Hagerty
HGTY
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.
336% more call options, than puts
Call options by funds: $196K | Put options by funds: $45K
16% more capital invested
Capital invested by funds: $638M → $739M (+$102M)
10% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 20
0.62% more ownership
Funds ownership: 82.33% → 82.95% (+0.62%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 12
3% less funds holding
Funds holding: 76 → 74 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.53M |
| 2 |
Neuberger Berman Group
New York
|
+$5.83M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$424K |
| 4 |
Two Sigma Investments
New York
|
+$372K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$302K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$852K |
| 2 |
Morgan Stanley
New York
|
-$837K |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$366K |
| 4 |
JP Morgan Chase
New York
|
-$235K |
| 5 |
Group One Trading
Chicago,
Illinois
|
-$186K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
76
JP Morgan Chase
New York
| – | -$235K | -25,735 | Closed |
|
|
77
Group One Trading
Chicago,
Illinois
| – | -$186K | -20,000 | Closed |
|
78
Squarepoint
New York
| – | -$141K | -15,365 | Closed |
|
|
TSS
79
Two Sigma Securities
New York
| – | -$100K | -10,934 | Closed |
|
|
GCP
80
GSA Capital Partners
London,
United Kingdom
| – | -$97K | -10,610 | Closed |
|
81
Citigroup
New York
| – | -$63.7K | -6,966 | Closed |
|
82
Simplex Trading
Chicago,
Illinois
| – | -$13K | -1,397 | Closed |
|
|
CA
83
CoreCap Advisors
Southfield,
Michigan
| – | -$9.15K | -1,000 | Closed |
|
84
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$5 | -533 | Closed |
|
85
Osaic Holdings
Scottsdale,
Arizona
| – | -$3.89K | -425 | Closed |
|
HGTY Hedge Fund Activity: Q2 2024 in Review
74 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Hagerty (HGTY) for Q2 2024, worth a combined $739M — up 16% from $638M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of HGTY and 11 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 22 added.
The largest buyer was Vanguard Group, adding an estimated $7.53M. The largest seller was Millennium Management, cutting an estimated $852K.
- 74 institutional investors held Hagerty (HGTY) as of Q2 2024, down from 76 in Q1 2024.
- Funds reported $739M of Hagerty stock for Q2 2024, up 16% quarter-over-quarter.
- 11 funds opened new Hagerty positions in Q2 2024 and 12 closed out, a net change of -1 holder.
- The largest Hagerty buyer in Q2 2024 was Vanguard Group, an estimated $7.53M added.
- The largest Hagerty seller in Q2 2024 was Millennium Management, an estimated $852K sold.
Based on aggregated 13F filings for Q2 2024.