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Hagerty
HGTY

Overview Fund Activity

67 hedge funds and large institutions have $740M invested in Hagerty in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
27
Reduced
13
Closed
7
Calls
$368K
Puts
$1K
Net Calls
+$367K
Net Calls Change
+$95K

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$32M
2
WCAU
2
Working Capital Advisors (UK)
United Kingdom
$9.04M
3
BlackRock
3
BlackRock
New York
$5.63M
4
GC
4
Garde Capital
Washington
$936K
5
GCIA
5
Gabelli & Co Investment Advisers
New York
$718K

Top Sellers

1
GIM
1
Granahan Investment Management
Massachusetts
$1.75M
2
WA
2
Wasatch Advisors
Utah
$0
3
RRAM
3
River Road Asset Management
Kentucky
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$23K
5
CIM
5
Confluence Investment Management
Missouri
$4.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
State Farm Mutual Automobile Insurance
1
State Farm Mutual Automobile Insurance
Illinois
$468M – – –
GRIM
2
Greenhaven Road Investment Management
Connecticut
$95.6M -$168K -1,800 -0.2%
PCH
3
Polar Capital Holdings
United Kingdom
$42.9M – – –
Neuberger Berman Group
4
Neuberger Berman Group
New York
$32M +$10.3M +1,100,713 +47%
MG
5
Markel Group
Virginia
$28.1M – – –
Vanguard Group
6
Vanguard Group
Pennsylvania
$19.1M -$94K -10,044 -0.5%
WCAU
7
Working Capital Advisors (UK)
United Kingdom
$9.04M +$7.49M +800,443 +484%
FAM
8
Fenimore Asset Management
New York
$8.68M +$11.1K +1,185 +0.1%
BlackRock
9
BlackRock
New York
$5.63M +$997K +106,478 +22%
CIM
10
Confluence Investment Management
Missouri
$4.45M -$287K -30,634 -6%
RA
11
Royce & Associates
New York
$4.45M +$234K +25,000 +6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.91M +$335K +35,739 +13%
LC
13
Lincoln Capital
Nebraska
$2.6M -$1.2K -128 -0%
GIM
14
Granahan Investment Management
Massachusetts
$1.75M -$10.2M -1,088,933 -85%
Charles Schwab
15
Charles Schwab
California
$1.58M +$32.7K +3,498 +2%
UBS Group
16
UBS Group
Switzerland
$1.29M +$248K +26,485 +24%
State Street
17
State Street
Massachusetts
$1.16M +$45.9K +4,909 +4%
GC
18
Garde Capital
Washington
$936K +$936K +100,000 New
RAM
19
Redmond Asset Management
Virginia
$823K – – –
LPL Financial
20
LPL Financial
California
$776K +$232K +24,799 +43%
GCIA
21
Gabelli & Co Investment Advisers
New York
$718K +$718K +76,700 New
Northern Trust
22
Northern Trust
Illinois
$609K -$58.8K -6,284 -9%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$555K +$414K +44,286 +294%
Swiss National Bank
24
Swiss National Bank
Switzerland
$505K – – –
Squarepoint
25
Squarepoint
New York
$432K +$432K +46,207 New
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