Hagerty
HGTY
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.
398% more call options, than puts
Call options by funds: $862K | Put options by funds: $173K
186% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 7
14% more funds holding
Funds holding: 79 → 90 (+11)
1.22% more ownership
Funds ownership: 82.31% → 83.52% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 26
3% less capital invested
Capital invested by funds: $752M → $726M (-$26.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
+$10.4M |
| 2 |
Neuberger Berman Group
New York
|
+$5.26M |
| 3 |
MG
Markel Group
Glen Allen,
Virginia
|
+$1.18M |
| 4 |
GCIA
Gabelli & Co Investment Advisers
Rye,
New York
|
+$1.12M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$636K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GRIM
Greenhaven Road Investment Management
Greenwich,
Connecticut
|
-$2.96M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$767K |
| 4 |
Millennium Management
New York
|
-$759K |
| 5 |
RAM
Redmond Asset Management
Henrico,
Virginia
|
-$610K |
HGTY Hedge Fund Activity: Q4 2024 in Review
90 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Hagerty (HGTY) for Q4 2024, worth a combined $726M — down 3.5% from $752M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new HGTY positions and 7 closed out — a net gain of 13 holders — while 26 added to existing stakes and 26 trimmed.
The largest buyer was Pembroke Management, opening a new position worth an estimated $10.4M. The largest seller was Greenhaven Road Investment Management, cutting an estimated $2.96M.
- 90 institutional investors held Hagerty (HGTY) as of Q4 2024, up from 79 in Q3 2024.
- Funds reported $726M of Hagerty stock for Q4 2024, down 3.5% quarter-over-quarter.
- 20 funds opened new Hagerty positions in Q4 2024 and 7 closed out, a net change of +13 holders.
- The largest Hagerty buyer in Q4 2024 was Pembroke Management, an estimated $10.4M added.
- The largest Hagerty seller in Q4 2024 was Greenhaven Road Investment Management, an estimated $2.96M sold.
Based on aggregated 13F filings for Q4 2024.