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Hagerty
HGTY

Overview Fund Activity

67 hedge funds and large institutions have $740M invested in Hagerty in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
27
Reduced
13
Closed
7
Calls
$368K
Puts
$1K
Net Calls
+$367K
Net Calls Change
+$95K

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$32M
2
WCAU
Working Capital Advisors (UK)
United Kingdom
$9.04M
3
BlackRock
BlackRock
New York
$5.63M
4
GC
Garde Capital
Washington
$936K
5
GCIA
Gabelli & Co Investment Advisers
New York
$718K

Top Sellers

1
GIM
Granahan Investment Management
Massachusetts
$1.75M
2
WA
Wasatch Advisors
Utah
$0
3
RRAM
River Road Asset Management
Kentucky
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$23K
5
CIM
Confluence Investment Management
Missouri
$4.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$30.9K +$30.9K +3,299 New
HNB
52
Huntington National Bank
Ohio
$29K – – –
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$23K -$951K -100,025 -98%
Acadian Asset Management
54
Acadian Asset Management
Massachusetts
$23K +$23K +2,526 New
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$18K -$2.83K -310 -14%
SPIA
56
Steward Partners Investment Advisory
New York
$15.2K +$2.59K +277 +21%
CFFP
57
Center for Financial Planning
Michigan
$11.9K – – –
HCA
58
Harbor Capital Advisors
Illinois
$8.74K +$8.74K +934 New
JFA
59
JNBA Financial Advisors
Minnesota
$7.2K – – –
Citigroup
60
Citigroup
New York
$5.89K +$19 +2 +0.3%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$5.85K – – –
Osaic Holdings
62
Osaic Holdings
Arizona
$4.45K -$1.4K -150 -24%
RFA
63
Register Financial Advisors
Georgia
$3.12K – – –
CA
64
Centerpoint Advisors
Massachusetts
$2K – – –
Fidelity Investments
65
Fidelity Investments
Massachusetts
$1.81K +$1.81K +193 New
CWM
66
Compass Wealth Management
Connecticut
$1.55K – – –
ARS
67
Adirondack Retirement Specialists
New York
$936 – – –
WA
68
Wasatch Advisors
Utah
– -$5.75M -658,398 Closed
RRAM
69
River Road Asset Management
Kentucky
– -$1.46M -167,605 Closed
IC
70
IEQ Capital
California
– -$243K -27,840 Closed
Millennium Management
71
Millennium Management
New York
– -$118K -13,514 Closed
ASN
72
Advisory Services Network
Georgia
– -$23.4K -2,674 Closed
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
– -$21.8K -2,490 Closed
AAS
74
Ameritas Advisory Services
Nebraska
– -$1.83K -200 Closed
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