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Hartford Financial Services

926 hedge funds and large institutions have $27.2B invested in Hartford Financial Services in 2024 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 338 increasing their positions, 333 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 66

18% more call options, than puts

Call options by funds: $81.2M | Put options by funds: $68.9M

2% more repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 333

1% more funds holding

Funds holding: 920926 (+6)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.49% less ownership

Funds ownership: 92.03%91.54% (-0.49%)

3% less capital invested

Capital invested by funds: $28.2B → $27.2B (-$931M)

Holders
926
Holders Change
+6
Holders Change %
+0.65%
% of All Funds
13.37%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
88
Increased
338
Reduced
333
Closed
66
Calls
$81.2M
Puts
$68.9M
Net Calls
+$12.3M
Net Calls Change
-$42.2M
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
376
KeyBank National Association
Ohio
$1.42M -$47.1K -469 -3%
Carson Wealth (CWM LLC)
377
Carson Wealth (CWM LLC)
Nebraska
$1.4M +$170K +1,698 +14%
TFS
378
Thoroughbred Financial Services
Tennessee
$1.4M +$533K +5,314 +62%
AI
379
Atria Investments
North Carolina
$1.36M +$68.6K +683 +5%
OIA
380
OneDigital Investment Advisors
Kansas
$1.34M +$76.1K +758 +6%
NAM
381
NorthCrest Asset Manangement
Minnesota
$1.33M -$19.7K -196 -1%
EF
382
Empowered Funds
Pennsylvania
$1.32M +$99.1K +987 +8%
EOJOAM
383
E. Ohman J:or Asset Management
Sweden
$1.32M
VA
384
Verdad Advisers
Massachusetts
$1.3M +$654K +6,517 +102%
RIM
385
Rakuten Investment Management
Japan
$1.3M +$458K +4,568 +57%
WI
386
WBI Investments
New Jersey
$1.29M +$1.29M +12,865 New
IA
387
Icon Advisers
Colorado
$1.29M
VF
388
Virtu Financial
New York
$1.28M -$1.44M -14,335 -53%
CWM
389
Connecticut Wealth Management
Connecticut
$1.25M +$324K +3,229 +35%
VIM
390
Vinva Investment Management
Australia
$1.24M +$3.81K +38 +0.3%
RCAG
391
Rehmann Capital Advisory Group
Michigan
$1.22M -$65.7K -655 -5%
FRM
392
Fox Run Management
Connecticut
$1.19M +$1.18M +11,803 New
UCFA
393
United Capital Financial Advisors
Texas
$1.18M -$16.9K -168 -1%
LOAMS
394
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.17M -$358K -3,565 -23%
BCI
395
Brinker Capital Investments
Pennsylvania
$1.17M -$99.7K -993 -8%
OPS
396
Orion Portfolio Solutions
Nebraska
$1.17M -$99.7K -993 -8%
CIBC World Market
397
CIBC World Market
Ontario, Canada
$1.15M -$44.6K -444 -4%
LAM
398
Lifestyle Asset Management
Texas
$1.14M -$143K -1,424 -11%
JFG
399
Jefferies Financial Group
New York
$1.14M -$1.06M -10,540 -48%
SDIC
400
South Dakota Investment Council
South Dakota
$1.14M -$1.2K -12 -0.1%

HIG Hedge Fund Activity: Q2 2024 in Review

926 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2024, worth a combined $27.2B — down 3.3% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new HIG positions and 66 closed out — a net gain of 22 holders — while 338 added to existing stakes and 333 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $99.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $193M.

  • 926 institutional investors held Hartford Financial Services (HIG) as of Q2 2024, up from 920 in Q1 2024.
  • Funds reported $27.2B of Hartford Financial Services stock for Q2 2024, down 3.3% quarter-over-quarter.
  • 88 funds opened new Hartford Financial Services positions in Q2 2024 and 66 closed out, a net change of +22 holders.
  • The largest Hartford Financial Services buyer in Q2 2024 was Balyasny Asset Management, an estimated $99.5M added.
  • The largest Hartford Financial Services seller in Q2 2024 was T. Rowe Price Associates, an estimated $193M sold.

Based on aggregated 13F filings for Q2 2024.