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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
CAN
326
Cetera Advisor Networks
California
$1.61M -$61.1K -811 -4%
FC
327
FORA Capital
Florida
$1.59M +$1.49M +19,794 New
BP
328
Ballentine Partners
Massachusetts
$1.57M +$460K +6,110 +46%
TPA
329
Trivium Point Advisory
Connecticut
$1.57M -$864K -11,474 -37%
NMG
330
New Millennium Group
Utah
$1.55M +$1.45M +19,305 New
KAS
331
Kestra Advisory Services
Texas
$1.55M -$147K -1,957 -9%
DADC
332
D.A. Davidson & Co
Montana
$1.55M +$28.5K +378 +2%
B
333
Bailard
California
$1.55M -$26.2K -348 -2%
PP
334
Prudential plc
United Kingdom
$1.53M +$142K +1,882 +11%
SAM
335
Securian Asset Management
Minnesota
$1.53M -$218K -2,897 -13%
AUB
336
Atlantic Union Bankshares
Virginia
$1.53M -$84.7K -1,125 -6%
PC
337
Promethos Capital
Massachusetts
$1.51M +$1.41M +18,759 New
P
338
Pitcairn
Pennsylvania
$1.5M -$18.7K -248 -1%
DCM
339
Dean Capital Management
Kansas
$1.47M +$1.37M +18,255 New
LSERS
340
Louisiana State Employees Retirement System
Louisiana
$1.46M -$52.7K -700 -4%
KWM
341
Kingsview Wealth Management
Oregon
$1.46M +$1.36M +18,124 New
MYAM
342
Meiji Yasuda Asset Management
Japan
$1.44M -$6.78K -90 -0.5%
ZCM
343
Ziegler Capital Management
Illinois
$1.44M +$1.35M +17,909 New
CCP
344
Cunning Capital Partners
North Carolina
$1.43M
RIM
345
Redwood Investment Management
Arizona
$1.43M -$344K -4,561 -20%
A
346
AlphaQuest
New York
$1.43M +$1.34M +17,732 New
YC
347
Yarbrough Capital
Tennessee
$1.42M
ASBI
348
American State Bank (Iowa)
Iowa
$1.41M +$7.16K +95 +0.5%
MGP
349
Metis Global Partners
California
$1.41M -$94.2K -1,251 -7%
PS
350
Pensionfund Sabic
Netherlands
$1.41M

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.