Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Hagerty, Inc. comprennent
Scholtz & Company, Llc,
T. Rowe Price Investment Management, Inc.,
JHSC - John Hancock Multifactor Small Cap ETF,
WSML - iShares MSCI World Small-Cap ETF,
IFP Advisors, Inc,
Atlantic Union Bankshares Corp,
Bare Financial Services, Inc,
Parkworth Wealth Management, Inc.,
Fortitude Family Office, LLC,
SBI Securities Co., Ltd.,
Rialto Wealth Management, LLC,
et
EHLS - Even Herd Long Short ETF
.
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt |
Source |
Investisseur |
|
Type |
Prix moyen
(Est) |
Actions |
Δ Actions
(%) |
Valeur déclarée
(1000 $) |
Δ Valeur
(%) |
Allocation de portefeuille
(%) |
| 2025-08-13 |
13F |
Bare Financial Services, Inc
|
|
|
|
53 |
|
1 |
|
|
| 2025-06-24 |
NP |
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF
|
|
|
|
784 |
60,00 |
7 |
50,00 |
|
| 2025-08-14 |
13F |
T. Rowe Price Investment Management, Inc.
|
|
|
|
54 380 |
|
1 |
|
|
| 2025-07-22 |
13F |
Bay Harbor Wealth Management, LLC
|
|
|
|
2 |
100,00 |
0 |
|
|
| 2025-08-14 |
13F |
Citadel Advisors Llc
|
|
Call
|
|
68 000 |
31,27 |
687 |
46,79 |
|
| 2025-08-07 |
13F |
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
159 069 |
11,42 |
1 608 |
24,65 |
|
| 2025-08-05 |
13F |
Corton Capital Inc.
|
|
|
|
27 007 |
|
273 |
|
|
| 2025-08-14 |
13F |
Aster Capital Management (DIFC) Ltd
|
|
|
|
74 |
|
1 |
|
|
| 2025-08-25 |
13F/A |
Neuberger Berman Group LLC
|
|
|
|
5 557 427 |
1,62 |
56 186 |
13,65 |
|
| 2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
100 |
|
1 |
|
|
| 2025-07-25 |
NP |
WSML - iShares MSCI World Small-Cap ETF
|
|
|
|
5 551 |
|
54 |
|
|
| 2025-07-23 |
13F |
Klp Kapitalforvaltning As
|
|
|
|
10 500 |
228,12 |
106 |
278,57 |
|
| 2025-08-12 |
13F |
Dimensional Fund Advisors Lp
|
|
|
|
95 775 |
10,62 |
968 |
23,79 |
|
| 2025-08-14 |
13F |
Ubs Asset Management Americas Inc
|
|
|
|
88 489 |
37,82 |
895 |
54,14 |
|
| 2025-07-25 |
13F |
Hemington Wealth Management
|
|
|
|
10 |
25,00 |
0 |
|
|
| 2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
74 973 |
13,98 |
758 |
27,44 |
|
| 2025-08-14 |
13F |
Polar Capital Holdings Plc
|
|
|
|
5 319 027 |
6,38 |
53 775 |
18,97 |
|
| 2025-07-28 |
NP |
NBGNX - Neuberger Berman Genesis Fund Investor Class
|
|
|
|
3 555 357 |
11,98 |
34 558 |
7,55 |
|
| 2025-08-13 |
13F |
Parkworth Wealth Management, Inc.
|
|
|
|
30 |
|
0 |
|
|
| 2025-08-29 |
NP |
STXK - Strive Small-Cap ETF
|
|
|
|
739 |
2,92 |
7 |
16,67 |
|
| 2025-08-26 |
NP |
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc.
|
|
|
|
32 950 |
|
333 |
|
|
| 2025-08-14 |
13F |
Group One Trading, L.p.
|
|
|
|
8 100 |
|
82 |
|
|
| 2025-08-12 |
13F |
Charles Schwab Investment Management Inc
|
|
|
|
136 105 |
0,33 |
1 376 |
12,23 |
|
| 2025-08-14 |
13F |
Susquehanna International Group, Llp
|
|
Call
|
|
23 600 |
55,26 |
239 |
73,72 |
|
| 2025-08-08 |
13F |
Geode Capital Management, Llc
|
|
|
|
254 634 |
2,03 |
2 576 |
14,09 |
|
| 2025-07-22 |
13F |
HFM Investment Advisors, LLC
|
|
|
|
2 |
100,00 |
0 |
|
|
| 2025-08-27 |
NP |
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A
|
|
|
|
305 873 |
2,11 |
3 092 |
14,22 |
|
| 2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
8 571 |
46,64 |
87 |
65,38 |
|
| 2025-07-23 |
NP |
CFSSX - Column Small Cap Select Fund
|
|
|
|
47 136 |
31,63 |
458 |
26,52 |
|
| 2025-07-23 |
NP |
CFSLX - Column Small Cap Fund
|
|
|
|
8 266 |
22,01 |
80 |
17,65 |
|
| 2025-08-13 |
13F |
Marshall Wace, Llp
|
|
|
|
22 405 |
37,18 |
227 |
53,74 |
|
| 2025-07-24 |
13F |
IFP Advisors, Inc
|
|
|
|
3 000 |
|
30 |
|
|
| 2025-05-30 |
NP |
EHLS - Even Herd Long Short ETF
|
|
Short
|
|
-16 020 |
|
-145 |
|
|
| 2025-07-11 |
13F |
Lincoln Capital LLC
|
|
|
|
607 309 |
9,37 |
6 140 |
29,16 |
|
| 2025-08-12 |
13F |
Deutsche Bank Ag\
|
|
|
|
4 378 |
390,26 |
44 |
450,00 |
|
| 2025-08-14 |
13F |
D. E. Shaw & Co., Inc.
|
|
|
|
59 198 |
162,51 |
598 |
194,58 |
|
| 2025-06-25 |
NP |
FNCL - Fidelity MSCI Financials Index ETF
|
|
|
|
10 004 |
0,48 |
88 |
-8,33 |
|
| 2025-08-13 |
13F |
Northern Trust Corp
|
|
|
|
82 558 |
0,22 |
835 |
12,10 |
|
| 2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
4 949 |
2 374,50 |
50 |
4 900,00 |
|
| 2025-06-26 |
NP |
DFAS - Dimensional U.S. Small Cap ETF
|
|
|
|
23 213 |
4,40 |
205 |
-5,12 |
|
| 2025-08-12 |
13F |
Steward Partners Investment Advisory, Llc
|
|
|
|
11 624 |
4,20 |
118 |
17,00 |
|
| 2025-08-14 |
13F |
Bnp Paribas Arbitrage, Sa
|
|
|
|
1 934 |
383,50 |
20 |
533,33 |
|
| 2025-08-25 |
NP |
MMBUX - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
95 |
|
1 |
|
|
| 2025-07-24 |
NP |
FCFMX - Fidelity Series Total Market Index Fund
|
|
|
|
37 034 |
21,19 |
360 |
16,18 |
|
| 2025-07-21 |
13F |
Ameritas Advisory Services, LLC
|
|
|
|
200 |
|
2 |
|
|
| 2025-08-15 |
13F |
Tower Research Capital LLC (TRC)
|
|
|
|
678 |
|
7 |
|
|
| 2025-08-04 |
13F |
Scholtz & Company, Llc
|
|
|
|
240 290 |
|
2 429 |
|
|
| 2025-06-26 |
NP |
JHSC - John Hancock Multifactor Small Cap ETF
|
|
|
|
5 876 |
|
52 |
|
|
| 2025-08-05 |
13F |
Meixler Investment Management, Ltd.
|
|
|
|
29 295 |
0,65 |
296 |
12,55 |
|
| 2025-08-11 |
13F |
Citigroup Inc
|
|
|
|
30 641 |
725,46 |
310 |
836,36 |
|
| 2025-08-14 |
13F |
Millennium Management Llc
|
|
|
|
37 424 |
68,56 |
378 |
89,00 |
|
| 2025-06-26 |
NP |
KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
131 |
7,38 |
1 |
0,00 |
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-14 |
13F |
UBS Group AG
|
|
|
|
119 693 |
18,80 |
1 210 |
32,97 |
|
| 2025-08-07 |
13F |
Pembroke Management, LTD
|
|
|
|
993 449 |
5,95 |
10 044 |
18,49 |
|
| 2025-08-08 |
13F |
SBI Securities Co., Ltd.
|
|
|
|
1 |
|
0 |
|
|
| 2025-08-06 |
13F |
Rialto Wealth Management, LLC
|
|
|
|
1 |
|
0 |
|
|
| 2025-07-15 |
13F |
Fortitude Family Office, LLC
|
|
|
|
7 |
|
0 |
|
|
| 2025-08-13 |
13F |
Greenhaven Road Investment Management, L.P.
|
|
|
|
1 811 539 |
33,15 |
18 315 |
48,92 |
|
| 2025-08-06 |
13F |
Atlantic Union Bankshares Corp
|
|
|
|
150 |
|
2 |
|
|
