Hagerty
HGTY
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.
200% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 7
138% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 8
22% more funds holding
Funds holding: 51 → 62 (+11)
9% more capital invested
Capital invested by funds: $719M → $780M (+$61.7M)
2.84% more ownership
Funds ownership: 80.78% → 83.62% (+2.8%)
50% less call options, than puts
Call options by funds: $228K | Put options by funds: $454K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCH
Polar Capital Holdings
London,
United Kingdom
|
+$10.5M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$10.2M |
| 3 |
GRIM
Greenhaven Road Investment Management
Greenwich,
Connecticut
|
+$6.55M |
| 4 |
FAM
Fenimore Asset Management
Cobleskill,
New York
|
+$2.35M |
| 5 |
CWM
Cabot Wealth Management
Salem,
Massachusetts
|
+$1.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$12.4M |
| 2 |
FCM
FJ Capital Management
Mclean,
Virginia
|
-$1.71M |
| 3 |
HF
HRT Financial
New York
|
-$676K |
| 4 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$424K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$160K |
HGTY Hedge Fund Activity: Q2 2022 in Review
62 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Hagerty (HGTY) for Q2 2022, worth a combined $780M — up 8.6% from $719M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new HGTY positions and 8 closed out — a net gain of 11 holders — while 21 added to existing stakes and 7 trimmed.
The largest buyer was Polar Capital Holdings, opening a new position worth an estimated $10.5M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $12.4M sold.
- 62 institutional investors held Hagerty (HGTY) as of Q2 2022, up from 51 in Q1 2022.
- Funds reported $780M of Hagerty stock for Q2 2022, up 8.6% quarter-over-quarter.
- 19 funds opened new Hagerty positions in Q2 2022 and 8 closed out, a net change of +11 holders.
- The largest Hagerty buyer in Q2 2022 was Polar Capital Holdings, an estimated $10.5M added.
- The largest Hagerty seller in Q2 2022 was T. Rowe Price Associates, an estimated $12.4M sold.
Based on aggregated 13F filings for Q2 2022.