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Get Institutions for : 
Hagerty, Inc (HGTY)  
$8.97 0.02 (0.22%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 71    4
Total shares held : 
 68,721,478  
% of shares held : 
 83.47%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   10  
Amount of shares held : 
 -477,035  
% of shares held change : 
   -0.58%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $8.14  
Last Quarter's Ending Price : 
 $7.80  
Last Quarter's Average Price : 
 $8.16  
Change from last quarter's     
avg. price to the last closing  : 
0.81 (9.93%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 116,230
 0.17%
 
Increased Positions :
29
 759,394
 1.11%
 
Unchanged Positions :
18
 53,185,569
 77.39%
 
Decreased Positions :
15
-240,950
-0.35%
 
Closed Positions :
13
-1,111,709
-1.62%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Polar Capital Holdings Plc 93 - 2024-03-31 5,000,000 $45,750,000 75,000
   NEUBERGER BERMAN GROUP LLC 541 - 2024-03-31 3,486,048 $31,897,000 113,792
   VANGUARD GROUP INC 2640 - 2024-03-31 2,028,292 $18,559,000 21,331
   Greenhaven Road Investment Management L.P. 7 - 2024-03-31 1,179,302 $10,791,000 136,062
   FENIMORE ASSET MANAGEMENT INC 72 - 2024-03-31 950,766 $8,700,000 5,480
   ROYCE & ASSOCIATES LLC 499 - 2024-03-31 525,000 $4,804,000 25,000
   Lincoln Capital LLC 27 - 2024-03-31 420,545 $3,848,000 91,782
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2706 - 2024-03-31 145,793 $1,334,000 3,695
   MORGAN STANLEY 4686 - 2024-03-31 141,360 $1,293,000 11,787
   LPL FINANCIAL CORP 3062 - 2024-03-31 117,131 $1,072,000 9,000
   RENAISSANCE TECHNOLOGIES LLC 2614 - 2024-03-31 89,000 $814,000 25,700
   TWO SIGMA INVESTMENTS LLC 2066 - 2024-03-31 76,119 $696,000 44,809
   CITADEL ADVISORS LLC 3855 - 2024-03-31 48,714 $446,000 3,793
   BARCLAYS PLC 3028 - 2024-03-31 32,167 $294,000 32
   ROYAL BANK OF CANADA 3905 - 2024-03-31 29,231 $267,000 27,918
   D E SHAW & CO INC 2536 - 2024-03-31 27,012 $247,000 13,383
   Meixler Investment Management Ltd. 87 - 2024-03-31 24,325 $223,000 4,250
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2416 - 2024-03-31 22,786 $208,000 376
   GOLDMAN SACHS GROUP INC/ 4252 - 2024-03-31 20,727 $190,000 248
   Vident Advisory LLC 1240 - 2024-03-31 19,024 $174,000 2,528
   COMERICA BANK 2562 - 2024-03-31 10,282 $94,000 600
   CITIGROUP INC 3592 - 2024-03-31 6,966 $64,000 6,966
   DEUTSCHE BANK AG 3271 - 2024-03-31 6,142 $56,000 1,430
   Steward Partners Investment Advisory LLC 2154 - 2024-03-31 4,944 $45,000 122
   TOWER RESEARCH CAPITAL LLC 2643 - 2024-03-31 3,256 $30,000 3,256
   SIMPLEX TRADING LLC 1812 - 2024-03-31 1,397 $12,000 1,181
   VisionPoint Advisory Group LLC 497 - 2024-03-31 718 $7,000 284
  27 Records found
  1    
  Page 1 of 1
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