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Hartford Financial Services

850 hedge funds and large institutions have $22.7B invested in Hartford Financial Services in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 291 increasing their positions, 297 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 46

15% more capital invested

Capital invested by funds: $19.8B → $22.7B (+$2.88B)

13% more call options, than puts

Call options by funds: $100M | Put options by funds: $88.5M

10% more funds holding

Funds holding: 773850 (+77)

2.92% more ownership

Funds ownership: 90.77%93.68% (+2.9%)

2% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 297

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
850
Holders Change
+77
Holders Change %
+9.96%
% of All Funds
12.39%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
130
Increased
291
Reduced
297
Closed
46
Calls
$100M
Puts
$88.5M
Net Calls
+$11.6M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$4.5M +$135K +1,787 +3%
Handelsbanken Fonder
227
Handelsbanken Fonder
Sweden
$4.44M +$1.17M +15,559 +39%
GIA
228
Gateway Investment Advisers
Ohio
$4.3M -$1.36M -18,026 -25%
OAM
229
Ostrum Asset Management
France
$4.26M -$2.17M -28,832 -35%
PDL
230
Portfolio Design Labs
California
$4.25M +$3.98M +52,899 New
CNB
231
Czech National Bank
Czech Republic
$4.23M -$58.2K -773 -1%
Mackenzie Financial
232
Mackenzie Financial
Ontario, Canada
$4.2M -$15.8M -210,023 -80%
HighTower Advisors
233
HighTower Advisors
Illinois
$4.17M +$470K +6,240 +14%
URS
234
Utah Retirement Systems
Utah
$4.11M -$90.4K -1,200 -2%
BF
235
BOK Financial
Oklahoma
$4.1M +$11.1K +148 +0.3%
AIM
236
Achmea Investment Management
Netherlands
$4.09M -$378K -5,020 -9%
KCM
237
Kempner Capital Management
Texas
$4.08M -$1.13K -15 -0%
TRCT
238
Tower Research Capital (TRC)
New York
$4.06M +$1.93M +25,655 +103%
Cerity Partners
239
Cerity Partners
New York
$4M +$618K +8,203 +20%
GAM
240
Gotham Asset Management
New York
$3.96M -$879K -11,670 -19%
VPIM
241
Vanguard Personalized Indexing Management
California
$3.86M +$800K +10,617 +28%
Mariner
242
Mariner
Kansas
$3.86M +$819K +10,873 +29%
Public Sector Pension Investment Board (PSP Investments)
243
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.84M -$1.79M -23,720 -33%
NVIM
244
New Vernon Investment Management
Illinois
$3.82M
NYLIM
245
New York Life Investment Management
New York
$3.81M -$37.4K -496 -1%
EI
246
Ethic Inc
New York
$3.76M +$273K +3,627 +8%
YCM
247
Yousif Capital Management
Michigan
$3.58M -$205K -2,720 -6%
GIA
248
GHP Investment Advisors
Colorado
$3.56M +$496K +6,588 +17%
CIBC Asset Management
249
CIBC Asset Management
Ontario, Canada
$3.47M -$204K -2,708 -6%
Walleye Trading
250
Walleye Trading
New York
$3.43M +$1.99M +26,385 +162%

HIG Hedge Fund Activity: Q4 2023 in Review

850 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2023, worth a combined $22.7B — up 15% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new HIG positions and 46 closed out — a net gain of 84 holders — while 291 added to existing stakes and 297 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $278M. The largest seller was T. Rowe Price Associates, cutting an estimated $249M.

  • 850 institutional investors held Hartford Financial Services (HIG) as of Q4 2023, up from 773 in Q3 2023.
  • Funds reported $22.7B of Hartford Financial Services stock for Q4 2023, up 15% quarter-over-quarter.
  • 130 funds opened new Hartford Financial Services positions in Q4 2023 and 46 closed out, a net change of +84 holders.
  • The largest Hartford Financial Services buyer in Q4 2023 was Morgan Stanley, an estimated $278M added.
  • The largest Hartford Financial Services seller in Q4 2023 was T. Rowe Price Associates, an estimated $249M sold.

Based on aggregated 13F filings for Q4 2023.