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Hartford Financial Services

773 hedge funds and large institutions have $19.8B invested in Hartford Financial Services in 2023 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 291 increasing their positions, 268 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 53

9% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 268

0% more funds holding

Funds holding: 770773 (+3)

0.06% less ownership

Funds ownership: 90.83%90.77% (-0.06%)

2% less capital invested

Capital invested by funds: $20.3B → $19.8B (-$473M)

9% less call options, than puts

Call options by funds: $64.8M | Put options by funds: $71.2M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
773
Holders Change
+3
Holders Change %
+0.39%
% of All Funds
12.27%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
64
Increased
291
Reduced
268
Closed
53
Calls
$64.8M
Puts
$71.2M
Net Calls
-$6.4M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
426
Cullen/Frost Bankers
Texas
$590K +$516K +7,111 +589%
MHC
427
Meyer Handelman Company
New York
$590K
CL
428
CSS LLC
Illinois
$589K
IFU
429
iSAM Funds (UK)
United Kingdom
$565K +$578K +7,961 New
MSFP
430
Mark Sheptoff Financial Planning
Connecticut
$564K -$14.5K -200 -2%
NW
431
NewEdge Wealth
Pennsylvania
$562K +$84.3K +1,162 +17%
MVA
432
Mount Vernon Associates
Maryland
$559K -$16.7K -230 -3%
SPIA
433
Steward Partners Investment Advisory
New York
$542K -$31.7K -437 -5%
AG
434
AIA Group
Hong Kong
$541K +$554K +7,627 New
HFS
435
Hantz Financial Services
Michigan
$540K +$29.2K +402 +6%
KeyBank National Association
436
KeyBank National Association
Ohio
$528K -$10.2K -140 -2%
NAM
437
NTV Asset Management
West Virginia
$524K -$43.5K -600 -8%
SIP
438
Stoneridge Investment Partners
Pennsylvania
$519K -$28.9K -398 -5%
IIM
439
Intact Investment Management
Quebec, Canada
$511K
GC
440
Guidance Capital
Kentucky
$504K +$17.5K +241 +3%
TPW
441
Transatlantique Private Wealth
New York
$503K -$2.69K -37 -0.5%
CIBC World Market
442
CIBC World Market
Ontario, Canada
$497K +$41.7K +574 +9%
BAMF
443
BI Asset Management Fondsmaeglerselskab
Denmark
$496K -$5.09M -70,192 -91%
IC
444
IEQ Capital
California
$493K +$70.5K +971 +16%
AWM
445
AE Wealth Management
Kansas
$484K +$263K +3,625 +113%
BPA
446
Beacon Pointe Advisors
California
$483K +$53.9K +743 +12%
PIA
447
Pinion Investment Advisors
Kansas
$480K +$6.53K +90 +1%
BCWM
448
Bartlett & Co Wealth Management
Ohio
$469K
BC
449
Bartlett & Co
Ohio
$469K
SC
450
SRB Corp
Massachusetts
$467K +$34.5K +475 +8%

HIG Hedge Fund Activity: Q3 2023 in Review

773 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q3 2023, worth a combined $19.8B — down 2.3% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new HIG positions and 53 closed out — a net gain of 11 holders — while 291 added to existing stakes and 268 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $78.6M. The largest seller was Man Group, exiting entirely with an estimated $141M sold.

  • 773 institutional investors held Hartford Financial Services (HIG) as of Q3 2023, up from 770 in Q2 2023.
  • Funds reported $19.8B of Hartford Financial Services stock for Q3 2023, down 2.3% quarter-over-quarter.
  • 64 funds opened new Hartford Financial Services positions in Q3 2023 and 53 closed out, a net change of +11 holders.
  • The largest Hartford Financial Services buyer in Q3 2023 was Victory Capital Management, an estimated $78.6M added.
  • The largest Hartford Financial Services seller in Q3 2023 was Man Group, an estimated $141M sold.

Based on aggregated 13F filings for Q3 2023.