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Hartford Financial Services

920 hedge funds and large institutions have $28.2B invested in Hartford Financial Services in 2024 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 286 increasing their positions, 340 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

116% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 68

92% more call options, than puts

Call options by funds: $114M | Put options by funds: $59.2M

24% more capital invested

Capital invested by funds: $22.7B → $28.2B (+$5.49B)

8% more funds holding

Funds holding: 850920 (+70)

1.65% less ownership

Funds ownership: 93.68%92.03% (-1.7%)

16% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 340

Holders
920
Holders Change
+70
Holders Change %
+8.24%
% of All Funds
13.25%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
147
Increased
286
Reduced
340
Closed
68
Calls
$114M
Puts
$59.2M
Net Calls
+$54.5M
Net Calls Change
+$42.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MSRPS
326
Maryland State Retirement & Pension System
Maryland
$2.23M
Brown Advisory
327
Brown Advisory
Maryland
$2.2M +$6.88K +75 +0.4%
MGP
328
Metis Global Partners
California
$2.2M +$350K +3,822 +22%
O
329
Ossiam
France
$2.2M -$613K -6,688 -24%
KWM
330
Kingsview Wealth Management
Oregon
$2.18M +$275K +3,000 +17%
Pacer Advisors
331
Pacer Advisors
Pennsylvania
$2.16M +$44.4K +484 +2%
EIP
332
Easterly Investment Partners
Massachusetts
$2.15M -$312K -3,405 -14%
IB
333
Intrust Bank
Kansas
$2.13M +$31.4K +342 +2%
BAMF
334
BI Asset Management Fondsmaeglerselskab
Denmark
$2.03M +$994K +10,840 +123%
SI
335
Stephens Inc
Arkansas
$2M -$229K -2,503 -11%
CAN
336
Cetera Advisor Networks
California
$2M -$64.6K -705 -4%
B
337
Bailard
California
$1.99M
KAS
338
Kestra Advisory Services
Texas
$1.97M -$12.8K -140 -0.7%
TI
339
Tidal Investments
Wisconsin
$1.97M +$910K +9,932 +108%
Cambridge Investment Research Advisors
340
Cambridge Investment Research Advisors
Iowa
$1.96M +$207K +2,259 +13%
AUB
341
Atlantic Union Bankshares
Virginia
$1.96M -$917 -10 -0.1%
UFF
342
USA Financial Formulas
Michigan
$1.95M +$1.58M +17,196 +987%
Balyasny Asset Management
343
Balyasny Asset Management
Illinois
$1.94M +$1.73M +18,824 New
PCM
344
Prelude Capital Management
New York
$1.94M +$1.72M +18,796 New
AG
345
Ascent Group
Virginia
$1.93M -$5.03M -54,828 -74%
PC
346
Promethos Capital
Massachusetts
$1.93M
DADC
347
D.A. Davidson & Co
Montana
$1.92M -$60.1K -656 -3%
MAP
348
Moody Aldrich Partners
Massachusetts
$1.91M -$359K -3,911 -17%
DCM
349
Dean Capital Management
Kansas
$1.88M
PIM
350
Plato Investment Management
Australia
$1.85M +$1.62M +17,684 +6,384%

HIG Hedge Fund Activity: Q1 2024 in Review

920 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q1 2024, worth a combined $28.2B — up 24% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new HIG positions and 68 closed out — a net gain of 79 holders — while 286 added to existing stakes and 340 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $189M. The largest seller was Morgan Stanley, cutting an estimated $317M.

  • 920 institutional investors held Hartford Financial Services (HIG) as of Q1 2024, up from 850 in Q4 2023.
  • Funds reported $28.2B of Hartford Financial Services stock for Q1 2024, up 24% quarter-over-quarter.
  • 147 funds opened new Hartford Financial Services positions in Q1 2024 and 68 closed out, a net change of +79 holders.
  • The largest Hartford Financial Services buyer in Q1 2024 was First Trust Advisors, an estimated $189M added.
  • The largest Hartford Financial Services seller in Q1 2024 was Morgan Stanley, an estimated $317M sold.

Based on aggregated 13F filings for Q1 2024.