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Hartford Financial Services
HIG

Overview Fund Activity

769 hedge funds and large institutions have $19.8B invested in Hartford Financial Services in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 284 increasing their positions, 263 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
769
Holders Change
-13
Holders Change %
-1.66%
% of All Funds
12.31%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
76
Increased
284
Reduced
263
Closed
73
Calls
$73.2M
Puts
$133M
Net Calls
-$59.7M
Net Calls Change
-$14.3M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$141M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$93.3M
3
GLA
Great Lakes Advisors
Illinois
+$88.1M
4
PCM
Prana Capital Management
Connecticut
+$52M
5
SSA
Schonfeld Strategic Advisors
New York
+$50M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$353M
2
Man Group
Man Group
United Kingdom
-$150M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$118M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$100M
5
Amundi
Amundi
France
-$60.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
401
HBK Sorce Advisory
Pennsylvania
$669K -$669K -9,598 -50%
EAM
402
Erste Asset Management
Austria
$668K +$200K +2,900 +43%
PMA
403
Prudent Man Advisors
Illinois
$667K -$14.4K -206 -2%
TWI
404
Thomas White International
Illinois
$663K – – –
EF
405
Empirical Finance
Pennsylvania
$658K +$27.7K +398 +4%
PA
406
Parallel Advisors
California
$657K -$11K -158 -2%
LNWWM
407
Laird Norton Wetherby Wealth Management
California
$655K +$78.5K +1,127 +14%
CWM
408
Connecticut Wealth Management
Connecticut
$650K -$35.7K -512 -5%
V
409
Veritable
Delaware
$649K -$13.9K -199 -2%
ZB
410
Zions Bancorporation
Utah
$648K +$575K +8,255 +794%
ASN
411
Advisory Services Network
Georgia
$647K +$175K +2,513 +37%
OA
412
Oak Associates
Ohio
$636K – – –
SXL
413
Summit X LLC
Missouri
$626K -$33.5K -480 -5%
BFPW
414
BOK Financial Private Wealth
Colorado
$618K – – –
UH
415
Unigestion Holding
Switzerland
$618K +$618K +8,965 New
BMSSC
416
B. Metzler seel. Sohn & Co
Germany
$600K -$355K -5,098 -37%
CPRC
417
Consolidated Portfolio Review Corp
New York
$600K +$600K +8,606 New
IIM
418
Intact Investment Management
Quebec, Canada
$599K – – –
AAS
419
Avantax Advisory Services
Texas
$598K +$91K +1,306 +18%
Carson Wealth (CWM LLC)
420
Carson Wealth (CWM LLC)
Nebraska
$592K +$34.8K +499 +6%
CWA
421
CM Wealth Advisors
Ohio
$590K +$590K +8,615 New
GI
422
GAMCO Investors
Connecticut
$582K -$10.5K -150 -2%
MHC
423
Meyer Handelman Company
New York
$580K – – –
SPIA
424
Steward Partners Investment Advisory
New York
$577K +$47.5K +681 +9%
GT
425
Greenleaf Trust
Michigan
$571K +$21.1K +303 +4%
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