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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
Adage Capital Partners
26
Adage Capital Partners
Massachusetts
$176M -$54.4M -755,700 -25%
ClearBridge Investments
27
ClearBridge Investments
New York
$167M -$15M -208,431 -9%
UBS AM
28
UBS AM
Illinois
$155M -$1.25M -17,324 -0.8%
Nordea Investment Management
29
Nordea Investment Management
Sweden
$154M +$73M +1,013,314 +99%
Man Group
30
Man Group
United Kingdom
$150M +$3.06M +42,565 +2%
RCAMU
31
Rothschild & Co Asset Management US
Connecticut
$104M +$1.84M +25,527 +2%
EIC
32
Equity Investment Corp
Georgia
$101M +$1.42M +19,751 +2%
Goldman Sachs
33
Goldman Sachs
New York
$100M +$13.3M +184,231 +16%
Swiss National Bank
34
Swiss National Bank
Switzerland
$99.6M -$8.08M -112,247 -8%
PAM
35
Panagora Asset Management
Massachusetts
$97.9M -$2.65M -36,866 -3%
AssetMark Inc
36
AssetMark Inc
California
$91M +$5.25M +72,939 +6%
Millennium Management
37
Millennium Management
New York
$87.3M -$34.9M -485,403 -30%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$84.6M -$1.6M -22,170 -2%
Deutsche Bank
39
Deutsche Bank
Germany
$79.2M -$21.4M -296,946 -22%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$73.3M +$917K +12,737 +1%
Janus Henderson Group
41
Janus Henderson Group
United Kingdom
$72.6M -$64.3M -893,171 -48%
Robeco Institutional Asset Management
42
Robeco Institutional Asset Management
Netherlands
$68.3M +$8.51M +118,244 +15%
AQR Capital Management
43
AQR Capital Management
Connecticut
$66.9M -$7.35M -102,099 -10%
UBS Group
44
UBS Group
Switzerland
$63.9M +$7.25M +100,745 +14%
CVA
45
Ceredex Value Advisors
Florida
$63.2M -$44.6M -619,650 -43%
N
46
Nuveen
North Carolina
$63.1M -$125M -1,729,822 -68%
APG Asset Management
47
APG Asset Management
Netherlands
$59.8M +$4.24M +58,937 +8%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$56.1M -$1.02M -14,175 -2%
Barclays
49
Barclays
United Kingdom
$54.5M -$6.17M -85,718 -11%
JCM
50
Junto Capital Management
New York
$52.8M +$50.1M +696,105 New

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.