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Hagerty
HGTY

Overview Fund Activity

79 hedge funds and large institutions have $752M invested in Hagerty in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
32
Reduced
18
Closed
7
Calls
$175K
Puts
$102K
Net Calls
+$73K
Net Calls Change
-$78K

Top Buyers

1
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$527M
2
GRIM
Greenhaven Road Investment Management
Connecticut
$15.3M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$43.1M
4
Citadel Advisors
Citadel Advisors
Florida
$1.29M
5
Millennium Management
Millennium Management
New York
$1.15M

Top Sellers

1
GCIA
Gabelli & Co Investment Advisers
New York
$0
2
Jane Street
Jane Street
New York
$0
3
VF
Virtu Financial
New York
$0
4
CIM
Confluence Investment Management
Missouri
$3.58M
5
OQS
Occudo Quantitative Strategies
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RAM
26
Redmond Asset Management
Virginia
$610K -$15.3K -1,500 -2%
UBS AM
27
UBS AM
Illinois
$606K -$70.4K -6,923 -10%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$587K -$722 -71 -0.1%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$585K -$9.61K -945 -2%
1CP
30
17 Capital Partners
Arizona
$559K +$50.9K +5,000 +10%
Swiss National Bank
31
Swiss National Bank
Switzerland
$509K – – –
TI
32
Trexquant Investment
Connecticut
$493K +$385K +37,859 +355%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$425K +$150K +14,718 +54%
CSS
34
Cubist Systematic Strategies
Connecticut
$413K +$413K +40,632 New
Goldman Sachs
35
Goldman Sachs
New York
$411K +$80K +7,867 +24%
RJA
36
Raymond James & Associates
Florida
$328K -$2.03K -200 -0.6%
Ameriprise
37
Ameriprise
Minnesota
$323K – – –
Barclays
38
Barclays
United Kingdom
$321K +$60.1K +5,932 +23%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$315K +$15.3K +1,504 +5%
MIM
40
Meixler Investment Management
Arizona
$279K +$24.7K +2,430 +10%
UBS Group
41
UBS Group
Switzerland
$273K +$61.9K +6,083 +29%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$273K -$4.53K -443 -2%
CI
43
CAZ Investments
Texas
$258K +$103K +10,000 +67%
GFG
44
Goldstone Financial Group
Illinois
$236K – – –
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$228K -$4.26K -419 -2%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$226K +$121K +11,866 +114%
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$194K +$58.1K +5,714 +43%
PPA
48
Painted Porch Advisors
California
$190K +$105K +10,297 +123%
LAM
49
Lakewood Asset Management
Illinois
$186K +$186K +18,243 New
PP
50
PDT Partners
New York
$185K +$185K +18,165 New
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