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Hartford Financial Services

787 hedge funds and large institutions have $21.7B invested in Hartford Financial Services in 2022 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 280 increasing their positions, 255 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 52

20% more capital invested

Capital invested by funds: $18.1B → $21.7B (+$3.63B)

7% more funds holding

Funds holding: 734787 (+53)

10% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 255

0.2% more ownership

Funds ownership: 90.46%90.66% (+0.2%)

27% less call options, than puts

Call options by funds: $122M | Put options by funds: $168M

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
787
Holders Change
+53
Holders Change %
+7.22%
% of All Funds
12.65%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
120
Increased
280
Reduced
255
Closed
52
Calls
$122M
Puts
$168M
Net Calls
-$45.4M
Net Calls Change
-$7.72M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
451
Regent Investment Management
Kentucky
$493K
SP
452
Symmetry Partners
Connecticut
$488K
UB
453
UMB Bank
Missouri
$487K -$54K -750 -10%
MIM
454
MTM Investment Management
South Carolina
$482K +$45.9K +637 +11%
PIA
455
Pinion Investment Advisors
Kansas
$477K -$172K -2,392 -28%
IWA
456
IBEX Wealth Advisors
New Jersey
$469K +$446K +6,191 New
LOAMS
457
Lombard Odier Asset Management (Switzerland)
Switzerland
$468K +$172K +2,392 +63%
CIM
458
Contravisory Investment Management
Massachusetts
$462K +$439K +6,092 New
CCM
459
Coldstream Capital Management
Washington
$456K +$433K +6,018 New
BCV
460
Banque Cantonale Vaudoise
Switzerland
$453K
BP
461
Ballentine Partners
Massachusetts
$449K +$87.1K +1,210 +26%
RVPG
462
Relative Value Partners Group
$444K +$21.6K +300 +5%
CIM
463
Chiron Investment Management
New York
$443K +$234K +3,250 +126%
VAS
464
Vestmark Advisory Solutions
Massachusetts
$440K -$432 -6 -0.1%
SIC
465
Sterling Investment Counsel
New York
$438K
ISWM
466
Independent Solutions Wealth Management
New York
$432K
CP
467
Camelot Portfolios
Ohio
$428K +$168K +2,327 +70%
Dimensional Fund Advisors
468
Dimensional Fund Advisors
Texas
$427K -$1.73M -24,005 -0.4%
WIC
469
Wilkins Investment Counsel
Massachusetts
$426K -$90K -1,250 -18%
PWPS
470
Pinnacle Wealth Planning Services
Ohio
$425K -$8.35K -116 -2%
GHA
471
GW Henssler & Associates
Georgia
$423K
PCP
472
Proficio Capital Partners
Massachusetts
$415K +$146K +2,032 +59%
TFA
473
Toth Financial Advisory
Virginia
$411K +$319K +4,435 +450%
BAM
474
Brave Asset Management
New Jersey
$408K
CI Investments Inc
475
CI Investments Inc
Ontario, Canada
$408K -$64.7K -899 -14%

HIG Hedge Fund Activity: Q4 2022 in Review

787 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2022, worth a combined $21.7B — up 20% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new HIG positions and 52 closed out — a net gain of 68 holders — while 280 added to existing stakes and 255 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $406M. The largest seller was Nuveen, cutting an estimated $125M.

  • 787 institutional investors held Hartford Financial Services (HIG) as of Q4 2022, up from 734 in Q3 2022.
  • Funds reported $21.7B of Hartford Financial Services stock for Q4 2022, up 20% quarter-over-quarter.
  • 120 funds opened new Hartford Financial Services positions in Q4 2022 and 52 closed out, a net change of +68 holders.
  • The largest Hartford Financial Services buyer in Q4 2022 was T. Rowe Price Associates, an estimated $406M added.
  • The largest Hartford Financial Services seller in Q4 2022 was Nuveen, an estimated $125M sold.

Based on aggregated 13F filings for Q4 2022.