We are live on ! Find out more
HIG icon

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
IWS
376
Insight Wealth Strategies
California
$1.52M -$222K -2,420 -14%
PS
377
Pensionfund Sabic
Netherlands
$1.51M -$257K -2,800 -16%
KeyBank National Association
378
KeyBank National Association
Ohio
$1.5M -$234K -2,549 -15%
ZCM
379
Ziegler Capital Management
Illinois
$1.4M +$7.74M +84,400 +471%
MYLI
380
Meiji Yasuda Life Insurance
Japan
$1.4M
UM
381
UniSuper Management
Australia
$1.38M +$940K +10,255 +326%
NAM
382
NorthCrest Asset Manangement
Minnesota
$1.38M +$22.6K +246 +2%
ASN
383
Advisory Services Network
Georgia
$1.37M +$187K +2,036 +18%
TRCT
384
Tower Research Capital (TRC)
New York
$1.35M -$3.43M -37,426 -74%
EOJOAM
385
E. Ohman J:or Asset Management
Sweden
$1.35M +$110K +1,200 +10%
AI
386
Atria Investments
North Carolina
$1.33M +$1.18M +12,883 New
IA
387
Icon Advisers
Colorado
$1.32M
LAM
388
Lifestyle Asset Management
Texas
$1.32M -$214K -2,332 -15%
RCAG
389
Rehmann Capital Advisory Group
Michigan
$1.32M -$188K -2,049 -14%
BCI
390
Brinker Capital Investments
Pennsylvania
$1.3M -$96.5K -1,053 -8%
OPS
391
Orion Portfolio Solutions
Nebraska
$1.3M -$96.5K -1,053 -8%
OIA
392
OneDigital Investment Advisors
Kansas
$1.29M -$9.07K -99 -0.8%
ZB
393
Zions Bancorporation
Utah
$1.27M -$292K -3,183 -20%
Carson Wealth (CWM LLC)
394
Carson Wealth (CWM LLC)
Nebraska
$1.26M +$84.4K +921 +8%
EF
395
Empowered Funds
Pennsylvania
$1.26M +$14.5K +158 +1%
QCM
396
Quantinno Capital Management
New York
$1.24M +$472K +5,149 +75%
MLICM
397
Metropolitan Life Insurance Company (MetLife)
New York
$1.24M -$18.6K -203 -2%
VIM
398
Vinva Investment Management
Australia
$1.23M -$1.21M -13,240 -52%
UCFA
399
United Capital Financial Advisors
Texas
$1.23M -$80.4K -877 -7%
CIBC World Market
400
CIBC World Market
Ontario, Canada
$1.22M +$678K +7,393 +165%

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.