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Hartford Financial Services

1,040 hedge funds and large institutions have $29.4B invested in Hartford Financial Services in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 381 increasing their positions, 354 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more call options, than puts

Call options by funds: $73M | Put options by funds: $20.1M

53% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 86

3% more funds holding

Funds holding: 1,0081,040 (+32)

1.43% more ownership

Funds ownership: 90.68%92.11% (+1.4%)

8% more repeat investments, than reductions

Existing positions increased: 381 | Existing positions reduced: 354

5% less capital invested

Capital invested by funds: $31.1B → $29.4B (-$1.71B)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
1,040
Holders Change
+32
Holders Change %
+3.17%
% of All Funds
13.7%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
132
Increased
381
Reduced
354
Closed
86
Calls
$73M
Puts
$20.1M
Net Calls
+$52.9M
Net Calls Change
+$35.7M
Name Holding Trade Value Shares
Change
Change in
Stake
YC
376
Yarbrough Capital
Tennessee
$1.94M
FM
377
Family Management
New York
$1.91M -$1.03M -8,912 -33%
PA
378
Parallel Advisors
California
$1.89M +$19K +164 +1%
SCM
379
Sterling Capital Management
North Carolina
$1.88M +$696K +6,003 +54%
EWA
380
EP Wealth Advisors
California
$1.84M -$56.7K -489 -3%
Balyasny Asset Management
381
Balyasny Asset Management
Illinois
$1.84M +$1.95M +16,778 New
HW
382
Hancock Whitney
Mississippi
$1.82M -$21.8K -188 -1%
AG
383
Ascent Group
Virginia
$1.81M -$171K -1,472 -8%
AAS
384
Avantax Advisory Services
Texas
$1.77M -$25.6K -221 -1%
NIM
385
NEOS Investment Management
Connecticut
$1.77M +$432K +3,729 +30%
PSB
386
Passumpsic Savings Bank
Vermont
$1.77M -$18.6K -160 -1%
DCM
387
Dean Capital Management
Kansas
$1.76M +$21.9K +189 +1%
QT
388
Quantbot Technologies
New York
$1.74M +$1.84M +15,888 New
ASBI
389
American State Bank (Iowa)
Iowa
$1.71M +$8.12K +70 +0.5%
LSERS
390
Louisiana State Employees Retirement System
Louisiana
$1.71M -$104K -900 -5%
IA
391
Icon Advisers
Colorado
$1.7M
SAM
392
Securian Asset Management
Minnesota
$1.7M -$82.4K -711 -4%
MSRPS
393
Maryland State Retirement & Pension System
Maryland
$1.69M -$174K -1,505 -9%
BRWA
394
B. Riley Wealth Advisors
Florida
$1.67M -$183K -1,579 -9%
RBI
395
Raiffeisen Bank International
Austria
$1.67M +$1.77M +15,274 New
Kovitz Investment Group Partners
396
Kovitz Investment Group Partners
Illinois
$1.67M +$377K +3,255 +27%
TPA
397
Trivium Point Advisory
Connecticut
$1.66M +$159K +1,372 +10%
GM
398
GeoWealth Management
Illinois
$1.64M +$479K +4,135 +38%
ZB
399
Zions Bancorporation
Utah
$1.63M +$591K +5,098 +52%
Carson Wealth (CWM LLC)
400
Carson Wealth (CWM LLC)
Nebraska
$1.62M -$23.5K -203 -1%

HIG Hedge Fund Activity: Q4 2024 in Review

1,040 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2024, worth a combined $29.4B — down 5.5% from $31.1B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new HIG positions and 86 closed out — a net gain of 46 holders — while 381 added to existing stakes and 354 trimmed.

The largest buyer was BlackRock, adding an estimated $339M. The largest seller was Fidelity Investments, cutting an estimated $314M.

  • 1,040 institutional investors held Hartford Financial Services (HIG) as of Q4 2024, up from 1,008 in Q3 2024.
  • Funds reported $29.4B of Hartford Financial Services stock for Q4 2024, down 5.5% quarter-over-quarter.
  • 132 funds opened new Hartford Financial Services positions in Q4 2024 and 86 closed out, a net change of +46 holders.
  • The largest Hartford Financial Services buyer in Q4 2024 was BlackRock, an estimated $339M added.
  • The largest Hartford Financial Services seller in Q4 2024 was Fidelity Investments, an estimated $314M sold.

Based on aggregated 13F filings for Q4 2024.