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Hagerty
HGTY

Overview Fund Activity

90 hedge funds and large institutions have $726M invested in Hagerty in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+11
Holders Change %
+13.92%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
26
Reduced
26
Closed
7
Calls
$862K
Puts
$173K
Net Calls
+$689K
Net Calls Change
+$616K

Top Buyers

1
PM
Pembroke Management
Quebec, Canada
$9.2M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$45.6M
3
MG
Markel Group
Virginia
$30M
4
GCIA
Gabelli & Co Investment Advisers
New York
$997K
5
UBS Group
UBS Group
Switzerland
$823K

Top Sellers

1
GRIM
Greenhaven Road Investment Management
Connecticut
$11.9M
2
Vanguard Group
Vanguard Group
Pennsylvania
$25.7M
3
Citadel Advisors
Citadel Advisors
Florida
$544K
4
Millennium Management
Millennium Management
New York
$413K
5
RAM
Redmond Asset Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$798K -$102K -10,568 -11%
Morgan Stanley
27
Morgan Stanley
New York
$697K +$52.8K +5,473 +8%
VA
28
Vident Advisory
Georgia
$666K -$21.2K -2,197 -3%
UBS AM
29
UBS AM
Illinois
$620K +$44.1K +4,575 +8%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$599K +$415K +42,967 +225%
EIP
31
Epoch Investment Partners
New York
$547K +$547K +56,683 New
Janus Henderson Group
32
Janus Henderson Group
United Kingdom
$547K -$8.44K -875 -2%
Citadel Advisors
33
Citadel Advisors
Florida
$544K -$680K -70,458 -56%
1CP
34
17 Capital Partners
Arizona
$531K – – –
Swiss National Bank
35
Swiss National Bank
Switzerland
$511K +$29K +3,000 +6%
Millennium Management
36
Millennium Management
New York
$413K -$673K -69,777 -62%
Ameriprise
37
Ameriprise
Minnesota
$312K +$5.79K +600 +2%
Barclays
38
Barclays
United Kingdom
$299K -$6.51K -675 -2%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$295K -$3.76K -390 -1%
Goldman Sachs
40
Goldman Sachs
New York
$289K -$102K -10,532 -26%
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$283K -$120K -12,421 -30%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$281K +$269K +27,864 +2,185%
MIM
43
Meixler Investment Management
Arizona
$275K +$9.84K +1,020 +4%
PP
44
PDT Partners
New York
$259K +$83.9K +8,699 +48%
Legal & General Group
45
Legal & General Group
United Kingdom
$243K +$91.9K +9,522 +61%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$242K -$14.6K -1,521 -6%
Jane Street
47
Jane Street
New York
$230K +$230K +23,818 New
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$224K +$7.25K +751 +3%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$182K +$182K +18,827 New
GFG
50
Goldstone Financial Group
Illinois
$181K -$43.1K -4,465 -19%
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