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Hagerty
HGTY

Overview Fund Activity

73 hedge funds and large institutions have $541M invested in Hagerty in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 13 closing their positions.

Holders
73
Holders Change
-1
Holders Change %
-1.35%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
29
Reduced
16
Closed
13
Calls
$107K
Puts
$1K
Net Calls
+$106K
Net Calls Change
+$81K

Top Buyers

1
PCH
1
Polar Capital Holdings
United Kingdom
$38.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.02M
3
Millennium Management
3
Millennium Management
New York
$1.16M
4
LC
4
Lincoln Capital
Nebraska
$2.59M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$244K

Top Sellers

1
WCAU
1
Working Capital Advisors (UK)
United Kingdom
$0
2
UBS Group
2
UBS Group
Switzerland
$203K
3
CIM
3
Confluence Investment Management
Missouri
$3.19M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$26.3M
5
Squarepoint
5
Squarepoint
New York
$299K
Name Market Value Shares Shares
Change 		Shares
Change %
State Farm Mutual Automobile Insurance
1
State Farm Mutual Automobile Insurance
Illinois
$390M 50,000,000 – –
PCH
2
Polar Capital Holdings
United Kingdom
$38.4M 4,925,000 +343,295 +7%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$26.3M 3,372,256 -26,605 -0.8%
MG
4
Markel Group
Virginia
$23.4M 3,000,000 – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$15.7M 2,006,961 -17,206 -0.9%
GRIM
6
Greenhaven Road Investment Management
Connecticut
$8.14M 1,043,240 +21,539 +2%
FAM
7
Fenimore Asset Management
New York
$7.37M 945,286 +7,600 +0.8%
RA
8
Royce & Associates
New York
$3.9M 500,000 +25,000 +5%
BlackRock
9
BlackRock
New York
$3.59M 459,929 +2,167 +0.5%
CIM
10
Confluence Investment Management
Missouri
$3.19M 408,868 -37,970 -8%
LC
11
Lincoln Capital
Nebraska
$2.59M 328,763 +50,140 +18%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.13M 272,695 +147 +0.1%
Morgan Stanley
13
Morgan Stanley
New York
$2.02M 259,146 +212,009 +450%
Millennium Management
14
Millennium Management
New York
$1.16M 148,536 +84,171 +131%
Charles Schwab
15
Charles Schwab
California
$1.11M 142,098 +16,657 +13%
State Street
16
State Street
Massachusetts
$1.02M 131,357 -3,655 -3%
LPL Financial
17
LPL Financial
California
$843K 108,131 +13,025 +14%
GCIA
18
Gabelli & Co Investment Advisers
New York
$806K 103,300 +26,600 +35%
GC
19
Garde Capital
Washington
$780K 100,000 – –
Northern Trust
20
Northern Trust
Illinois
$556K 71,257 +13,165 +23%
RAM
21
Redmond Asset Management
Virginia
$540K 69,285 -14,618 -17%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$521K 66,852 +5,878 +10%
Renaissance Technologies
23
Renaissance Technologies
New York
$494K 63,300 +11,200 +21%
Marshall Wace
24
Marshall Wace
United Kingdom
$422K 54,075 +845 +2%
Swiss National Bank
25
Swiss National Bank
Switzerland
$390K 50,000 -5,700 -10%
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