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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
OPS
376
Orion Portfolio Solutions
Nebraska
$1.12M -$60.5K -803 -6%
PA
377
Parallel Advisors
California
$1.1M +$234K +3,101 +29%
MYLI
378
Meiji Yasuda Life Insurance
Japan
$1.09M
UH
379
Unigestion Holding
Switzerland
$1.08M +$552K +7,334 +120%
GCM
380
Graham Capital Management
Connecticut
$1.06M +$660K +8,767 +199%
NAM
381
NorthCrest Asset Manangement
Minnesota
$1.06M
DT
382
Diversified Trust
Tennessee
$1.05M +$980K +13,009 New
IA
383
Icon Advisers
Colorado
$1.04M
VCA
384
Verdence Capital Advisors
Maryland
$1.03M +$58.1K +772 +6%
UCFA
385
United Capital Financial Advisors
Texas
$1.03M +$281K +3,730 +41%
OIA
386
OneDigital Investment Advisors
Kansas
$1.02M +$88.3K +1,172 +10%
BC
387
Burney Company
Virginia
$1.01M +$12.4K +164 +1%
MLICM
388
Metropolitan Life Insurance Company (MetLife)
New York
$984K -$31K -411 -3%
EF
389
Empowered Funds
Pennsylvania
$967K +$906K +12,031 New
CastleKeep Investment Advisors
390
CastleKeep Investment Advisors
Connecticut
$962K +$901K +11,966 New
EOJOAM
391
E. Ohman J:or Asset Management
Sweden
$957K -$271K -3,600 -23%
SAG
392
SageView Advisory Group
California
$949K -$137K -1,821 -14%
Vontobel Holding
393
Vontobel Holding
Switzerland
$930K -$67.7K -899 -7%
AF
394
Allworth Financial
California
$930K -$54.7K -726 -6%
FNBOMD
395
First National Bank of Mount Dora
Florida
$916K -$104K -1,376 -11%
TFS
396
Thoroughbred Financial Services
Tennessee
$914K +$581K +7,713 +210%
SDIC
397
South Dakota Investment Council
South Dakota
$913K
Carson Wealth (CWM LLC)
398
Carson Wealth (CWM LLC)
Nebraska
$910K +$164K +2,174 +24%
EF
399
Empirical Finance
Pennsylvania
$906K -$1.36K -18 -0.2%
ASN
400
Advisory Services Network
Georgia
$905K -$19K -252 -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.