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Hagerty
HGTY

Overview Fund Activity

62 hedge funds and large institutions have $780M invested in Hagerty in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+11
Holders Change %
+21.57%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
19
Increased
21
Reduced
7
Closed
8
Calls
$228K
Puts
$454K
Net Calls
-$226K
Net Calls Change
-$348K

Top Buyers

1
WA
Wasatch Advisors
Utah
$92.2M
2
GRIM
Greenhaven Road Investment Management
Connecticut
$7.43M
3
FAM
Fenimore Asset Management
New York
$9.03M
4
CWM
Cabot Wealth Management
Massachusetts
$2.05M
5
BlackRock
BlackRock
New York
$5.61M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$0
2
FCM
FJ Capital Management
Virginia
$0
3
HF
HRT Financial
New York
$0
4
CSS
Cubist Systematic Strategies
Connecticut
$0
5
UBS Group
UBS Group
Switzerland
$669K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFFP
51
Center for Financial Planning
Michigan
$15K – – –
PCH
52
Polar Capital Holdings
United Kingdom
$11.9K +$11.9K +1,035,252 New
JFA
53
JNBA Financial Advisors
Minnesota
$9K – – –
Citigroup
54
Citigroup
New York
$7K -$58.7K -5,065 -89%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$7K – – –
PFS
56
Prospera Financial Services
Texas
$7K – – –
SPIA
57
Steward Partners Investment Advisory
New York
$6K – – –
Fidelity Investments
58
Fidelity Investments
Massachusetts
$6K +$6K +500 New
TWC
59
TD Waterhouse Canada
Ontario, Canada
$5.86K +$2.34K +200 +67%
GWS
60
Glassman Wealth Services
Virginia
$4K +$4K +350 New
CA
61
Centerpoint Advisors
Massachusetts
$2K – – –
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$2K +$1.63K +110 +440%
T. Rowe Price Associates
63
T. Rowe Price Associates
Maryland
– -$12.4M -1,151,575 Closed
FCM
64
FJ Capital Management
Virginia
– -$1.71M -158,288 Closed
HF
65
HRT Financial
New York
– -$676K -62,704 Closed
CSS
66
Cubist Systematic Strategies
Connecticut
– -$424K -39,300 Closed
FIM
67
Freedom Investment Management
Connecticut
– -$149K -13,775 Closed
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
– -$122K -11,352 Closed
D.E. Shaw & Co
69
D.E. Shaw & Co
New York
– -$109K -10,142 Closed
TRCT
70
Tower Research Capital (TRC)
New York
– -$10K -881 Closed
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