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Hagerty

74 hedge funds and large institutions have $561M invested in Hagerty in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
20
Reduced
20
Closed
6
Calls
$35K
Puts
$10K
Net Calls
+$25K
Net Calls Change
-$342K
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
-$18K -1,970 Closed
HCA
77
Harbor Capital Advisors
Illinois
-$8.74K -934 Closed
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
-$5.85K -625 Closed
ARS
79
Adirondack Retirement Specialists
New York
-$936 -100 Closed