$14.8M -1,500,538 -100%
Osaic Holdings
45
Osaic Holdings
Arizona
$7K -$26.3K -2,366 -79%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$7K
PFS
47
Prospera Financial Services
Texas
$6K +$6K +600 New
SPIA
48
Steward Partners Investment Advisory
New York
$5K
TWC
49
TD Waterhouse Canada
Ontario, Canada
$3.28K +$3.28K +300 New
CA
50
Centerpoint Advisors
Massachusetts
$2K +$571 +50 +40%