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Hagerty
HGTY

Overview Fund Activity

90 hedge funds and large institutions have $726M invested in Hagerty in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+11
Holders Change %
+13.92%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
26
Reduced
26
Closed
7
Calls
$862K
Puts
$173K
Net Calls
+$689K
Net Calls Change
+$616K

Top Buyers

1
PM
Pembroke Management
Quebec, Canada
$9.2M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$45.6M
3
MG
Markel Group
Virginia
$30M
4
GCIA
Gabelli & Co Investment Advisers
New York
$997K
5
UBS Group
UBS Group
Switzerland
$823K

Top Sellers

1
GRIM
Greenhaven Road Investment Management
Connecticut
$11.9M
2
Vanguard Group
Vanguard Group
Pennsylvania
$25.7M
3
Citadel Advisors
Citadel Advisors
Florida
$544K
4
Millennium Management
Millennium Management
New York
$413K
5
RAM
Redmond Asset Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LAM
51
Lakewood Asset Management
Illinois
$180K +$3.83K +397 +2%
PPA
52
Painted Porch Advisors
California
$180K – – –
Zurich Cantonal Bank
53
Zurich Cantonal Bank
Switzerland
$156K +$99.4K +10,296 +176%
MIA
54
MeadowBrook Investment Advisors
Michigan
$147K – – –
CSS
55
Cubist Systematic Strategies
Connecticut
$127K -$265K -27,483 -68%
XT
56
XTX Topco
Cayman Islands
$119K +$119K +12,308 New
VOYA Investment Management
57
VOYA Investment Management
Georgia
$104K +$104K +10,821 New
SPIA
58
Steward Partners Investment Advisory
New York
$99.6K +$26.3K +2,726 +36%
Comerica Bank
59
Comerica Bank
Texas
$99.2K – – –
CI
60
CAZ Investments
Texas
$97K -$146K -15,000 -60%
NSIM
61
North Star Investment Management
Illinois
$96.5K +$96.5K +10,000 New
GC
62
Globeflex Capital
California
$90.2K – – –
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$83.7K +$83.7K +8,670 New
RS
64
R Squared
Hong Kong
$50.5K +$50.5K +5,234 New
AA
65
Ancora Advisors
Ohio
$45.5K +$45.5K +4,715 New
Bank of America
66
Bank of America
North Carolina
$36.2K -$367 -38 -1%
KK
67
KLP Kapitalforvaltning
Norway
$30.9K +$30.9K +3,200 New
HNB
68
Huntington National Bank
Ohio
$29.9K – – –
Simplex Trading
69
Simplex Trading
Illinois
$21K -$14.6K -1,553 -41%
Citigroup
70
Citigroup
New York
$13.2K +$135 +14 +1%
TCOV
71
Trust Company of Vermont
Vermont
$12.5K +$12.5K +1,300 New
CFFP
72
Center for Financial Planning
Michigan
$12.3K – – –
BTI
73
Blue Trust Inc
Georgia
$11K -$90.7K -9,399 -89%
GKIM
74
GW&K Investment Management
Massachusetts
$10K – – –
EWA
75
EverSource Wealth Advisors
Alabama
$9.8K +$743 +77 +8%
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