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Hagerty

63 hedge funds and large institutions have $687M invested in Hagerty in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27,200% more call options, than puts

Call options by funds: $273K | Put options by funds: $1K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

56% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 16

18% more capital invested

Capital invested by funds: $580M → $687M (+$107M)

0.51% more ownership

Funds ownership: 82.86%83.37% (+0.51%)

9% less funds holding

Funds holding: 6963 (-6)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
63
Holders Change
-6
Holders Change %
-8.7%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
25
Reduced
16
Closed
11
Calls
$273K
Puts
$1K
Net Calls
+$272K
Net Calls Change
+$401K
Name Holding Trade Value Shares
Change
Change in
Stake
State Farm Mutual Automobile Insurance
1
State Farm Mutual Automobile Insurance
Illinois
$437M
GRIM
2
Greenhaven Road Investment Management
Connecticut
$89.5M +$243K +26,616 +3%
PCH
3
Polar Capital Holdings
United Kingdom
$40M +$505K +55,328 +1%
MG
4
Markel Group
Virginia
$26.2M
Neuberger Berman Group
5
Neuberger Berman Group
New York
$20.3M +$5.86M +642,663 +38%
Vanguard Group
6
Vanguard Group
Pennsylvania
$18M +$177K +19,454 +1%
GIM
7
Granahan Investment Management
Massachusetts
$11.2M -$2.9M -317,395 -20%
FAM
8
Fenimore Asset Management
New York
$8.1M +$43.2K +4,739 +0.5%
WA
9
Wasatch Advisors
Utah
$5.75M -$288K -31,574 -5%
CIM
10
Confluence Investment Management
Missouri
$4.43M -$4.88K -535 -0.1%
BlackRock
11
BlackRock
New York
$4.32M -$803 -88 -0%
RA
12
Royce & Associates
New York
$3.93M
LC
13
Lincoln Capital
Nebraska
$2.41M +$397K +43,470 +19%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$2.41M +$63.1K +6,923 +3%
RRAM
15
River Road Asset Management
Kentucky
$1.46M -$19.3K -2,113 -1%
WCAU
16
Working Capital Advisors (UK)
United Kingdom
$1.45M +$1.51M +165,383 New
Charles Schwab
17
Charles Schwab
California
$1.44M +$27.5K +3,014 +2%
State Street
18
State Street
Massachusetts
$1.04M +$164 +18 +0%
UBS Group
19
UBS Group
Switzerland
$975K +$10.3K +1,128 +1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$895K +$890K +97,601 +2,016%
RAM
21
Redmond Asset Management
Virginia
$768K -$10.3K -1,133 -1%
Northern Trust
22
Northern Trust
Illinois
$624K -$2.93K -321 -0.4%
LPL Financial
23
LPL Financial
California
$508K +$251K +27,553 +90%
Swiss National Bank
24
Swiss National Bank
Switzerland
$471K -$39.2K -4,300 -7%
Morgan Stanley
25
Morgan Stanley
New York
$360K -$230K -25,172 -38%

HGTY Hedge Fund Activity: Q1 2023 in Review

63 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Hagerty (HGTY) for Q1 2023, worth a combined $687M — up 18% from $580M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of HGTY and 6 opened new positions — a net loss of 5 holders — while 16 trimmed existing stakes and 25 added.

The largest buyer was Neuberger Berman Group, adding an estimated $5.86M. The largest seller was Granahan Investment Management, cutting an estimated $2.9M.

  • 63 institutional investors held Hagerty (HGTY) as of Q1 2023, down from 69 in Q4 2022.
  • Funds reported $687M of Hagerty stock for Q1 2023, up 18% quarter-over-quarter.
  • 6 funds opened new Hagerty positions in Q1 2023 and 11 closed out, a net change of -5 holders.
  • The largest Hagerty buyer in Q1 2023 was Neuberger Berman Group, an estimated $5.86M added.
  • The largest Hagerty seller in Q1 2023 was Granahan Investment Management, an estimated $2.9M sold.

Based on aggregated 13F filings for Q1 2023.