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Hagerty
HGTY

Overview Fund Activity

62 hedge funds and large institutions have $780M invested in Hagerty in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+11
Holders Change %
+21.57%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
19
Increased
21
Reduced
7
Closed
8
Calls
$228K
Puts
$454K
Net Calls
-$226K
Net Calls Change
-$348K

Top Buyers

1
WA
Wasatch Advisors
Utah
$92.2M
2
GRIM
Greenhaven Road Investment Management
Connecticut
$7.43M
3
FAM
Fenimore Asset Management
New York
$9.03M
4
CWM
Cabot Wealth Management
Massachusetts
$2.05M
5
BlackRock
BlackRock
New York
$5.61M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$0
2
FCM
FJ Capital Management
Virginia
$0
3
HF
HRT Financial
New York
$0
4
CSS
Cubist Systematic Strategies
Connecticut
$0
5
UBS Group
UBS Group
Switzerland
$669K
Name Holding Trade Value Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
26
California State Teachers Retirement System (CalSTRS)
California
$243K +$243K +21,155 New
UBS AM
27
UBS AM
Illinois
$240K +$240K +20,855 New
SSA
28
Schonfeld Strategic Advisors
New York
$212K -$32.3K -2,800 -13%
Goldman Sachs
29
Goldman Sachs
New York
$196K +$196K +17,054 New
CS
30
Credit Suisse
Switzerland
$190K +$190K +16,463 New
NA
31
NewEdge Advisors
Louisiana
$186K +$186K +16,182 New
PP
32
PDT Partners
New York
$182K +$182K +15,814 New
CI
33
CAZ Investments
Texas
$172K +$57.3K +5,000 +50%
RJA
34
Raymond James & Associates
Florida
$166K +$29.7K +2,579 +22%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$137K – – –
Victory Capital Management
36
Victory Capital Management
Texas
$125K +$276 +24 +0.2%
Millennium Management
37
Millennium Management
New York
$124K +$124K +10,795 New
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$119K +$119K +10,395 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$82K +$787 +69 +1%
Legal & General Group
40
Legal & General Group
United Kingdom
$71K +$71K +6,213 New
CPFP
41
Clear Perspectives Financial Planning
Ohio
$69K – – –
Wells Fargo
42
Wells Fargo
California
$49K +$2.8K +245 +6%
PCM
43
Penserra Capital Management
California
$45K +$29.5K +2,601 +190%
Bank of America
44
Bank of America
North Carolina
$40K +$31.9K +2,783 +391%
HNB
45
Huntington National Bank
Ohio
$36K -$14.9K -1,280 -29%
CA
46
CoreCap Advisors
Michigan
$34K +$34K +3,000 New
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$29K – – –
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$23K +$23K +1,970 New
Simplex Trading
49
Simplex Trading
Illinois
$22K +$5.49K +495 +33%
Osaic Holdings
50
Osaic Holdings
Arizona
$22K +$14.8K +1,286 +204%
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