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Hagerty

73 hedge funds and large institutions have $541M invested in Hagerty in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-1
Holders Change %
-1.35%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
29
Reduced
16
Closed
13
Calls
$107K
Puts
$1K
Net Calls
+$106K
Net Calls Change
+$81K
Name Holding Trade Value Shares
Change
Shares
Change %
CC
51
Corton Capital
Ontario, Canada
$115K -$12.6K -1,612 -10%
Bank of America
52
Bank of America
North Carolina
$112K -$75.8K -9,722 -40%
GFG
53
Goldstone Financial Group
Illinois
$109K +$109K +13,950 New
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$106K +$106K +13,629 New
Comerica Bank
55
Comerica Bank
Texas
$75.5K -$4.68K -600 -6%
BTI
56
Blue Trust Inc
Georgia
$57K +$57K +6,978 New
Zurich Cantonal Bank
57
Zurich Cantonal Bank
Switzerland
$45.6K
SPIA
58
Steward Partners Investment Advisory
New York
$37.6K +$8.21K +1,052 +28%
Deutsche Bank
59
Deutsche Bank
Germany
$36.8K
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$25.7K
HNB
61
Huntington National Bank
Ohio
$24.2K
ASN
62
Advisory Services Network
Georgia
$20.9K +$20.9K +2,674 New
Wells Fargo
63
Wells Fargo
California
$12.6K -$10.2K -1,307 -45%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$10.3K +$10.3K +1,321 +66,050%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$10K -$8.38K -1,100 -46%
CFFP
66
Center for Financial Planning
Michigan
$9.95K
GKIM
67
GW&K Investment Management
Massachusetts
$8K +$1.56K +200 +24%
GWM
68
Geneos Wealth Management
Colorado
$7.8K +$7.8K +1,000 New
VAG
69
VisionPoint Advisory Group
Texas
$3.39K +$3.39K +434 New
CWM
70
Compass Wealth Management
Connecticut
$1.29K
CA
71
Centerpoint Advisors
Massachusetts
$1K
Simplex Trading
72
Simplex Trading
Illinois
$1K +$519 +112 +108%
EC
73
EntryPoint Capital
New York
$133 +$133 +17 New
WCAU
74
Working Capital Advisors (UK)
United Kingdom
-$8.05M -985,238 Closed
Jane Street
75
Jane Street
New York
-$190K -23,230 Closed