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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
Wellington Management Group
276
Wellington Management Group
Massachusetts
$2.64M
Public Employees Retirement Association of Colorado
277
Public Employees Retirement Association of Colorado
Colorado
$2.55M -$54.5K -723 -2%
LMIM
278
Lockheed Martin Investment Management
Maryland
$2.54M -$2.22M -29,450 -47%
Baird Financial Group
279
Baird Financial Group
Wisconsin
$2.53M -$327K -4,344 -12%
RCM
280
Radnor Capital Management
Pennsylvania
$2.51M +$32K +425 +1%
SFM
281
Signet Financial Management
New Jersey
$2.45M -$14.5K -193 -0.6%
1832 Asset Management
282
1832 Asset Management
Ontario, Canada
$2.42M -$20.9K -278 -0.9%
MML Investors Services
283
MML Investors Services
Massachusetts
$2.39M +$580K +7,699 +35%
IFWM
284
Institute for Wealth Management
Colorado
$2.38M -$4.22K -56 -0.2%
EWM
285
Empirical Wealth Management
Washington
$2.38M +$170K +2,254 +8%
CAM
286
Cresset Asset Management
Illinois
$2.37M +$131K +1,745 +6%
FAM
287
Fred Alger Management
New York
$2.36M +$235K +3,116 +12%
Daiwa Securities Group
288
Daiwa Securities Group
Japan
$2.35M +$191K +2,539 +9%
SG Americas Securities
289
SG Americas Securities
New York
$2.35M +$69.5K +923 +3%
PAS
290
Park Avenue Securities
New York
$2.33M -$696K -9,237 -24%
IGAM
291
iA Global Asset Management
Quebec, Canada
$2.31M +$879K +11,672 +68%
TCM
292
Twin Capital Management
Pennsylvania
$2.31M -$15.3K -203 -0.7%
QIM
293
Quantitative Investment Management
Virginia
$2.26M +$2.12M +28,124 New
AWM
294
AE Wealth Management
Kansas
$2.25M +$1.44M +19,138 +280%
O
295
Ossiam
France
$2.25M +$719K +9,543 +52%
AAM
296
Advisors Asset Management
Colorado
$2.24M +$438K +5,809 +26%
CA
297
Continuum Advisory
Idaho
$2.24M +$230K +3,055 +12%
D.E. Shaw & Co
298
D.E. Shaw & Co
New York
$2.23M -$28.6K -380 -1%
DIA
299
Dean Investment Associates
Ohio
$2.2M +$2.06M +27,319 New
Cetera Investment Advisers
300
Cetera Investment Advisers
Illinois
$2.18M -$35.5K -471 -2%

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.