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Hagerty

79 hedge funds and large institutions have $752M invested in Hagerty in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
32
Reduced
18
Closed
7
Calls
$175K
Puts
$102K
Net Calls
+$73K
Net Calls Change
-$78K
Name Holding Trade Value Shares
Change
Shares
Change %
AG
51
Algert Global
California
$182K +$76.1K +7,475 +72%
NA
52
NewEdge Advisors
Louisiana
$165K
CC
53
Corton Capital
Ontario, Canada
$164K +$164K +16,126 New
Legal & General Group
54
Legal & General Group
United Kingdom
$159K
MIA
55
MeadowBrook Investment Advisors
Michigan
$155K -$1.22K -120 -0.8%
BTI
56
Blue Trust Inc
Georgia
$110K +$70.3K +6,758 +179%
Comerica Bank
57
Comerica Bank
Texas
$105K
GC
58
Globeflex Capital
California
$95K +$95K +9,344 New
SPIA
59
Steward Partners Investment Advisory
New York
$77.3K +$16.9K +1,657 +28%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$68.4K +$68.1K +6,700 +25,769%
Zurich Cantonal Bank
61
Zurich Cantonal Bank
Switzerland
$59.5K
Bank of America
62
Bank of America
North Carolina
$38.5K -$36.9K -3,625 -49%
Simplex Trading
63
Simplex Trading
Illinois
$38K +$38K +3,793 New
HNB
64
Huntington National Bank
Ohio
$31.5K
TRCT
65
Tower Research Capital (TRC)
New York
$19.2K -$10.2K -1,004 -35%
Citigroup
66
Citigroup
New York
$13.8K +$13.8K +1,352 New
CFFP
67
Center for Financial Planning
Michigan
$13K
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$13K +$13K +1,275 New
GWM
69
Geneos Wealth Management
Colorado
$10.2K
CA
70
CoreCap Advisors
Michigan
$10.2K +$10.2K +1,000 New
GKIM
71
GW&K Investment Management
Massachusetts
$10K
EWA
72
EverSource Wealth Advisors
Alabama
$9.54K +$285 +28 +3%
Deutsche Bank
73
Deutsche Bank
Germany
$9.08K +$41 +4 +0.4%
PGAM
74
Princeton Global Asset Management
New Jersey
$3.05K +$3.05K +300 New
CWM
75
Compass Wealth Management
Connecticut
$1.68K