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Hartford Financial Services

773 hedge funds and large institutions have $19.8B invested in Hartford Financial Services in 2023 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 291 increasing their positions, 268 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 53

9% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 268

0% more funds holding

Funds holding: 770773 (+3)

0.06% less ownership

Funds ownership: 90.83%90.77% (-0.06%)

2% less capital invested

Capital invested by funds: $20.3B → $19.8B (-$473M)

9% less call options, than puts

Call options by funds: $64.8M | Put options by funds: $71.2M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
773
Holders Change
+3
Holders Change %
+0.39%
% of All Funds
12.27%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
64
Increased
291
Reduced
268
Closed
53
Calls
$64.8M
Puts
$71.2M
Net Calls
-$6.4M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Adage Capital Partners
26
Adage Capital Partners
Massachusetts
$162M -$24M -330,100 -13%
ClearBridge Investments
27
ClearBridge Investments
New York
$160M +$9.47M +130,504 +6%
Franklin Resources
28
Franklin Resources
California
$149M -$14.9M -204,903 -9%
Charles Schwab
29
Charles Schwab
California
$130M +$731K +10,066 +0.6%
Amundi
30
Amundi
France
$125M +$6.26M +86,295 +5%
GLA
31
Great Lakes Advisors
Illinois
$113M +$33.9M +467,030 +41%
PAM
32
Panagora Asset Management
Massachusetts
$104M +$13.5M +186,546 +15%
EIC
33
Equity Investment Corp
Georgia
$98.6M +$707K +9,746 +0.7%
Man Group
34
Man Group
United Kingdom
$96.9M -$141M -1,939,173 Closed
VOYA Investment Management
35
VOYA Investment Management
Georgia
$95M +$7.1M +97,869 +8%
AQR Capital Management
36
AQR Capital Management
Connecticut
$83.7M +$16.3M +224,979 +24%
Goldman Sachs
37
Goldman Sachs
New York
$77.7M -$11.2M -153,868 -12%
N
38
Nuveen
North Carolina
$77.3M -$3.64M -50,097 -4%
KBC Group
39
KBC Group
Belgium
$76.7M +$35.8M +493,177 +84%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$76.1M -$24.4M -336,448 -24%
Verition Fund Management
41
Verition Fund Management
Connecticut
$71.7M +$19.5M +268,259 +36%
Swiss National Bank
42
Swiss National Bank
Switzerland
$70.8M -$9.46M -130,300 -12%
UBS Group
43
UBS Group
Switzerland
$68.3M +$1.68M +23,149 +2%
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$65.7M +$39.7M +546,969 +144%
BG
45
Bahl & Gaynor
Ohio
$65.3M +$9.54M +131,396 +17%
Janus Henderson Group
46
Janus Henderson Group
United Kingdom
$65.3M -$3.15M -43,398 -4%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$63.8M -$2.04M -28,140 -3%
Barclays
48
Barclays
United Kingdom
$62.5M -$15.3M -210,477 -19%
Millennium Management
49
Millennium Management
New York
$61.6M +$35.8M +493,095 +131%
AssetMark Inc
50
AssetMark Inc
California
$59.9M -$934K -12,863 -2%

HIG Hedge Fund Activity: Q3 2023 in Review

773 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q3 2023, worth a combined $19.8B — down 2.3% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new HIG positions and 53 closed out — a net gain of 11 holders — while 291 added to existing stakes and 268 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $78.6M. The largest seller was Man Group, exiting entirely with an estimated $141M sold.

  • 773 institutional investors held Hartford Financial Services (HIG) as of Q3 2023, up from 770 in Q2 2023.
  • Funds reported $19.8B of Hartford Financial Services stock for Q3 2023, down 2.3% quarter-over-quarter.
  • 64 funds opened new Hartford Financial Services positions in Q3 2023 and 53 closed out, a net change of +11 holders.
  • The largest Hartford Financial Services buyer in Q3 2023 was Victory Capital Management, an estimated $78.6M added.
  • The largest Hartford Financial Services seller in Q3 2023 was Man Group, an estimated $141M sold.

Based on aggregated 13F filings for Q3 2023.