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Hagerty

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.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

1% less funds holding

Funds holding: 7473 (-1)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
73
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$107K
Puts
$1K
Net Calls
Net Calls Change

Top Buyers

1 +$2.68M
2 +$1.65M
3 +$657K
4
LC
Lincoln Capital
Nebraska
+$396K
5
Two Sigma Investments
Two Sigma Investments
New York
+$244K

Top Sellers

1 -$8.05M
2 -$718K
3 -$296K
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$208K
5
Squarepoint
Squarepoint
New York
-$203K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$390M
2
$38.4M
3
$26.3M
4
$23.4M
5
$15.7M
6
$8.14M
7
$7.37M
8
$3.9M
9
$3.59M
10
$3.19M
11
$2.59M
12
$2.13M
13
$2.02M
14
$1.16M
15
$1.11M
16
$1.02M
17
$843K
18
$806K
19
$780K
20
$556K
21
$540K
22
$521K
23
$494K
24
$422K
25
$390K