HGTY icon

Hagerty
HGTY

Overview Fund Activity

58 hedge funds and large institutions have $604M invested in Hagerty in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-4
Holders Change %
-6.45%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
22
Reduced
9
Closed
12
Calls
$389K
Puts
$147K
Net Calls
+$242K
Net Calls Change
+$468K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$17.9M
2
GRIM
Greenhaven Road Investment Management
Connecticut
$7.91M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$966K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$867K
5
LC
Lincoln Capital
Nebraska
$1.21M

Top Sellers

1
WA
Wasatch Advisors
Utah
$53.9M
2
E
Ergoteles
New York
$0
3
GIM
Granahan Investment Management
Massachusetts
$12.5M
4
PP
PDT Partners
New York
$0
5
RJA
Raymond James & Associates
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
51
BNP Paribas Financial Markets
France
$9.89K +$9.89K +1,100 New
JFA
52
JNBA Financial Advisors
Minnesota
$7K – – –
Simplex Trading
53
Simplex Trading
Illinois
$6K -$10.7K -1,272 -64%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$6K – – –
Citigroup
55
Citigroup
New York
$5K +$49 +6 +1%
SPIA
56
Steward Partners Investment Advisory
New York
$2K -$3.71K -325 -65%
CA
57
Centerpoint Advisors
Massachusetts
$2K – – –
ARS
58
Adirondack Retirement Specialists
New York
$1K +$1K +100 New
E
59
Ergoteles
New York
– -$629K -54,722 Closed
PP
60
PDT Partners
New York
– -$182K -15,814 Closed
RJA
61
Raymond James & Associates
Florida
– -$166K -14,429 Closed
Victory Capital Management
62
Victory Capital Management
Texas
– -$125K -10,869 Closed
Millennium Management
63
Millennium Management
New York
– -$124K -10,795 Closed
PCM
64
Penserra Capital Management
California
– -$45K -3,971 Closed
CA
65
CoreCap Advisors
Michigan
– -$34K -3,000 Closed
PFS
66
Prospera Financial Services
Texas
– -$7K -600 Closed
TWC
67
TD Waterhouse Canada
Ontario, Canada
– -$5.86K -500 Closed
Fidelity Investments
68
Fidelity Investments
Massachusetts
– -$6K -500 Closed
GWS
69
Glassman Wealth Services
Virginia
– -$4K -350 Closed
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
– -$2K -135 Closed
1 2
3