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Hagerty
HGTY

Overview Fund Activity

76 hedge funds and large institutions have $638M invested in Hagerty in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
76
Holders Change
+3
Holders Change %
+4.11%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
25
Reduced
19
Closed
8
Calls
$67K
Puts
$1K
Net Calls
+$66K
Net Calls Change
-$40K

Top Buyers

1
GRIM
1
Greenhaven Road Investment Management
Connecticut
$10.8M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$31.9M
3
LC
3
Lincoln Capital
Nebraska
$3.85M
4
PCH
4
Polar Capital Holdings
United Kingdom
$45.8M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$516K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.29M
2
Millennium Management
2
Millennium Management
New York
$1.04M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.89K
4
CIM
4
Confluence Investment Management
Missouri
$3.47M
5
Squarepoint
5
Squarepoint
New York
$141K
Name Market Value Shares Shares
Change 		Shares
Change %
State Farm Mutual Automobile Insurance
1
State Farm Mutual Automobile Insurance
Illinois
$458M 50,000,000 – –
PCH
2
Polar Capital Holdings
United Kingdom
$45.8M 5,000,000 +75,000 +2%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$31.9M 3,486,048 +113,792 +3%
MG
4
Markel Group
Virginia
$27.5M 3,000,000 – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$18.6M 2,028,292 +21,331 +1%
GRIM
6
Greenhaven Road Investment Management
Connecticut
$10.8M 1,179,302 +136,062 +13%
FAM
7
Fenimore Asset Management
New York
$8.7M 950,766 +5,480 +0.6%
RA
8
Royce & Associates
New York
$4.8M 525,000 +25,000 +5%
BlackRock
9
BlackRock
New York
$4.19M 457,829 -2,100 -0.5%
LC
10
Lincoln Capital
Nebraska
$3.85M 420,545 +91,782 +28%
CIM
11
Confluence Investment Management
Missouri
$3.47M 379,551 -29,317 -7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.47M 269,644 -3,051 -1%
Charles Schwab
13
Charles Schwab
California
$1.33M 145,793 +3,695 +3%
Morgan Stanley
14
Morgan Stanley
New York
$1.29M 141,360 -117,786 -45%
State Street
15
State Street
Massachusetts
$1.16M 127,148 -4,209 -3%
LPL Financial
16
LPL Financial
California
$1.07M 117,131 +9,000 +8%
Millennium Management
17
Millennium Management
New York
$1.04M 113,730 -34,806 -23%
GCIA
18
Gabelli & Co Investment Advisers
New York
$945K 103,300 – –
GC
19
Garde Capital
Washington
$915K 100,000 – –
Renaissance Technologies
20
Renaissance Technologies
New York
$814K 89,000 +25,700 +41%
Two Sigma Investments
21
Two Sigma Investments
New York
$696K 76,119 +44,809 +143%
RAM
22
Redmond Asset Management
Virginia
$614K 67,141 -2,144 -3%
Northern Trust
23
Northern Trust
Illinois
$609K 66,561 -4,696 -7%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$568K 62,079 -4,773 -7%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$516K 56,400 +56,400 New
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