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Hagerty

73 hedge funds and large institutions have $541M invested in Hagerty in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-1
Holders Change %
-1.35%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
29
Reduced
16
Closed
13
Calls
$107K
Puts
$1K
Net Calls
+$106K
Net Calls Change
+$81K
Name Holding Trade Value Shares
Change
Shares
Change %
1CP
26
17 Capital Partners
Arizona
$390K +$390K +50,000 New
Citadel Advisors
27
Citadel Advisors
Florida
$350K -$68K -8,723 -16%
Squarepoint
28
Squarepoint
New York
$299K -$203K -25,990 -40%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$289K +$3.74K +480 +1%
Barclays
30
Barclays
United Kingdom
$250K +$41.4K +5,320 +20%
Osaic Holdings
31
Osaic Holdings
Arizona
$245K +$240K +30,746 +4,919%
Two Sigma Investments
32
Two Sigma Investments
New York
$244K +$244K +31,310 New
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$217K +$67.1K +8,603 +45%
HSBC Holdings
34
HSBC Holdings
United Kingdom
$210K +$16.6K +2,158 +9%
UBS Group
35
UBS Group
Switzerland
$203K -$718K -92,082 -78%
CS
36
Credit Suisse
Switzerland
$196K
GWM
37
Grand Wealth Management
Michigan
$189K
GCP
38
GSA Capital Partners
United Kingdom
$182K +$182K +23,285 New
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$175K +$47 +6 +0%
UBS AM
40
UBS AM
Illinois
$163K
Goldman Sachs
41
Goldman Sachs
New York
$160K +$25.4K +3,261 +19%
MIM
42
Meixler Investment Management
Arizona
$157K +$2.73K +350 +2%
Group One Trading
43
Group One Trading
Illinois
$156K +$156K +20,000 New
CSS
44
Cubist Systematic Strategies
Connecticut
$145K -$105K -13,410 -42%
MIA
45
MeadowBrook Investment Advisors
Michigan
$132K +$132K +16,920 New
VA
46
Vident Advisory
Georgia
$129K +$15K +1,920 +13%
NA
47
NewEdge Advisors
Louisiana
$126K
Bank of New York Mellon
48
Bank of New York Mellon
New York
$124K -$145K -18,620 -54%
Legal & General Group
49
Legal & General Group
United Kingdom
$122K
CI
50
CAZ Investments
Texas
$117K