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Hagerty

69 hedge funds and large institutions have $580M invested in Hagerty in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+11
Holders Change %
+18.97%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
17
Reduced
15
Closed
7
Calls
Puts
$129K
Net Calls
-$129K
Net Calls Change
-$371K
Name Holding Trade Value Shares
Change
Shares
Change %
Marshall Wace
26
Marshall Wace
United Kingdom
$424K +$424K +50,407 New
Tudor Investment Corp
27
Tudor Investment Corp
Connecticut
$330K +$330K +39,248 New
Bank of New York Mellon
28
Bank of New York Mellon
New York
$307K +$173K +20,621 +130%
LPL Financial
29
LPL Financial
California
$257K +$257K +30,562 New
CI
30
CAZ Investments
Texas
$252K +$126K +15,000 +100%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$241K +$241K +28,694 New
Renaissance Technologies
32
Renaissance Technologies
New York
$213K +$213K +25,300 New
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$181K +$1.6K +190 +0.9%
UBS AM
34
UBS AM
Illinois
$175K
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$146K +$146K +17,403 New
CS
36
Credit Suisse
Switzerland
$137K -$1.84K -219 -1%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$136K -$675K -80,265 -83%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$123K +$23.7K +2,825 +24%
Goldman Sachs
39
Goldman Sachs
New York
$122K -$202K -24,023 -62%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$95K -$20.8K -2,500 -18%
CWM
41
Cabot Wealth Management
Massachusetts
$91K -$1.4M -167,623 -94%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$86K -$4.37K -521 -5%
LAM
43
Lakewood Asset Management
Illinois
$64K +$64K +7,571 New
Legal & General Group
44
Legal & General Group
United Kingdom
$52.3K
CPFP
45
Clear Perspectives Financial Planning
Ohio
$50.5K
QT
46
Quantbot Technologies
New York
$46.1K +$46.1K +5,481 New
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$40K -$848K -102,656 -95%
TRCT
48
Tower Research Capital (TRC)
New York
$27K -$54.1K -6,519 -67%
HNB
49
Huntington National Bank
Ohio
$26.1K
ASN
50
Advisory Services Network
Georgia
$22.5K +$22.5K +2,674 New