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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
CQS
351
Credential Qtrade Securities
$1.39M -$99.9K -1,327 -7%
IWS
352
Insight Wealth Strategies
California
$1.38M +$55.4K +735 +4%
KeyBank National Association
353
KeyBank National Association
Ohio
$1.38M +$727K +9,654 +130%
ARC
354
Advisor Resource Council
Texas
$1.36M +$906K +12,028 +243%
BRWA
355
B. Riley Wealth Advisors
Florida
$1.35M -$5.12K -68 -0.4%
HW
356
Hancock Whitney
Mississippi
$1.35M -$24.9K -331 -2%
Cambridge Investment Research Advisors
357
Cambridge Investment Research Advisors
Iowa
$1.35M +$36.1K +479 +3%
IG
358
ING Group
Netherlands
$1.34M +$1.26M +16,672 New
PAG
359
Private Advisor Group
New Jersey
$1.33M +$128K +1,699 +11%
DGAM
360
Desjardins Global Asset Management
Quebec, Canada
$1.33M -$29K -385 -2%
Los Angeles Capital Management
361
Los Angeles Capital Management
California
$1.31M +$931K +12,366 +316%
NMERB
362
New Mexico Educational Retirement Board
New Mexico
$1.3M
RJT
363
Raymond James Trust
Florida
$1.27M -$75 -1 -0%
TNBTD
364
Trustmark National Bank Trust Department
Mississippi
$1.27M +$15.9K +211 +1%
GC
365
GMT Capital
Georgia
$1.26M +$1.18M +15,700 New
ZB
366
Zions Bancorporation
Utah
$1.25M +$73.6K +977 +7%
MLA
367
My Legacy Advisors
Oregon
$1.22M -$161K -2,143 -13%
LAM
368
Lifestyle Asset Management
Texas
$1.22M -$6.25K -83 -0.5%
IA
369
IFP Advisors
Florida
$1.21M -$124K -1,646 -10%
RCAG
370
Rehmann Capital Advisory Group
Michigan
$1.19M -$130K -1,726 -10%
SC
371
Savant Capital
Illinois
$1.15M +$2.41K +32 +0.2%
SBIA
372
Sheaff Brock Investment Advisors
Indiana
$1.13M
NHC
373
Nicholas Hoffman & Company
Georgia
$1.13M -$69.2K -919 -6%
CSS
374
Cubist Systematic Strategies
Connecticut
$1.12M -$10.8M -142,827 -91%
BCI
375
Brinker Capital Investments
Pennsylvania
$1.12M -$60.5K -803 -6%

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.