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Hartford Financial Services

850 hedge funds and large institutions have $22.7B invested in Hartford Financial Services in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 291 increasing their positions, 297 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 46

15% more capital invested

Capital invested by funds: $19.8B → $22.7B (+$2.88B)

13% more call options, than puts

Call options by funds: $100M | Put options by funds: $88.5M

10% more funds holding

Funds holding: 773850 (+77)

2.92% more ownership

Funds ownership: 90.77%93.68% (+2.9%)

2% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 297

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
850
Holders Change
+77
Holders Change %
+9.96%
% of All Funds
12.39%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
130
Increased
291
Reduced
297
Closed
46
Calls
$100M
Puts
$88.5M
Net Calls
+$11.6M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
426
Ramirez Asset Management
New York
$757K
SW
427
SVB Wealth
Massachusetts
$755K -$31.9K -423 -4%
EFI
428
EHP Funds Inc
Canada
$739K -$459K -6,100 -40%
EGM
429
Engineers Gate Manager
New York
$739K -$2.21M -29,408 -76%
TI
430
Tidal Investments
Wisconsin
$737K +$344K +4,561 +99%
BOH
431
Bank of Hawaii
Hawaii
$736K -$276K -3,659 -29%
GS
432
GTS Securities
New York
$723K +$677K +8,994 New
PMA
433
Prudent Man Advisors
Illinois
$720K -$38.1K -506 -5%
NEI
434
Northwest & Ethical Investments
Ontario, Canada
$713K
BAMF
435
BI Asset Management Fondsmaeglerselskab
Denmark
$709K +$137K +1,825 +26%
LCWP
436
Legacy Capital Wealth Partners
Arkansas
$700K +$28.2K +375 +4%
FRM
437
Fox Run Management
Connecticut
$699K -$589K -7,824 -47%
HSA
438
HBK Sorce Advisory
Pennsylvania
$690K -$75.9K -1,008 -11%
Credit Agricole
439
Credit Agricole
France
$684K +$424K +5,632 +196%
IIM
440
Intact Investment Management
Quebec, Canada
$675K +$90.4K +1,200 +17%
MHC
441
Meyer Handelman Company
New York
$669K
MSCM
442
McElhenny Sheffield Capital Management
Texas
$668K +$626K +8,316 New
GC
443
Guidance Capital
Kentucky
$660K +$66.6K +884 +12%
CFB
444
Cullen/Frost Bankers
Texas
$659K -$9.41K -125 -2%
CPRC
445
Consolidated Portfolio Review Corp
New York
$654K -$35.2K -468 -5%
TCM
446
Teza Capital Management
Illinois
$652K -$829K -11,010 -58%
OTL
447
Oak Thistle LLC
New York
$644K -$394K -5,233 -40%
MSFP
448
Mark Sheptoff Financial Planning
Connecticut
$640K
MVA
449
Mount Vernon Associates
Maryland
$634K
SFI
450
Siemens Fonds Invest
Germany
$629K +$134K +1,778 +29%

HIG Hedge Fund Activity: Q4 2023 in Review

850 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2023, worth a combined $22.7B — up 15% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new HIG positions and 46 closed out — a net gain of 84 holders — while 291 added to existing stakes and 297 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $278M. The largest seller was T. Rowe Price Associates, cutting an estimated $249M.

  • 850 institutional investors held Hartford Financial Services (HIG) as of Q4 2023, up from 773 in Q3 2023.
  • Funds reported $22.7B of Hartford Financial Services stock for Q4 2023, up 15% quarter-over-quarter.
  • 130 funds opened new Hartford Financial Services positions in Q4 2023 and 46 closed out, a net change of +84 holders.
  • The largest Hartford Financial Services buyer in Q4 2023 was Morgan Stanley, an estimated $278M added.
  • The largest Hartford Financial Services seller in Q4 2023 was T. Rowe Price Associates, an estimated $249M sold.

Based on aggregated 13F filings for Q4 2023.