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Hagerty

74 hedge funds and large institutions have $561M invested in Hagerty in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
20
Reduced
20
Closed
6
Calls
$35K
Puts
$10K
Net Calls
+$25K
Net Calls Change
-$342K
Name Holding Trade Value Shares
Change
Shares
Change %
State Farm Mutual Automobile Insurance
1
State Farm Mutual Automobile Insurance
Illinois
$409M
PCH
2
Polar Capital Holdings
United Kingdom
$37.4M
Neuberger Berman Group
3
Neuberger Berman Group
New York
$27.8M -$189K -23,094 -0.7%
MG
4
Markel Group
Virginia
$24.5M
Vanguard Group
5
Vanguard Group
Pennsylvania
$16.5M -$168K -20,598 -1%
WCAU
6
Working Capital Advisors (UK)
United Kingdom
$8.05M +$159K +19,412 +2%
FAM
7
Fenimore Asset Management
New York
$7.66M +$82.1K +10,050 +1%
RA
8
Royce & Associates
New York
$3.88M
BlackRock
9
BlackRock
New York
$3.74M -$1.17M -143,352 -24%
CIM
10
Confluence Investment Management
Missouri
$3.65M -$237K -28,956 -6%
LC
11
Lincoln Capital
Nebraska
$2.28M +$5.92K +725 +0.3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.23M -$315K -38,577 -12%
State Street
13
State Street
Massachusetts
$1.1M +$91.1K +11,147 +9%
Charles Schwab
14
Charles Schwab
California
$1.02M -$350K -42,866 -25%
UBS Group
15
UBS Group
Switzerland
$965K -$162K -19,888 -14%
GC
16
Garde Capital
Washington
$817K
LPL Financial
17
LPL Financial
California
$777K +$99.6K +12,192 +15%
RAM
18
Redmond Asset Management
Virginia
$685K -$32.7K -4,000 -5%
GCIA
19
Gabelli & Co Investment Advisers
New York
$627K
Millennium Management
20
Millennium Management
New York
$526K +$526K +64,365 New
Squarepoint
21
Squarepoint
New York
$526K +$148K +18,142 +39%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$498K +$13.2K +1,617 +3%
Northern Trust
23
Northern Trust
Illinois
$475K -$57K -6,976 -11%
Swiss National Bank
24
Swiss National Bank
Switzerland
$455K +$14.7K +1,800 +3%
Citadel Advisors
25
Citadel Advisors
Florida
$438K +$128K +15,674 +41%