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Hagerty

74 hedge funds and large institutions have $739M invested in Hagerty in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
-2
Holders Change %
-2.63%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
22
Reduced
20
Closed
12
Calls
$196K
Puts
$45K
Net Calls
+$151K
Net Calls Change
+$85K
Name Holding Trade Value Shares
Change
Shares
Change %
State Farm Mutual Automobile Insurance
1
State Farm Mutual Automobile Insurance
Illinois
$520M
PCH
2
Polar Capital Holdings
United Kingdom
$52M
Neuberger Berman Group
3
Neuberger Berman Group
New York
$42.8M +$6.54M +628,689 +18%
MG
4
Markel Group
Virginia
$31.2M
Vanguard Group
5
Vanguard Group
Pennsylvania
$29.5M +$8.44M +811,369 +40%
GRIM
6
Greenhaven Road Investment Management
Connecticut
$12.3M
FAM
7
Fenimore Asset Management
New York
$9.95M +$61.5K +5,910 +0.6%
RA
8
Royce & Associates
New York
$5.46M
BlackRock
9
BlackRock
New York
$4.75M -$15.3K -1,474 -0.3%
LC
10
Lincoln Capital
Nebraska
$4.48M +$108K +10,399 +2%
CIM
11
Confluence Investment Management
Missouri
$3.77M -$173K -16,615 -4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.67M -$134K -12,924 -5%
Charles Schwab
13
Charles Schwab
California
$1.38M -$135K -13,018 -9%
State Street
14
State Street
Massachusetts
$1.32M -$239 -23 -0%
Two Sigma Investments
15
Two Sigma Investments
New York
$1.21M +$417K +40,083 +53%
LPL Financial
16
LPL Financial
California
$1.2M -$16.6K -1,600 -1%
GCIA
17
Gabelli & Co Investment Advisers
New York
$1.07M
GC
18
Garde Capital
Washington
$1.04M
Northern Trust
19
Northern Trust
Illinois
$1.02M +$328K +31,539 +47%
Renaissance Technologies
20
Renaissance Technologies
New York
$876K -$50K -4,804 -5%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$857K +$270K +26,000 +46%
UBS AM
22
UBS AM
Illinois
$692K +$475K +45,698 +219%
RAM
23
Redmond Asset Management
Virginia
$639K -$59.2K -5,695 -8%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$609K -$37.1K -3,565 -6%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$601K +$216K +20,773 +56%