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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
Barclays
26
Barclays
United Kingdom
$192M +$113M +1,502,803 +171%
ClearBridge Investments
27
ClearBridge Investments
New York
$189M +$6.62M +87,916 +4%
Franklin Resources
28
Franklin Resources
California
$180M +$9.72M +129,120 +6%
Amundi
29
Amundi
France
$168M +$22M +291,873 +17%
Charles Schwab
30
Charles Schwab
California
$149M +$2.23M +29,605 +2%
Man Group
31
Man Group
United Kingdom
$129M +$121M +1,605,838 New
Adage Capital Partners
32
Adage Capital Partners
Massachusetts
$126M -$53.6M -711,900 -31%
PAM
33
Panagora Asset Management
Massachusetts
$116M -$1.44M -19,177 -1%
AQR Capital Management
34
AQR Capital Management
Connecticut
$115M +$19.2M +255,090 +22%
EIC
35
Equity Investment Corp
Georgia
$112M -$242K -3,219 -0.2%
VOYA Investment Management
36
VOYA Investment Management
Georgia
$103M -$4.25M -56,369 -4%
GLA
37
Great Lakes Advisors
Illinois
$94.3M -$31.6M -419,850 -26%
HSBC Holdings
38
HSBC Holdings
United Kingdom
$88.4M +$2.26M +30,050 +3%
UBS Group
39
UBS Group
Switzerland
$87.6M +$9.52M +126,411 +13%
KBC Group
40
KBC Group
Belgium
$86.4M -$577K -7,657 -0.7%
Goldman Sachs
41
Goldman Sachs
New York
$84.6M -$3.19M -42,336 -4%
BG
42
Bahl & Gaynor
Ohio
$80.7M +$6.22M +82,628 +9%
N
43
Nuveen
North Carolina
$79.3M -$7.82M -103,831 -10%
Swiss National Bank
44
Swiss National Bank
Switzerland
$76.9M -$3.14M -41,700 -4%
Janus Henderson Group
45
Janus Henderson Group
United Kingdom
$73.4M -$565K -7,508 -0.8%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$71.3M -$966K -12,831 -1%
AssetMark Inc
47
AssetMark Inc
California
$68.6M +$718K +9,535 +1%
Robeco Institutional Asset Management
48
Robeco Institutional Asset Management
Netherlands
$68.3M +$5.82M +77,273 +10%
Deutsche Bank
49
Deutsche Bank
Germany
$66.8M -$503K -6,685 -0.8%
BNP Paribas Asset Management
50
BNP Paribas Asset Management
France
$62.4M +$16.2M +215,388 +38%

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.