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Hagerty

69 hedge funds and large institutions have $580M invested in Hagerty in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

4% less capital invested

Capital invested by funds: $604M → $580M (-$23.9M)

2.2% less ownership

Funds ownership: 85.06%82.86% (-2.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $129K

Holders
69
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$129K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$421M
2
$38.1M
3
$25.2M
4
$17.1M
5
$14.1M
6
$13.4M
7
$8.38M
8
$7.75M
9
$5.8M
10
$4.26M
11
$4.16M
12
$3.78M
13
$2.26M
14
$1.97M
15
$1.43M
16
$1.36M
17
$1M
18
$928K
19
$790K
20
$749K
21
$635K
22
$603K
23
$558K
24
$489K
25
$475K