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Hagerty
HGTY

Overview Fund Activity

58 hedge funds and large institutions have $604M invested in Hagerty in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-4
Holders Change %
-6.45%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
22
Reduced
9
Closed
12
Calls
$389K
Puts
$147K
Net Calls
+$242K
Net Calls Change
+$468K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$17.9M
2
GRIM
Greenhaven Road Investment Management
Connecticut
$7.91M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$966K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$867K
5
LC
Lincoln Capital
Nebraska
$1.21M

Top Sellers

1
WA
Wasatch Advisors
Utah
$53.9M
2
E
Ergoteles
New York
$0
3
GIM
Granahan Investment Management
Massachusetts
$12.5M
4
PP
PDT Partners
New York
$0
5
RJA
Raymond James & Associates
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OQS
26
Occudo Quantitative Strategies
Florida
$367K +$144K +16,050 +65%
Goldman Sachs
27
Goldman Sachs
New York
$346K +$193K +21,520 +126%
BMSSC
28
B. Metzler seel. Sohn & Co
Germany
$325K – – –
SSA
29
Schonfeld Strategic Advisors
New York
$271K +$106K +11,800 +64%
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$191K +$1.16K +129 +0.6%
UBS AM
31
UBS AM
Illinois
$187K – – –
CS
32
Credit Suisse
Switzerland
$148K +$45 +5 +0%
NA
33
NewEdge Advisors
Louisiana
$145K – – –
Bank of New York Mellon
34
Bank of New York Mellon
New York
$142K +$142K +15,839 New
CI
35
CAZ Investments
Texas
$135K – – –
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$125K +$17.3K +1,927 +16%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$106K +$12.9K +1,445 +14%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$97K +$97K +10,766 New
TRCT
39
Tower Research Capital (TRC)
New York
$88K +$88K +9,775 New
Legal & General Group
40
Legal & General Group
United Kingdom
$56K – – –
CPFP
41
Clear Perspectives Financial Planning
Ohio
$54K – – –
Wells Fargo
42
Wells Fargo
California
$31K -$7.21K -808 -19%
HNB
43
Huntington National Bank
Ohio
$28K – – –
PCH
44
Polar Capital Holdings
United Kingdom
$27K +$17.7K +1,964,748 +190%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$22K – – –
First Manhattan
46
First Manhattan
New York
$22K +$22K +2,500 New
Bank of America
47
Bank of America
North Carolina
$19K -$10.4K -1,233 -35%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
Osaic Holdings
49
Osaic Holdings
Arizona
$17K -$936 -100 -5%
CFFP
50
Center for Financial Planning
Michigan
$11K – – –
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