Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Hagerty Inc (HGTY)

125 + Investors. Track Smart Money conviction in HGTY. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
5Q ▲
Buyers last Q
60%

Smart Money Signals — HGTY

Based on 126 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added HGTY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
126 hedge funds hold HGTY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +45% more funds vs a year ago

fund count last 6Q
+39 new funds entered over the past year (+45% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 60% buying

68 buying45 selling
Last quarter: 68 funds were net buyers (24 opened a brand new position + 44 added to an existing one). Only 45 were sellers (33 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~24 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 24 → 20 → 24. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 24% medium ■ 35% new
52 out of 126 hedge funds have held HGTY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~24 new funds/quarter

15 → 16 → 24 → 20 → 24 new funds/Q
New funds entering each quarter: 16 → 24 → 20 → 24. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 43% veterans vs 44% newcomers

■ 43% veterans ■ 13% 1-2yr ■ 44% new
Entry-cohort mix of 128 holders: 55 (43%) are 2+ year veterans, 17 entered 1–2 years ago, and 56 (44%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 76% AUM from top-100 funds

76% from top-100 AUM funds
41 of 125 holders are among the 100 largest funds by AUM, controlling 76% of total institutional value in HGTY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — HGTY

In 2026 Q2, 68 hedge funds were net buyers of HGTY (24 opened a new position, 44 added to an existing one), while 45 reduced or exited (33 trimmed, 12 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 76% of total institutional value in HGTY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 126.

Hedge Fund Ownership: HGTY

How many hedge funds hold HGTY — quarterly history vs. share price
Quarterly hedge fund ownership of HGTY vs. share price

Market Analysis: HGTY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HGTY

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: HGTY
125 + Investors

Track Smart Money conviction in HGTY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 125 114 9.65%
13F Shares 92M 91M 1.68%
Total Value $1.02B $893M 14.38%
New Positions 24 20 +4
Increased Positions 44 31 +13
Closed Positions 12 18 -6
Reduced Positions 33 35 -2
Total Calls 2 1 100.0%
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.5 2.0 Bullish

Statistics: HGTY

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Institutional Holders (2026 Q2)

125 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HGTY. Verified SEC 13F-HR filings.

QUARTER:
Top 25 HGTY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Greenhaven Road Investment Management, L.P. 14.44% 1,865,430 $22.2M
2 Pembroke Management, LTD 3.18% 1,702,926 $20.3M
3 Lincoln Capital LLC 2.07% 973,651 $11.6M
4 Scholtz & Company, LLC 1.84% 308,405 $3.7M
5 Garner Asset Management Corp 0.67% 172,825 $2.1M
6 Bristlecone Value Partners, LLC 0.58% 60,093 $716K
7 State Farm Mutual Automobile Insurance Co 0.42% 51,800,000 $617.5M
8 17 Capital Partners, LLC 0.29% 54,765 $653K
9 Markel Group INC. 0.27% 3,108,000 $35.9M
10 GABELLI & Co INVESTMENT ADVISERS, INC. 0.18% 103,300 $1.2M
11 Polar Capital Holdings Plc 0.17% 6,000,000 $71.5M
12 Meixler Investment Management, Ltd. 0.17% 25,525 $304K
13 Oxford Financial Group, LTD. LLC 0.10% 170,000 $2.0M
14 Painted Porch Advisors LLC 0.10% 18,638 $222K
15 Caz Investments LP 0.09% 7,500 $89K
16 R Squared Ltd 0.08% 12,635 $151K
17 Neuberger Berman Group LLC 0.08% 9,528,505 $113.6M
18 Dockside LLC 0.07% 25,965 $310K
19 Palisade Capital Management, LP 0.06% 118,657 $1.4M
20 Royce & Associates LP 0.05% 525,000 $6.3M
21 MRP Capital Investments, LLC 0.03% 3,000 $36K
22 National Philanthropic Trust 0.03% 150,000 $1.8M
23 Confluence Investment Management LLC 0.02% 132,055 $1.6M
24 E. Ohman J:or Asset Management AB 0.01% 46,106 $550K
25 Oppenheimer & Co Inc 0.01% 89,417 $1.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Hagerty Inc (HGTY)

What does the Smart Money Trend signal show for HGTY?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added HGTY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HGTY?

More buyers than sellers — 60% buying: Last quarter: 68 funds were net buyers (24 opened a brand new position + 44 added to an existing one). Only 45 were sellers (33 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HGTY holders?

Elite ownership — 76% AUM from top-100 funds: 41 of 125 holders are among the 100 largest funds by AUM, controlling 76% of total institutional value in HGTY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HGTY?

41% of holders stayed for 2+ years: 52 out of 126 hedge funds have held HGTY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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