Hagerty
HGTY
HGTY
116 hedge funds and large institutions have $955M invested in Hagerty in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 31 increasing their positions, 36 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
14% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 36
21% less capital invested
Capital invested by funds: $1.21B → $955M (-$253M)
70% less call options, than puts
Call options by funds: $117K | Put options by funds: $393K
Holders
116
Holding in Top 10
1
Calls
$117K
Puts
$393K
Top Buyers
| 1 | +$5.65M | |
| 2 | +$5.27M | |
| 3 | +$2.72M | |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.79M |
| 5 |
LC
Lincoln Capital
Lincoln,
Nebraska
|
+$1.61M |
Top Sellers
| 1 | -$5.71M | |
| 2 | -$4.06M | |
| 3 | -$2.88M | |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$655K |
| 5 |
TI
Trexquant Investment
Stamford,
Connecticut
|
-$590K |
