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Hagerty
HGTY

Overview Fund Activity

63 hedge funds and large institutions have $687M invested in Hagerty in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-6
Holders Change %
-8.7%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
25
Reduced
16
Closed
11
Calls
$273K
Puts
$1K
Net Calls
+$272K
Net Calls Change
+$401K

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$20.3M
2
GRIM
2
Greenhaven Road Investment Management
Connecticut
$89.5M
3
WCAU
3
Working Capital Advisors (UK)
United Kingdom
$1.45M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$895K
5
PCH
5
Polar Capital Holdings
United Kingdom
$40M

Top Sellers

1
GIM
1
Granahan Investment Management
Massachusetts
$11.2M
2
Millennium Management
2
Millennium Management
New York
$118K
3
CSS
3
Cubist Systematic Strategies
Connecticut
$0
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
IC
5
IEQ Capital
California
$243K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$11.8K -$2.99K -342 -20%
CFFP
52
Center for Financial Planning
Michigan
$11.1K – – –
Citadel Advisors
53
Citadel Advisors
Florida
$7.17K +$7.17K +820 New
JFA
54
JNBA Financial Advisors
Minnesota
$6.72K – – –
Citigroup
55
Citigroup
New York
$5.48K +$87 +10 +2%
Osaic Holdings
56
Osaic Holdings
Arizona
$5.46K -$1.67K -191 -23%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$5.46K – – –
RFA
58
Register Financial Advisors
Georgia
$2.91K – – –
CA
59
Centerpoint Advisors
Massachusetts
$2K – – –
AAS
60
Ameritas Advisory Services
Nebraska
$1.83K +$1.83K +200 New
CWM
61
Compass Wealth Management
Connecticut
$1.44K – – –
ARS
62
Adirondack Retirement Specialists
New York
$847 – – –
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$99 – – –
CSS
64
Cubist Systematic Strategies
Connecticut
– -$475K -56,443 Closed
Marshall Wace
65
Marshall Wace
United Kingdom
– -$424K -50,407 Closed
Tudor Investment Corp
66
Tudor Investment Corp
Connecticut
– -$330K -39,248 Closed
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
– -$146K -17,403 Closed
CWM
68
Cabot Wealth Management
Massachusetts
– -$91K -10,863 Closed
LAM
69
Lakewood Asset Management
Illinois
– -$64K -7,571 Closed
CPFP
70
Clear Perspectives Financial Planning
Ohio
– -$50.5K -6,000 Closed
QT
71
Quantbot Technologies
New York
– -$46.1K -5,481 Closed
TRCT
72
Tower Research Capital (TRC)
New York
– -$27K -3,256 Closed
First Manhattan
73
First Manhattan
New York
– -$21K -2,500 Closed
EWM
74
Evermay Wealth Management
Virginia
– -$2.94K -350 Closed
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