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Hartford Financial Services

770 hedge funds and large institutions have $20.3B invested in Hartford Financial Services in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 267 increasing their positions, 278 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $19.8B → $20.3B (+$442M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.04% less ownership

Funds ownership: 90.87%90.83% (-0.04%)

1% less funds holding

Funds holding: 774770 (-4)

1% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 74

4% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 278

29% less call options, than puts

Call options by funds: $50.3M | Put options by funds: $71.3M

Holders
770
Holders Change
-4
Holders Change %
-0.52%
% of All Funds
12.09%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
73
Increased
267
Reduced
278
Closed
74
Calls
$50.3M
Puts
$71.3M
Net Calls
-$21M
Net Calls Change
+$38.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
401
HBK Sorce Advisory
Pennsylvania
$691K
TWI
402
Thomas White International
Illinois
$685K
PMA
403
Prudent Man Advisors
Illinois
$682K -$7.23K -103 -1%
VCA
404
Verdence Capital Advisors
Maryland
$672K +$386K +5,495 +143%
OA
405
Oak Associates
Ohio
$657K
SXL
406
Summit X LLC
Missouri
$647K -$70 -1 -0%
BFPW
407
BOK Financial Private Wealth
Colorado
$639K
NEI
408
Northwest & Ethical Investments
Ontario, Canada
$631K +$616K +8,766 New
CPRC
409
Consolidated Portfolio Review Corp
New York
$620K
CWM
410
Connecticut Wealth Management
Connecticut
$617K -$53.5K -762 -8%
MM
411
MQS Management
New York
$614K +$598K +8,522 New
Carson Wealth (CWM LLC)
412
Carson Wealth (CWM LLC)
Nebraska
$613K +$772 +11 +0.1%
BBA
413
Baader Bank Aktiengesellschaft
Germany
$608K -$83.1K -1,184 -12%
MHC
414
Meyer Handelman Company
New York
$599K
CL
415
CSS LLC
Illinois
$598K -$1.24M -17,600 -68%
SPC
416
Sigma Planning Corp
Michigan
$597K -$127K -1,812 -18%
TA
417
TFB Advisors
Kansas
$590K +$90.8K +1,293 +19%
SW
418
SVB Wealth
Massachusetts
$588K +$36.9K +526 +7%
MSFP
419
Mark Sheptoff Financial Planning
Connecticut
$588K
MVA
420
Mount Vernon Associates
Maryland
$584K -$150K -2,132 -21%
SPIA
421
Steward Partners Investment Advisory
New York
$582K -$14K -199 -2%
Parallax Volatility Advisers
422
Parallax Volatility Advisers
California
$581K +$524K +7,467 +1,238%
NAM
423
NTV Asset Management
West Virginia
$575K
SIP
424
Stoneridge Investment Partners
Pennsylvania
$556K +$542K +7,716 New
AWM
425
Aprio Wealth Management
Georgia
$552K +$276K +3,932 +105%

HIG Hedge Fund Activity: Q2 2023 in Review

770 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2023, worth a combined $20.3B — up 2.2% from $19.8B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of HIG and 73 opened new positions — a net loss of 1 holder — while 278 trimmed existing stakes and 267 added.

The largest buyer was Victory Capital Management, adding an estimated $234M. The largest seller was T. Rowe Price Associates, cutting an estimated $209M.

  • 770 institutional investors held Hartford Financial Services (HIG) as of Q2 2023, down from 774 in Q1 2023.
  • Funds reported $20.3B of Hartford Financial Services stock for Q2 2023, up 2.2% quarter-over-quarter.
  • 73 funds opened new Hartford Financial Services positions in Q2 2023 and 74 closed out, a net change of -1 holder.
  • The largest Hartford Financial Services buyer in Q2 2023 was Victory Capital Management, an estimated $234M added.
  • The largest Hartford Financial Services seller in Q2 2023 was T. Rowe Price Associates, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2023.