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Get Institutions for : 
Hagerty, Inc (HGTY)  
$9.03 0.19 (2.15%) as of 4:30 Mon 5/13


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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  : 
0.87 (10.66%)  




 
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 94 - 2023-12-31 4,925,000 $38,415,000 343,295
   VANGUARD GROUP INC 2640 - 2024-03-31 2,028,292 $18,559,000 21,331
   FENIMORE ASSET MANAGEMENT INC 72 - 2024-03-31 950,766 $8,700,000 5,480
   Greenhaven Road Investment Management L.P. 9 - 2023-12-31 1,043,240 $8,137,000 21,539
   ROYCE & ASSOCIATES LLC 545 - 2023-12-31 500,000 $3,900,000 25,000
   Lincoln Capital LLC 27 - 2024-03-31 420,545 $3,848,000 91,782
   GEODE CAPITAL MANAGEMENT LLC 3077 - 2023-12-31 272,695 $2,127,000 147
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2706 - 2024-03-31 145,793 $1,334,000 3,695
   MILLENNIUM MANAGEMENT LLC 2644 - 2023-12-31 148,536 $1,159,000 84,171
   LPL FINANCIAL CORP 3062 - 2024-03-31 117,131 $1,072,000 9,000
   MORGAN STANLEY 4773 - 2023-12-31 129,573 $1,011,000 82,436
   GABELLI SECURITIES INC 92 - 2023-12-31 103,300 $806,000 26,600
   NORTHERN TRUST CORP 3499 - 2023-12-31 71,257 $556,000 13,165
   JANUS HENDERSON GROUP PLC 1961 - 2023-12-31 66,852 $521,000 5,878
   RENAISSANCE TECHNOLOGIES LLC 2781 - 2023-12-31 63,300 $494,000 11,200
   MARSHALL WACE LLP 1459 - 2023-12-31 54,075 $422,000 845
   BARCLAYS PLC 3292 - 2023-12-31 32,135 $250,000 5,320
   Meixler Investment Management Ltd. 87 - 2024-03-31 24,325 $223,000 4,250
   HSBC HOLDINGS PLC 1985 - 2023-12-31 27,196 $210,000 2,158
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2463 - 2023-12-31 22,410 $175,000 6
   GOLDMAN SACHS GROUP INC/ 4249 - 2023-12-31 20,479 $160,000 3,261
   Vident Advisory LLC 1262 - 2023-12-31 16,496 $129,000 1,920
   CITIGROUP INC 3592 - 2024-03-31 6,966 $64,000 6,966
   Steward Partners Investment Advisory LLC 2096 - 2023-12-31 4,822 $38,000 1,052
   SIMPLEX TRADING LLC 1812 - 2024-03-31 1,397 $12,000 1,181
   FMR LLC 4070 - 2023-12-31 1,323 $10,000 1,321
   VisionPoint Advisory Group LLC 497 - 2024-03-31 718 $7,000 284
  27 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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