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Hagerty
HGTY

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.

New
Increased
Maintained
Reduced
Closed

80.86% more ownership

Funds ownership: 0% → 80.86% (+81%)

Holders
38
Holders Change
+38
Holders Change %
–
% of All Funds
0.58%
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

Rank Fund Capital Flow
1
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
+$781M
2
WA
Wasatch Advisors
Utah
+$106M
3
MG
Markel Group
Virginia
+$46.8M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$31.2M
5
Bank of America
Bank of America
North Carolina
+$23.4M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
State Farm Mutual Automobile Insurance
1
State Farm Mutual Automobile Insurance
Illinois
$709M +$781M +50,000,000 New
WA
2
Wasatch Advisors
Utah
$92.1M +$106M +6,800,919 New
MG
3
Markel Group
Virginia
$42.5M +$46.8M +3,000,000 New
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$26.9M +$31.2M +2,000,000 New
Bank of America
5
Bank of America
North Carolina
$21.3M +$23.4M +1,501,250 New
GIM
6
Granahan Investment Management
Massachusetts
$18M +$19.9M +1,271,466 New
Vanguard Group
7
Vanguard Group
Pennsylvania
$12.9M +$14.2M +906,328 New
RA
8
Royce & Associates
New York
$4.25M +$4.68M +300,000 New
FCM
9
FJ Capital Management
Virginia
$4.22M +$4.68M +300,000 New
SEI Investments
10
SEI Investments
Pennsylvania
$1.98M +$2.18M +139,644 New
RAM
11
Redmond Asset Management
Virginia
$1.22M +$1.34M +85,861 New
AA
12
AQR Arbitrage
Connecticut
$897K +$988K +63,256 New
Morgan Stanley
13
Morgan Stanley
New York
$660K +$727K +46,554 New
OAM
14
Oppenheimer Asset Management
New York
$476K +$525K +33,594 New
BMSSC
15
B. Metzler seel. Sohn & Co
Germany
$407K +$421K +26,944 New
FIM
16
Freedom Investment Management
Connecticut
$324K +$357K +22,849 New
NA
17
NewEdge Advisors
Louisiana
$229K +$253K +16,182 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$172K +$190K +12,168 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$98K +$108K +6,914 New
CPFP
20
Clear Perspectives Financial Planning
Ohio
$85K +$93.7K +6,000 New
PCM
21
Penserra Capital Management
California
$81K +$89.8K +5,750 New
Wells Fargo
22
Wells Fargo
California
$62K +$67.9K +4,350 New
HNB
23
Huntington National Bank
Ohio
$62K +$68.4K +4,382 New
Osaic Holdings
24
Osaic Holdings
Arizona
$43K +$46.8K +2,996 New
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$35K +$38.9K +2,490 New
1
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HGTY Hedge Fund Activity: Q4 2021 in Review

38 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Hagerty (HGTY) for Q4 2021, worth a combined $938M.

Buyers outnumbered sellers: 38 funds opened new HGTY positions and 0 closed out — a net gain of 38 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was State Farm Mutual Automobile Insurance, opening a new position worth an estimated $781M.

  • 38 institutional investors held Hagerty (HGTY) as of Q4 2021, up from 0 in Q3 2021.
  • Funds reported $938M of Hagerty stock for Q4 2021.
  • 38 funds opened new Hagerty positions in Q4 2021 and 0 closed out, a net change of +38 holders.
  • The largest Hagerty buyer in Q4 2021 was State Farm Mutual Automobile Insurance, an estimated $781M added.

Based on aggregated 13F filings for Q4 2021.