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Hagerty
HGTY

Overview Fund Activity

76 hedge funds and large institutions have $638M invested in Hagerty in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
76
Holders Change
+3
Holders Change %
+4.11%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
25
Reduced
19
Closed
8
Calls
$67K
Puts
$1K
Net Calls
+$66K
Net Calls Change
-$40K

Top Buyers

1
GRIM
1
Greenhaven Road Investment Management
Connecticut
$10.8M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$31.9M
3
LC
3
Lincoln Capital
Nebraska
$3.85M
4
PCH
4
Polar Capital Holdings
United Kingdom
$45.8M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$516K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.29M
2
Millennium Management
2
Millennium Management
New York
$1.04M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.89K
4
CIM
4
Confluence Investment Management
Missouri
$3.47M
5
Squarepoint
5
Squarepoint
New York
$141K
Name Market Value Shares Shares
Change 		Shares
Change %
TSS
51
Two Sigma Securities
New York
$100K 10,934 +10,934 New
GCP
52
GSA Capital Partners
United Kingdom
$97K 10,610 -12,675 -54%
Comerica Bank
53
Comerica Bank
Texas
$94.1K 10,282 +600 +6%
Bank of America
54
Bank of America
North Carolina
$93K 10,159 -4,211 -29%
Citigroup
55
Citigroup
New York
$63.7K 6,966 +6,966 New
Deutsche Bank
56
Deutsche Bank
Germany
$56.2K 6,142 +1,430 +30%
Zurich Cantonal Bank
57
Zurich Cantonal Bank
Switzerland
$53.5K 5,847 – –
SPIA
58
Steward Partners Investment Advisory
New York
$45.2K 4,944 +122 +3%
TRCT
59
Tower Research Capital (TRC)
New York
$29.8K 3,256 +3,256 New
HNB
60
Huntington National Bank
Ohio
$28.4K 3,102 – –
Simplex Trading
61
Simplex Trading
Illinois
$12K 1,397 +1,181 +547%
CFFP
62
Center for Financial Planning
Michigan
$11.7K 1,275 – –
GWM
63
Geneos Wealth Management
Colorado
$9.15K 1,000 – –
CA
64
CoreCap Advisors
Michigan
$9.15K 1,000 +1,000 New
GKIM
65
GW&K Investment Management
Massachusetts
$9K 1,025 – –
CFM
66
Catalyst Funds Management
Australia
$7.32K 800 +800 New
VAG
67
VisionPoint Advisory Group
Texas
$6.57K 718 +284 +65%
Wells Fargo
68
Wells Fargo
California
$5.35K 585 -1,031 -64%
Osaic Holdings
69
Osaic Holdings
Arizona
$3.89K 425 -30,946 -99%
CA
70
Centerpoint Advisors
Massachusetts
$2K 175 – –
CWM
71
Compass Wealth Management
Connecticut
$1.51K 165 – –
SSB
72
Sandy Spring Bank
Maryland
$1.37K 150 +150 New
EWA
73
EverSource Wealth Advisors
Alabama
$555 62 +62 New
Fidelity Investments
74
Fidelity Investments
Massachusetts
$210 23 -1,300 -98%
Macquarie Group
75
Macquarie Group
Australia
$5 533 +533 New
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