HGTY icon

Hagerty

67 hedge funds and large institutions have $740M invested in Hagerty in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
27
Reduced
13
Closed
7
Calls
$368K
Puts
$1K
Net Calls
+$367K
Net Calls Change
+$95K
Name Holding Trade Value Shares
Change
Shares
Change %
Renaissance Technologies
26
Renaissance Technologies
New York
$425K +$41.7K +4,458 +11%
Morgan Stanley
27
Morgan Stanley
New York
$366K -$20.3K -2,172 -5%
Citadel Advisors
28
Citadel Advisors
Florida
$355K +$348K +37,150 +4,530%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$315K -$3.88K -414 -1%
CSS
30
Cubist Systematic Strategies
Connecticut
$299K +$299K +31,923 New
RJFSA
31
Raymond James Financial Services Advisors
Florida
$295K +$30.6K +3,269 +12%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$274K +$84.9K +9,075 +45%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$267K +$39.1K +4,177 +17%
CS
34
Credit Suisse
Switzerland
$247K +$95.1K +10,158 +62%
GWM
35
Grand Wealth Management
Michigan
$227K +$227K +24,234 New
Bank of America
36
Bank of America
North Carolina
$219K +$153K +16,348 +230%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$206K +$665 +71 +0.3%
UBS AM
38
UBS AM
Illinois
$182K
Goldman Sachs
39
Goldman Sachs
New York
$182K -$1.75K -187 -1%
NA
40
NewEdge Advisors
Louisiana
$151K
Legal & General Group
41
Legal & General Group
United Kingdom
$146K +$79K +8,442 +118%
CI
42
CAZ Investments
Texas
$140K
OQS
43
Occudo Quantitative Strategies
Florida
$119K +$119K +12,708 New
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$106K -$1.07K -114 -1%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$99K +$1.68K +179 +2%
Simplex Trading
46
Simplex Trading
Illinois
$93K +$4.05K +437 +5%
Barclays
47
Barclays
United Kingdom
$61K +$42.3K +4,494 +227%
Zurich Cantonal Bank
48
Zurich Cantonal Bank
Switzerland
$54.7K +$54.7K +5,847 New
Deutsche Bank
49
Deutsche Bank
Germany
$44.1K +$13.3K +1,419 +43%
Wells Fargo
50
Wells Fargo
California
$41.8K +$22.4K +2,397 +116%