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Hagerty
HGTY

Overview Fund Activity

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
Holders
69
Holders Change
+11
Holders Change %
+18.97%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
17
Reduced
15
Closed
7
Calls
–
Puts
$129K
Net Calls
-$129K
Net Calls Change
-$371K

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$14.1M
2
PCH
2
Polar Capital Holdings
United Kingdom
$38.1M
3
CIM
3
Confluence Investment Management
Missouri
$4.26M
4
GIM
4
Granahan Investment Management
Massachusetts
$13.4M
5
RRAM
5
River Road Asset Management
Kentucky
$1.43M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$5.8M
2
SEI Investments
2
SEI Investments
Pennsylvania
$0
3
CWM
3
Cabot Wealth Management
Massachusetts
$91K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$40K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$136K
Name Holding Trade Value Shares
Change 		Shares
Change %
State Farm Mutual Automobile Insurance
1
State Farm Mutual Automobile Insurance
Illinois
$421M – – –
PCH
2
Polar Capital Holdings
United Kingdom
$38.1M +$12.8M +1,526,377 +51%
MG
3
Markel Group
Virginia
$25.2M – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$17.1M +$401K +47,739 +2%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$14.1M +$14.1M +1,678,579 New
GIM
6
Granahan Investment Management
Massachusetts
$13.4M +$1.74M +206,690 +15%
GRIM
7
Greenhaven Road Investment Management
Connecticut
$8.38M +$982K +116,807 +13%
FAM
8
Fenimore Asset Management
New York
$7.75M +$1.03M +122,444 +15%
WA
9
Wasatch Advisors
Utah
$5.8M -$44.6M -5,304,765 -88%
CIM
10
Confluence Investment Management
Missouri
$4.26M +$4.26M +506,963 New
BlackRock
11
BlackRock
New York
$4.16M -$8.18K -973 -0.2%
RA
12
Royce & Associates
New York
$3.78M – – –
Geode Capital Management
13
Geode Capital Management
Massachusetts
$2.26M +$13.3K +1,587 +0.6%
LC
14
Lincoln Capital
Nebraska
$1.97M +$842K +100,108 +74%
RRAM
15
River Road Asset Management
Kentucky
$1.43M +$1.43M +169,718 New
Charles Schwab
16
Charles Schwab
California
$1.36M +$58.6K +6,971 +5%
State Street
17
State Street
Massachusetts
$1M +$50.2K +5,969 +5%
UBS Group
18
UBS Group
Switzerland
$928K +$415K +49,384 +81%
Millennium Management
19
Millennium Management
New York
$790K +$790K +93,911 New
RAM
20
Redmond Asset Management
Virginia
$749K – – –
IC
21
IEQ Capital
California
$635K +$635K +75,500 New
Northern Trust
22
Northern Trust
Illinois
$603K +$66K +7,844 +12%
Morgan Stanley
23
Morgan Stanley
New York
$558K -$472K -56,107 -46%
Swiss National Bank
24
Swiss National Bank
Switzerland
$489K – – –
CSS
25
Cubist Systematic Strategies
Connecticut
$475K +$475K +56,443 New
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