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Hagerty
HGTY

Overview Fund Activity

63 hedge funds and large institutions have $687M invested in Hagerty in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-6
Holders Change %
-8.7%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
25
Reduced
16
Closed
11
Calls
$273K
Puts
$1K
Net Calls
+$272K
Net Calls Change
+$401K

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$20.3M
2
GRIM
2
Greenhaven Road Investment Management
Connecticut
$89.5M
3
WCAU
3
Working Capital Advisors (UK)
United Kingdom
$1.45M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$895K
5
PCH
5
Polar Capital Holdings
United Kingdom
$40M

Top Sellers

1
GIM
1
Granahan Investment Management
Massachusetts
$11.2M
2
Millennium Management
2
Millennium Management
New York
$118K
3
CSS
3
Cubist Systematic Strategies
Connecticut
$0
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
IC
5
IEQ Capital
California
$243K
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
26
Renaissance Technologies
New York
$358K +$137K +15,642 +62%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$298K -$21.1K -2,415 -7%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$247K -$3.44K -393 -1%
IC
29
IEQ Capital
California
$243K -$417K -47,660 -63%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$213K +$84.7K +9,673 +66%
California State Teachers Retirement System (CalSTRS)
31
California State Teachers Retirement System (CalSTRS)
California
$191K +$3.61K +413 +2%
UBS AM
32
UBS AM
Illinois
$182K – – –
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$177K +$35.1K +4,016 +25%
Goldman Sachs
34
Goldman Sachs
New York
$171K +$44.2K +5,055 +35%
CS
35
Credit Suisse
Switzerland
$142K +$61 +7 +0%
NA
36
NewEdge Advisors
Louisiana
$141K – – –
Janus Henderson Group
37
Janus Henderson Group
United Kingdom
$132K +$132K +15,071 New
CI
38
CAZ Investments
Texas
$131K -$131K -15,000 -50%
Millennium Management
39
Millennium Management
New York
$118K -$702K -80,397 -86%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$91K +$1.09K +124 +1%
Simplex Trading
41
Simplex Trading
Illinois
$83K +$82.7K +9,557 +25,150%
Legal & General Group
42
Legal & General Group
United Kingdom
$62.8K +$8.49K +971 +16%
Bank of America
43
Bank of America
North Carolina
$62.1K +$42.6K +4,870 +218%
Deutsche Bank
44
Deutsche Bank
Germany
$28.8K +$28.8K +3,293 New
HNB
45
Huntington National Bank
Ohio
$27.1K – – –
ASN
46
Advisory Services Network
Georgia
$23.4K – – –
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$21.8K – – –
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$20K +$2.72K +310 +16%
Wells Fargo
49
Wells Fargo
California
$18.1K +$1.78K +204 +11%
Barclays
50
Barclays
United Kingdom
$17K +$17K +1,980 New
1
2
3