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Get Institutions for : 
Hagerty, Inc (HGTY)  
$8.84 0.45 (4.84%) as of 4:30 Fri 5/10


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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  : 
0.68 (8.33%)  




 
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
   NEUBERGER BERMAN GROUP LLC 548 - 2023-12-31 3,372,256 $26,304,000 -26,605
   BLACKROCK INC. 3540 - 2024-03-31 457,829 $4,189,000 -2,100
   CONFLUENCE INVESTMENT MANAGEMENT LLC 146 - 2024-03-31 379,551 $3,473,000 -67,287
   STATE STREET CORP 3275 - 2023-12-31 131,357 $1,025,000 -3,655
   REDMOND ASSET MANAGEMENT, LLC 114 - 2024-03-31 67,141 $614,000 -2,144
   CITADEL ADVISORS LLC 3925 - 2023-12-31 44,921 $350,000 -8,723
   Squarepoint Ops LLC 1952 - 2023-12-31 38,359 $299,000 -25,990
   J P MORGAN CHASE & CO 4132 - 2024-03-31 25,735 $235,000 -2,084
   UBS Group AG 4551 - 2023-12-31 26,016 $203,000 -92,082
   Cubist Systematic Strategies LLC 1716 - 2023-12-31 18,551 $145,000 -13,410
   MEADOWBROOK INVESTMENT ADVISORS LLC 129 - 2024-03-31 15,520 $142,000 -1,400
   Corton Capital Inc. 537 - 2023-12-31 14,701 $115,000 -1,612
   BANK OF AMERICA CORP /DE/ 5239 - 2023-12-31 14,370 $112,000 -9,722
   GSA CAPITAL PARTNERS LLP 1491 - 2024-03-31 10,610 $97,000 -12,675
   COMERICA BANK 2578 - 2023-12-31 9,682 $76,000 -600
   ROYAL BANK OF CANADA 5760 - 2023-12-31 1,313 $10,000 -1,100
   WELLS FARGO & CO/MN 5256 - 2024-03-31 585 $5,000 -1,031
   Advisor Group Holdings Inc. 5948 - 2024-03-31 425 $4,000 -30,946
  18 Records found
  1    
  Page 1 of 1
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