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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
BPA
451
Beacon Pointe Advisors
California
$437K -$23.1K -329 -5%
BCV
452
Banque Cantonale Vaudoise
Switzerland
$431K
IC
453
IEQ Capital
California
$431K -$30.6K -436 -7%
CC
454
Centiva Capital
New York
$429K -$5.95M -84,793 -93%
NIMI
455
Natixis Investment Managers International
France
$428K -$14.7K -210 -3%
VNIM
456
Vaughan Nelson Investment Management
Texas
$428K -$14.7K -210 -3%
BFG
457
Bleakley Financial Group
New Jersey
$413K +$12.4K +176 +3%
ISWM
458
Independent Solutions Wealth Management
New York
$413K +$20.9K +297 +5%
PCP
459
Proficio Capital Partners
Massachusetts
$412K +$5.9K +84 +1%
SS
460
Simplicity Solutions
Minnesota
$411K +$10.4K +148 +3%
ACP
461
Aviance Capital Partners
Florida
$411K +$70.2K +1,000 +21%
IAA
462
Independent Advisor Alliance
North Carolina
$410K +$105K +1,497 +36%
IWC
463
Integrated Wealth Concepts
Massachusetts
$410K +$71.8K +1,022 +22%
OTL
464
Oak Thistle LLC
New York
$407K +$397K +5,657 New
PWPS
465
Pinnacle Wealth Planning Services
Ohio
$405K
WIC
466
Wilkins Investment Counsel
Massachusetts
$404K
PWMG
467
Provence Wealth Management Group
California
$400K +$390K +5,552 New
RVPG
468
Relative Value Partners Group
$400K
AIA
469
Affinity Investment Advisors
California
$399K +$179K +2,544 +85%
CP
470
Camelot Portfolios
Ohio
$397K -$14.7K -210 -4%
MFG
471
Merit Financial Group
Georgia
$397K +$83.3K +1,186 +27%
GHA
472
GW Henssler & Associates
Georgia
$392K -$14K -200 -4%
UB
473
UMB Bank
Missouri
$389K -$7.72K -110 -2%
BAM
474
Brave Asset Management
New Jersey
$388K
JIC
475
Johnson Investment Counsel
Ohio
$388K +$6.67K +95 +2%

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.