We are live on ! Find out more
HIG icon

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
CCM
476
Coldstream Capital Management
Washington
$498K -$1.96K -26 -0.4%
MFS
477
Mirabella Financial Services
United Kingdom
$494K +$463K +6,143 New
BFPW
478
BOK Financial Private Wealth
Colorado
$492K -$206K -2,734 -31%
CI Investments Inc
479
CI Investments Inc
Ontario, Canada
$488K +$45K +598 +11%
Nomura Holdings
480
Nomura Holdings
Japan
$486K +$456K +6,052 New
FIC
481
FCG Investment Company
Tennessee
$480K +$450K +5,969 New
GI
482
GAMMA Investing
California
$477K +$414K +5,491 New
VNIM
483
Vaughan Nelson Investment Management
Texas
$475K -$3.01K -40 -0.7%
NIMI
484
Natixis Investment Managers International
France
$475K -$3.01K -40 -0.7%
HIM
485
Hillsdale Investment Management
Ontario, Canada
$473K
William Blair & Company
486
William Blair & Company
Illinois
$470K -$5.42K -72 -1%
PCP
487
Proficio Capital Partners
Massachusetts
$468K -$2.18K -29 -0.5%
CIBC Private Wealth Group
488
CIBC Private Wealth Group
Georgia
$467K +$25.4K +337 +6%
VH
489
Visionary Horizons
Tennessee
$465K +$435K +5,781 New
CBNLCF
490
Cognios Beta Neutral Large Cap Fund
Kansas
$460K -$51.8K -688 -11%
ACP
491
Aviance Capital Partners
Florida
$458K
CC
492
Centiva Capital
New York
$456K -$1.87M -24,796 -81%
FTDI
493
First Trust Direct Indexing
Massachusetts
$447K +$89.7K +1,191 +27%
TMAM
494
Tokio Marine Asset Management
Japan
$446K
FFM
495
Forum Financial Management
Illinois
$438K +$49.6K +659 +14%
KCM
496
Kathmere Capital Management
Pennsylvania
$436K +$43.5K +578 +12%
BAM
497
Brave Asset Management
New Jersey
$433K
S
498
SignatureFD
Georgia
$433K +$39.3K +522 +11%
CW
499
Connectus Wealth
Ohio
$422K -$7.53K -100 -2%
BCG
500
BayBridge Capital Group
California
$422K +$387K +5,135 New

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.