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Hagerty
HGTY

Overview Fund Activity

38 hedge funds and large institutions have $938M invested in Hagerty in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
38
Holders Change
+38
Holders Change %
–
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Farm Mutual Automobile Insurance
1
State Farm Mutual Automobile Insurance
Illinois
$709M
2
WA
2
Wasatch Advisors
Utah
$92.1M
3
MG
3
Markel Group
Virginia
$42.5M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$26.9M
5
Bank of America
5
Bank of America
North Carolina
$21.3M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
State Farm Mutual Automobile Insurance
1
State Farm Mutual Automobile Insurance
Illinois
$709M 50,000,000 +50,000,000 New
WA
2
Wasatch Advisors
Utah
$92.1M 6,800,919 +6,800,919 New
MG
3
Markel Group
Virginia
$42.5M 3,000,000 +3,000,000 New
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$26.9M 2,000,000 +2,000,000 New
Bank of America
5
Bank of America
North Carolina
$21.3M 1,501,250 +1,501,250 New
GIM
6
Granahan Investment Management
Massachusetts
$18M 1,271,466 +1,271,466 New
Vanguard Group
7
Vanguard Group
Pennsylvania
$12.9M 906,328 +906,328 New
RA
8
Royce & Associates
New York
$4.25M 300,000 +300,000 New
FCM
9
FJ Capital Management
Virginia
$4.22M 300,000 +300,000 New
SEI Investments
10
SEI Investments
Pennsylvania
$1.98M 139,644 +139,644 New
RAM
11
Redmond Asset Management
Virginia
$1.22M 85,861 +85,861 New
AA
12
AQR Arbitrage
Connecticut
$897K 63,256 +63,256 New
Morgan Stanley
13
Morgan Stanley
New York
$660K 46,554 +46,554 New
OAM
14
Oppenheimer Asset Management
New York
$476K 33,594 +33,594 New
BMSSC
15
B. Metzler seel. Sohn & Co
Germany
$407K 26,944 +26,944 New
FIM
16
Freedom Investment Management
Connecticut
$324K 22,849 +22,849 New
NA
17
NewEdge Advisors
Louisiana
$229K 16,182 +16,182 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$172K 12,168 +12,168 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$98K 6,914 +6,914 New
CPFP
20
Clear Perspectives Financial Planning
Ohio
$85K 6,000 +6,000 New
PCM
21
Penserra Capital Management
California
$81K 5,750 +5,750 New
Wells Fargo
22
Wells Fargo
California
$62K 4,350 +4,350 New
HNB
23
Huntington National Bank
Ohio
$62K 4,382 +4,382 New
Osaic Holdings
24
Osaic Holdings
Arizona
$43K 2,996 +2,996 New
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$35K 2,490 +2,490 New
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