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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
X
251
Xponance
Pennsylvania
$3.41M -$91.9K -1,220 -3%
SSA
252
Schonfeld Strategic Advisors
New York
$3.41M -$6.86M -91,079 -68%
KA
253
Kintegral Advisory
New York
$3.33M -$19.7K -262 -0.6%
CGH
254
Crossmark Global Holdings
Texas
$3.27M +$39.7K +527 +1%
Fifth Third Bancorp
255
Fifth Third Bancorp
Ohio
$3.23M -$421K -5,595 -12%
CS
256
Candriam SCA
Luxembourg
$3.16M +$17.5K +232 +0.6%
FCBT
257
First Citizens Bank & Trust
North Carolina
$3.16M +$354K +4,706 +14%
JF
258
Jump Financial
Illinois
$3.08M +$2.89M +38,345 New
FLPIM
259
F.L. Putnam Investment Management
Massachusetts
$3.08M +$661K +8,776 +30%
AWM
260
Accurate Wealth Management
Florida
$3.02M +$2.74M +36,419 New
NA
261
NewEdge Advisors
Louisiana
$3.01M +$311K +4,135 +13%
CIC
262
Cornercap Investment Counsel
Georgia
$2.99M +$42K +557 +2%
OPERF
263
Oregon Public Employees Retirement Fund
Oregon
$2.98M -$1.15M -15,279 -29%
SAM
264
Shell Asset Management
Netherlands
$2.91M -$692K -9,182 -20%
AM
265
AGF Management
Ontario, Canada
$2.9M -$459K -6,091 -14%
Wealthfront Advisers
266
Wealthfront Advisers
California
$2.89M -$271K -3,593 -9%
Pathstone Holdings
267
Pathstone Holdings
New Jersey
$2.88M +$2.7M +35,851 New
UCI
268
Uncommon Cents Investing
Wisconsin
$2.88M -$15.8K -210 -0.6%
MME
269
Meag Munich Ergo
Germany
$2.88M +$2.69M +35,770 New
BCIM
270
British Columbia Investment Management
British Columbia, Canada
$2.83M +$519K +6,885 +24%
M&T Bank
271
M&T Bank
New York
$2.82M +$269K +3,569 +11%
NI
272
NFC Investments
Tennessee
$2.81M +$2.64M +35,000 New
OTPPB
273
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.78M -$711K -9,440 -21%
DILIC
274
Dai-ichi Life Insurance Company
Japan
$2.73M +$1.36M +18,000 +113%
NAM
275
Nissay Asset Management
Japan
$2.73M +$68.3K +907 +3%

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.