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Hagerty

74 hedge funds and large institutions have $739M invested in Hagerty in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
-2
Holders Change %
-2.63%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
22
Reduced
20
Closed
12
Calls
$196K
Puts
$45K
Net Calls
+$151K
Net Calls Change
+$85K
Name Holding Trade Value Shares
Change
Shares
Change %
TI
51
Trexquant Investment
Connecticut
$111K +$111K +10,656 New
OQS
52
Occudo Quantitative Strategies
Florida
$110K +$110K +10,554 New
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$108K +$108K +10,396 New
AG
54
Algert Global
California
$108K +$108K +10,401 New
Comerica Bank
55
Comerica Bank
Texas
$107K
PPA
56
Painted Porch Advisors
California
$86.7K +$86.7K +8,341 New
Bank of America
57
Bank of America
North Carolina
$77.1K -$28.6K -2,746 -27%
SPIA
58
Steward Partners Investment Advisory
New York
$61.8K +$10.4K +998 +20%
Zurich Cantonal Bank
59
Zurich Cantonal Bank
Switzerland
$60.8K
BTI
60
Blue Trust Inc
Georgia
$34.6K +$34.6K +3,784 New
HNB
61
Huntington National Bank
Ohio
$32.3K
TRCT
62
Tower Research Capital (TRC)
New York
$30K -$3.84K -369 -11%
CFFP
63
Center for Financial Planning
Michigan
$13.3K +$31 +3 +0.2%
GKIM
64
GW&K Investment Management
Massachusetts
$11K
GWM
65
Geneos Wealth Management
Colorado
$10.4K
EWA
66
EverSource Wealth Advisors
Alabama
$10.1K +$9.38K +848 +1,368%
VAG
67
VisionPoint Advisory Group
Texas
$9.32K +$1.85K +178 +25%
Deutsche Bank
68
Deutsche Bank
Germany
$9.25K -$54.6K -5,253 -86%
CFM
69
Catalyst Funds Management
Australia
$6.24K -$2.08K -200 -25%
Wells Fargo
70
Wells Fargo
California
$4.16K -$1.92K -185 -32%
CA
71
Centerpoint Advisors
Massachusetts
$2K
CWM
72
Compass Wealth Management
Connecticut
$1.72K
SSB
73
Sandy Spring Bank
Maryland
$1.56K
Fidelity Investments
74
Fidelity Investments
Massachusetts
$270 +$31 +3 +13%
Marshall Wace
75
Marshall Wace
United Kingdom
-$366K -40,035 Closed