We are live on ! Find out more
HIG icon

Hartford Financial Services

920 hedge funds and large institutions have $28.2B invested in Hartford Financial Services in 2024 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 286 increasing their positions, 340 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

116% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 68

92% more call options, than puts

Call options by funds: $114M | Put options by funds: $59.2M

24% more capital invested

Capital invested by funds: $22.7B → $28.2B (+$5.49B)

8% more funds holding

Funds holding: 850920 (+70)

1.65% less ownership

Funds ownership: 93.68%92.03% (-1.7%)

16% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 340

Holders
920
Holders Change
+70
Holders Change %
+8.24%
% of All Funds
13.25%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
147
Increased
286
Reduced
340
Closed
68
Calls
$114M
Puts
$59.2M
Net Calls
+$54.5M
Net Calls Change
+$42.9M
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
426
Erste Asset Management
Austria
$992K
SGI
427
Summit Global Investments
Utah
$992K -$974K -10,629 -52%
SP
428
Symmetry Partners
Connecticut
$990K
NMIMC
429
Northwestern Mutual Investment Management Company
Wisconsin
$976K -$4.4K -48 -0.5%
RAM
430
Ramirez Asset Management
New York
$971K
BSW
431
Buckingham Strategic Wealth
Missouri
$965K +$436K +4,751 +103%
CWM
432
Connecticut Wealth Management
Connecticut
$947K -$144K -1,566 -15%
DT
433
Diversified Trust
Tennessee
$942K -$354K -3,867 -30%
CFM
434
Catalyst Funds Management
Australia
$938K +$834K +9,100 New
PMA
435
Prudent Man Advisors
Illinois
$921K -$1.83K -20 -0.2%
BOH
436
Bank of Hawaii
Hawaii
$917K -$24.3K -265 -3%
MLA
437
My Legacy Advisors
Oregon
$903K -$545K -5,942 -40%
Qube Research & Technologies (QRT)
438
Qube Research & Technologies (QRT)
United Kingdom
$899K -$51.7M -563,834 -98%
CastleKeep Investment Advisors
439
CastleKeep Investment Advisors
Connecticut
$892K -$303K -3,309 -28%
TFS
440
Thoroughbred Financial Services
Tennessee
$883K -$258K -2,814 -25%
FIC
441
FCG Investment Company
Tennessee
$873K +$229K +2,501 +42%
VSQM
442
V-Square Quantitative Management
Illinois
$846K +$113K +1,238 +18%
CFB
443
Cullen/Frost Bankers
Texas
$844K
SW
444
Simplicity Wealth
New Jersey
$839K +$746K +8,137 New
RIM
445
Rakuten Investment Management
Japan
$829K +$669K +7,300 +977%
AG
446
AIA Group
Hong Kong
$825K -$1.3M -14,181 -64%
JCIA
447
Jackson Creek Investment Advisors
Colorado
$822K +$352K +3,836 +93%
MSFP
448
Mark Sheptoff Financial Planning
Connecticut
$820K
OFG
449
OmniStar Financial Group
North Carolina
$817K +$727K +7,929 New
GC
450
Guidance Capital
Kentucky
$816K +$25.7K +280 +3%

HIG Hedge Fund Activity: Q1 2024 in Review

920 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q1 2024, worth a combined $28.2B — up 24% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new HIG positions and 68 closed out — a net gain of 79 holders — while 286 added to existing stakes and 340 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $189M. The largest seller was Morgan Stanley, cutting an estimated $317M.

  • 920 institutional investors held Hartford Financial Services (HIG) as of Q1 2024, up from 850 in Q4 2023.
  • Funds reported $28.2B of Hartford Financial Services stock for Q1 2024, up 24% quarter-over-quarter.
  • 147 funds opened new Hartford Financial Services positions in Q1 2024 and 68 closed out, a net change of +79 holders.
  • The largest Hartford Financial Services buyer in Q1 2024 was First Trust Advisors, an estimated $189M added.
  • The largest Hartford Financial Services seller in Q1 2024 was Morgan Stanley, an estimated $317M sold.

Based on aggregated 13F filings for Q1 2024.