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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 %
GWM
76
Geneos Wealth Management
Colorado
$9.65K – – –
Deutsche Bank
77
Deutsche Bank
Germany
$8.62K – – –
MHIP
78
Mountain Hill Investment Partners
New Jersey
$7.72K +$7.72K +800 New
Fidelity Investments
79
Fidelity Investments
Massachusetts
$6.23K -$58.7K -6,080 -90%
Jones Financial Companies
80
Jones Financial Companies
Missouri
$3.86K +$3.86K +400 New
PGAM
81
Princeton Global Asset Management
New Jersey
$2.9K – – –
TRCT
82
Tower Research Capital (TRC)
New York
$1.93K -$16.2K -1,683 -89%
CWM
83
Compass Wealth Management
Connecticut
$1.59K – – –
SSB
84
Sandy Spring Bank
Maryland
$1.45K – – –
SO
85
Sierra Ocean
California
$1.18K +$1.18K +122 New
Wells Fargo
86
Wells Fargo
California
$502 – – –
Osaic Holdings
87
Osaic Holdings
Arizona
$483 +$483 +50 New
FFA
88
Farther Finance Advisors
California
$10 – – –
GFPC
89
Global Financial Private Client
Florida
$10 +$10 +1 New
RAM
90
Redmond Asset Management
Virginia
– -$610K -59,946 Closed
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
– -$226K -22,262 Closed
AG
92
Algert Global
California
– -$182K -17,876 Closed
NA
93
NewEdge Advisors
Louisiana
– -$165K -16,182 Closed
CC
94
Corton Capital
Ontario, Canada
– -$164K -16,126 Closed
CA
95
CoreCap Advisors
Michigan
– -$10.2K -1,000 Closed
ACM
96
Aster Capital Management
United Arab Emirates
– -$407 -40 Closed
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