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Hagerty

76 hedge funds and large institutions have $638M invested in Hagerty in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
76
Holders Change
+3
Holders Change %
+4.11%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
25
Reduced
19
Closed
8
Calls
$67K
Puts
$1K
Net Calls
+$66K
Net Calls Change
-$40K
Name Market Value Shares Shares
Change
Shares
Change %
1CP
26
17 Capital Partners
Arizona
$458K 50,000
Swiss National Bank
27
Swiss National Bank
Switzerland
$458K 50,000
Citadel Advisors
28
Citadel Advisors
Florida
$446K 48,714 +3,793 +8%
Marshall Wace
29
Marshall Wace
United Kingdom
$366K 40,035 -14,040 -26%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$339K 37,050
Barclays
31
Barclays
United Kingdom
$294K 32,167 +32 +0.1%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$267K 29,231 +27,918 +2,126%
HSBC Holdings
33
HSBC Holdings
United Kingdom
$249K 27,196
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$247K 27,012 +13,383 +98%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$235K 25,735 -2,084 -7%
CS
36
Credit Suisse
Switzerland
$229K 25,080
MIM
37
Meixler Investment Management
Arizona
$223K 24,325 +4,250 +21%
GFG
38
Goldstone Financial Group
Illinois
$212K 23,197 +9,247 +66%
UBS Group
39
UBS Group
Switzerland
$209K 22,824 -3,192 -12%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$208K 22,786 +376 +2%
UBS AM
41
UBS AM
Illinois
$191K 20,855
Goldman Sachs
42
Goldman Sachs
New York
$190K 20,727 +248 +1%
Group One Trading
43
Group One Trading
Illinois
$183K 20,000
VA
44
Vident Advisory
Georgia
$174K 19,024 +2,528 +15%
NA
45
NewEdge Advisors
Louisiana
$148K 16,182
Legal & General Group
46
Legal & General Group
United Kingdom
$143K 15,626
MIA
47
MeadowBrook Investment Advisors
Michigan
$142K 15,520 -1,400 -8%
Squarepoint
48
Squarepoint
New York
$141K 15,365 -22,994 -60%
Connor, Clark & Lunn Investment Management (CC&L)
49
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$138K 15,063 +15,063 New
CI
50
CAZ Investments
Texas
$137K 15,000