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Hagerty
HGTY

Overview Fund Activity

58 hedge funds and large institutions have $604M invested in Hagerty in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 12 closing their positions.

Holders
58
Holders Change
-4
Holders Change %
-6.45%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
22
Reduced
9
Closed
12
Calls
$389K
Puts
$147K
Net Calls
+$242K
Net Calls Change
+$468K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$17.9M
2
GRIM
2
Greenhaven Road Investment Management
Connecticut
$7.91M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$966K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$867K
5
LC
5
Lincoln Capital
Nebraska
$1.21M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$53.9M
2
E
2
Ergoteles
New York
$0
3
GIM
3
Granahan Investment Management
Massachusetts
$12.5M
4
PP
4
PDT Partners
New York
$0
5
RJA
5
Raymond James & Associates
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
State Farm Mutual Automobile Insurance
1
State Farm Mutual Automobile Insurance
Illinois
$450M – – –
WA
2
Wasatch Advisors
Utah
$53.9M -$18.3M -2,033,857 -25%
MG
3
Markel Group
Virginia
$27M – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$17.9M +$5.65M +628,530 +46%
GIM
5
Granahan Investment Management
Massachusetts
$12.5M -$294K -32,698 -2%
GRIM
6
Greenhaven Road Investment Management
Connecticut
$7.91M +$2.1M +233,388 +36%
FAM
7
Fenimore Asset Management
New York
$7.19M +$121K +13,425 +2%
BlackRock
8
BlackRock
New York
$4.46M +$64.5K +7,168 +1%
RA
9
Royce & Associates
New York
$4.05M – – –
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.4M +$247K +27,529 +12%
SEI Investments
11
SEI Investments
Pennsylvania
$1.68M – – –
CWM
12
Cabot Wealth Management
Massachusetts
$1.61M -$2.1K -233 -0.1%
Charles Schwab
13
Charles Schwab
California
$1.39M +$199K +22,113 +17%
LC
14
Lincoln Capital
Nebraska
$1.21M +$786K +87,415 +186%
Morgan Stanley
15
Morgan Stanley
New York
$1.1M +$88.6K +9,853 +9%
State Street
16
State Street
Massachusetts
$1.02M +$85.8K +9,545 +9%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$966K +$901K +100,313 +1,396%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$867K +$867K +96,484 New
RAM
19
Redmond Asset Management
Virginia
$800K -$3.47K -386 -0.4%
Citadel Advisors
20
Citadel Advisors
Florida
$659K +$659K +73,224 New
Northern Trust
21
Northern Trust
Illinois
$574K +$24.9K +2,771 +5%
UBS Group
22
UBS Group
Switzerland
$548K +$25.5K +2,835 +5%
Swiss National Bank
23
Swiss National Bank
Switzerland
$523K – – –
1CP
24
17 Capital Partners
Arizona
$450K – – –
OAM
25
Oppenheimer Asset Management
New York
$411K +$4.23K +470 +1%
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