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Hagerty

74 hedge funds and large institutions have $561M invested in Hagerty in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
20
Reduced
20
Closed
6
Calls
$35K
Puts
$10K
Net Calls
+$25K
Net Calls Change
-$342K
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$106K +$13.5K +1,650 +15%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$85K -$1.6K -195 -2%
OQS
53
Occudo Quantitative Strategies
Florida
$84.7K -$19.1K -2,341 -18%
Comerica Bank
54
Comerica Bank
Texas
$84K +$84K +10,282 New
GRIM
55
Greenhaven Road Investment Management
Connecticut
$83.5K
Zurich Cantonal Bank
56
Zurich Cantonal Bank
Switzerland
$47.8K
TRCT
57
Tower Research Capital (TRC)
New York
$41.5K +$41.5K +5,077 New
Deutsche Bank
58
Deutsche Bank
Germany
$38.5K
SPIA
59
Steward Partners Investment Advisory
New York
$30.8K +$17.5K +2,148 +132%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$27K
HNB
61
Huntington National Bank
Ohio
$25.3K
Wells Fargo
62
Wells Fargo
California
$23.9K -$12.6K -1,543 -35%
Point72 Asset Management
63
Point72 Asset Management
Connecticut
$23.7K +$23.7K +2,902 New
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$19K -$39 -5 -0.2%
CFFP
65
Center for Financial Planning
Michigan
$10.4K
GKIM
66
GW&K Investment Management
Massachusetts
$7K +$7K +825 New
JFA
67
JNBA Financial Advisors
Minnesota
$6.28K
Osaic Holdings
68
Osaic Holdings
Arizona
$5.11K +$1.23K +150 +32%
RFA
69
Register Financial Advisors
Georgia
$2.72K
CWM
70
Compass Wealth Management
Connecticut
$1.35K
CA
71
Centerpoint Advisors
Massachusetts
$1K
Citigroup
72
Citigroup
New York
$368 -$4.78K -584 -93%
Fidelity Investments
73
Fidelity Investments
Massachusetts
$16 -$1.53K -191 -99%
GIM
74
Granahan Investment Management
Massachusetts
-$1.75M -187,080 Closed
Acadian Asset Management
75
Acadian Asset Management
Massachusetts
-$23K -2,526 Closed