We are live on ! Find out more
HIG icon

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
TRSOTSOK
301
Teachers Retirement System of the State of Kentucky
Kentucky
$2.15M -$142K -1,886 -7%
EMPI
302
Elo Mutual Pension Insurance
Finland
$2.15M +$46.2K +613 +2%
SMDAM
303
Sumitomo Mitsui DS Asset Management
Japan
$2.12M -$2.64K -35 -0.1%
GIBU
304
Gulf International Bank (UK)
United Kingdom
$2.04M -$276K -3,668 -13%
LNWWM
305
Laird Norton Wetherby Wealth Management
California
$2.04M +$192K +2,546 +11%
VIM
306
Vinva Investment Management
Australia
$2.03M +$1.2M +15,879 +170%
SGA
307
Strategic Global Advisors
California
$2.01M -$1.42M -18,831 -43%
Impax Asset Management Group
308
Impax Asset Management Group
United Kingdom
$1.98M +$37.4K +497 +2%
HIA
309
Harvest Investment Advisors
Florida
$1.96M -$12.6K -167 -0.7%
EIP
310
Easterly Investment Partners
Massachusetts
$1.95M -$6.99M -92,839 -79%
KRS
311
Kentucky Retirement Systems
Kentucky
$1.93M -$12.1K -161 -0.7%
LS
312
Livforsakringsbolaget Skandia
Sweden
$1.9M +$39.5K +525 +2%
MSRPS
313
Maryland State Retirement & Pension System
Maryland
$1.87M
SAM
314
Silvercrest Asset Management
New York
$1.85M -$60.4K -802 -3%
MAP
315
Moody Aldrich Partners
Massachusetts
$1.8M +$1.69M +22,405 New
AG
316
AIA Group
Hong Kong
$1.78M +$1.1M +14,557 +191%
YIH
317
Y-Intercept (HK)
Hong Kong
$1.77M +$1.66M +22,077 New
SI
318
Stephens Inc
Arkansas
$1.76M +$67.3K +893 +4%
GT
319
Greenleaf Trust
Michigan
$1.76M +$205K +2,724 +14%
MCM
320
MAI Capital Management
Ohio
$1.73M +$108K +1,437 +7%
Brown Advisory
321
Brown Advisory
Maryland
$1.71M -$259K -3,438 -14%
SW
322
SteelPeak Wealth
California
$1.69M +$1.58M +20,916 New
Pacer Advisors
323
Pacer Advisors
Pennsylvania
$1.64M +$30.4K +403 +2%
IB
324
Intrust Bank
Kansas
$1.63M -$51.2K -680 -3%
SGI
325
Summit Global Investments
Utah
$1.63M +$60.1K +798 +4%

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.