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Hagerty
HGTY

Overview Fund Activity

79 hedge funds and large institutions have $752M invested in Hagerty in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
32
Reduced
18
Closed
7
Calls
$175K
Puts
$102K
Net Calls
+$73K
Net Calls Change
-$78K

Top Buyers

1
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$527M
2
GRIM
Greenhaven Road Investment Management
Connecticut
$15.3M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$43.1M
4
Citadel Advisors
Citadel Advisors
Florida
$1.29M
5
Millennium Management
Millennium Management
New York
$1.15M

Top Sellers

1
GCIA
Gabelli & Co Investment Advisers
New York
$0
2
Jane Street
Jane Street
New York
$0
3
VF
Virtu Financial
New York
$0
4
CIM
Confluence Investment Management
Missouri
$3.58M
5
OQS
Occudo Quantitative Strategies
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
State Farm Mutual Automobile Insurance
1
State Farm Mutual Automobile Insurance
Illinois
$527M +$18.3M +1,800,000 +4%
PCH
2
Polar Capital Holdings
United Kingdom
$50.9M – – –
Neuberger Berman Group
3
Neuberger Berman Group
New York
$43.1M +$1.29M +127,135 +3%
MG
4
Markel Group
Virginia
$30.5M – – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$29.1M +$261K +25,640 +0.9%
GRIM
6
Greenhaven Road Investment Management
Connecticut
$15.3M +$3.35M +329,146 +28%
FAM
7
Fenimore Asset Management
New York
$9.72M -$13.2K -1,300 -0.1%
RA
8
Royce & Associates
New York
$5.34M – – –
LC
9
Lincoln Capital
Nebraska
$4.71M +$330K +32,483 +8%
BlackRock
10
BlackRock
New York
$4.66M +$14.6K +1,437 +0.3%
CIM
11
Confluence Investment Management
Missouri
$3.58M -$112K -11,006 -3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.52M -$94.4K -9,271 -4%
Renaissance Technologies
13
Renaissance Technologies
New York
$1.62M +$765K +75,200 +89%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$1.41M +$575K +56,500 +69%
Charles Schwab
15
Charles Schwab
California
$1.34M -$10.1K -996 -0.8%
State Street
16
State Street
Massachusetts
$1.29M -$92 -9 -0%
Citadel Advisors
17
Citadel Advisors
Florida
$1.29M +$936K +92,068 +265%
Two Sigma Investments
18
Two Sigma Investments
New York
$1.24M +$56.9K +5,593 +5%
LPL Financial
19
LPL Financial
California
$1.17M -$2.37K -233 -0.2%
Millennium Management
20
Millennium Management
New York
$1.15M +$923K +90,764 +415%
GC
21
Garde Capital
Washington
$1.02M – – –
Connor, Clark & Lunn Investment Management (CC&L)
22
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$988K +$780K +76,740 +376%
Northern Trust
23
Northern Trust
Illinois
$949K -$48.7K -4,793 -5%
VA
24
Vident Advisory
Georgia
$724K +$393K +38,638 +119%
Morgan Stanley
25
Morgan Stanley
New York
$679K +$159K +15,604 +31%
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