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Hagerty
HGTY

Overview Fund Activity

90 hedge funds and large institutions have $726M invested in Hagerty in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+11
Holders Change %
+13.92%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
26
Reduced
26
Closed
7
Calls
$862K
Puts
$173K
Net Calls
+$689K
Net Calls Change
+$616K

Top Buyers

1
PM
Pembroke Management
Quebec, Canada
$9.2M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$45.6M
3
MG
Markel Group
Virginia
$30M
4
GCIA
Gabelli & Co Investment Advisers
New York
$997K
5
UBS Group
UBS Group
Switzerland
$823K

Top Sellers

1
GRIM
Greenhaven Road Investment Management
Connecticut
$11.9M
2
Vanguard Group
Vanguard Group
Pennsylvania
$25.7M
3
Citadel Advisors
Citadel Advisors
Florida
$544K
4
Millennium Management
Millennium Management
New York
$413K
5
RAM
Redmond Asset Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
State Farm Mutual Automobile Insurance
1
State Farm Mutual Automobile Insurance
Illinois
$500M – – –
PCH
2
Polar Capital Holdings
United Kingdom
$48.3M – – –
Neuberger Berman Group
3
Neuberger Berman Group
New York
$45.6M +$4.66M +483,324 +11%
MG
4
Markel Group
Virginia
$30M +$1.04M +108,000 +4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$25.7M -$1.95M -202,033 -7%
GRIM
6
Greenhaven Road Investment Management
Connecticut
$11.9M -$2.63M -272,278 -18%
PM
7
Pembroke Management
Quebec, Canada
$9.2M +$9.2M +953,427 New
FAM
8
Fenimore Asset Management
New York
$9.17M -$46.8K -4,854 -0.5%
RA
9
Royce & Associates
New York
$5.07M – – –
LC
10
Lincoln Capital
Nebraska
$4.77M +$300K +31,068 +7%
BlackRock
11
BlackRock
New York
$4.45M +$29.4K +3,048 +0.7%
CIM
12
Confluence Investment Management
Missouri
$3.25M -$143K -14,830 -4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$2.33M -$63K -6,522 -3%
Renaissance Technologies
14
Renaissance Technologies
New York
$1.87M +$333K +34,500 +22%
Charles Schwab
15
Charles Schwab
California
$1.35M +$79.7K +8,258 +6%
State Street
16
State Street
Massachusetts
$1.33M +$104K +10,728 +8%
Connor, Clark & Lunn Investment Management (CC&L)
17
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.32M +$386K +39,958 +41%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$1.31M -$29K -3,000 -2%
Two Sigma Investments
19
Two Sigma Investments
New York
$1.13M -$42.1K -4,363 -4%
LPL Financial
20
LPL Financial
California
$1.11M -$1.93K -200 -0.2%
GC
21
Garde Capital
Washington
$1M +$38.2K +3,960 +4%
GCIA
22
Gabelli & Co Investment Advisers
New York
$997K +$997K +103,300 New
TI
23
Trexquant Investment
Connecticut
$939K +$470K +48,742 +100%
Raymond James Financial
24
Raymond James Financial
Florida
$879K +$879K +91,067 New
UBS Group
25
UBS Group
Switzerland
$823K +$564K +58,439 +217%
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