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Hagerty
HGTY

Overview Fund Activity

69 hedge funds and large institutions have $580M invested in Hagerty in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+11
Holders Change %
+18.97%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
17
Reduced
15
Closed
7
Calls
–
Puts
$129K
Net Calls
-$129K
Net Calls Change
-$371K

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$14.1M
2
PCH
Polar Capital Holdings
United Kingdom
$38.1M
3
CIM
Confluence Investment Management
Missouri
$4.26M
4
GIM
Granahan Investment Management
Massachusetts
$13.4M
5
RRAM
River Road Asset Management
Kentucky
$1.43M

Top Sellers

1
WA
Wasatch Advisors
Utah
$5.8M
2
SEI Investments
SEI Investments
Pennsylvania
$0
3
CWM
Cabot Wealth Management
Massachusetts
$91K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$40K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$136K
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
51
First Manhattan
New York
$21K – – –
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$20.9K – – –
Bank of America
53
Bank of America
North Carolina
$18.8K -$252 -30 -1%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
Wells Fargo
55
Wells Fargo
California
$15.7K -$13.5K -1,609 -46%
SPIA
56
Steward Partners Investment Advisory
New York
$14.2K +$12.7K +1,512 +864%
CFFP
57
Center for Financial Planning
Michigan
$10.7K – – –
CA
58
CoreCap Advisors
Michigan
$8.41K +$8.41K +1,000 New
Osaic Holdings
59
Osaic Holdings
Arizona
$7K -$8.58K -1,000 -55%
JFA
60
JNBA Financial Advisors
Minnesota
$6.47K – – –
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$5.26K – – –
Citigroup
62
Citigroup
New York
$5.19K +$59 +7 +1%
EWM
63
Evermay Wealth Management
Virginia
$2.94K +$2.94K +350 New
RFA
64
Register Financial Advisors
Georgia
$2.8K +$2.8K +333 New
CWM
65
Compass Wealth Management
Connecticut
$1.39K +$1.39K +165 New
CA
66
Centerpoint Advisors
Massachusetts
$1K – – –
ARS
67
Adirondack Retirement Specialists
New York
$841 – – –
NA
68
NewEdge Advisors
Louisiana
$136 – – –
SEI Investments
69
SEI Investments
Pennsylvania
– -$1.68M -187,263 Closed
Citadel Advisors
70
Citadel Advisors
Florida
– -$659K -73,224 Closed
OAM
71
Oppenheimer Asset Management
New York
– -$411K -45,686 Closed
OQS
72
Occudo Quantitative Strategies
Florida
– -$367K -40,834 Closed
BMSSC
73
B. Metzler seel. Sohn & Co
Germany
– -$325K -36,120 Closed
SSA
74
Schonfeld Strategic Advisors
New York
– -$271K -30,200 Closed
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
– -$9.89K -1,100 Closed
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