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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
NW
451
NewEdge Wealth
Pennsylvania
$625K -$10.6K -141 -2%
FI
452
FJ Investments
Utah
$624K +$585K +7,763 New
EP
453
Edgestream Partners
New Jersey
$620K -$1.02M -13,569 -64%
HT
454
Headlands Technologies
Illinois
$618K +$570K +7,562 +6,198%
HFS
455
Hantz Financial Services
Michigan
$608K -$3.31K -44 -0.6%
OA
456
Oak Associates
Ohio
$587K -$137K -1,815 -20%
SIP
457
Stoneridge Investment Partners
Pennsylvania
$585K -$2.94K -39 -0.5%
BBA
458
Baader Bank Aktiengesellschaft
Germany
$580K -$90.8K -1,206 -14%
SPIA
459
Steward Partners Investment Advisory
New York
$578K -$33.6K -446 -6%
TPW
460
Transatlantique Private Wealth
New York
$573K +$2.56K +34 +0.5%
OCBCO
461
Oversea-Chinese Banking Corp (OCBC)
Singapore
$571K +$535K +7,103 New
SI
462
Seeds Investor
New York
$570K +$534K +7,088 New
IC
463
IEQ Capital
California
$561K +$1.73K +23 +0.3%
VSQM
464
V-Square Quantitative Management
Illinois
$560K +$105K +1,388 +25%
QCM
465
Quantinno Capital Management
New York
$554K +$79.8K +1,059 +18%
Parallax Volatility Advisers
466
Parallax Volatility Advisers
California
$550K -$625K -8,302 -55%
SC
467
SRB Corp
Massachusetts
$530K
BC
468
Bartlett & Co
Ohio
$526K -$5.65K -75 -1%
BCWM
469
Bartlett & Co Wealth Management
Ohio
$526K -$5.65K -75 -1%
BPA
470
Beacon Pointe Advisors
California
$520K -$25.2K -335 -5%
RVPG
471
Relative Value Partners Group
$519K +$3.69K +49 +0.8%
IWC
472
Integrated Wealth Concepts
Massachusetts
$512K +$36.9K +490 +8%
AA
473
AlphaQ Advisors
Florida
$508K +$25.6K +340 +6%
NAM
474
NTV Asset Management
West Virginia
$500K -$87.8K -1,166 -16%
VI
475
Vestcor Inc
New Brunswick, Canada
$499K -$6.48K -86 -1%

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.