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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
DEA
501
DoubleLine ETF Adviser
Florida
$341K +$324K +4,494 New
AWM
502
Avior Wealth Management
Nebraska
$338K
PA
503
Pinnacle Associates
New York
$331K +$26.2K +364 +9%
AI
504
AXS Investments
New York
$331K -$17.6K -245 -5%
SC
505
Steph & Co
Wisconsin
$329K -$38.6K -536 -11%
TMAM
506
Tokio Marine Asset Management
Japan
$327K +$49.2K +683 +19%
TCM
507
Teza Capital Management
Illinois
$327K -$937K -13,019 -75%
SPA
508
Sherbrooke Park Advisers
New York
$326K +$310K +4,300 New
TCA
509
Transcend Capital Advisors
New Jersey
$324K +$308K +4,276 New
HIMC
510
Heritage Investors Management Corp
Maryland
$316K +$8.86K +123 +3%
DTL
511
Dynamic Technology Lab
Singapore
$313K +$297K +4,129 New
SWM
512
Sugarloaf Wealth Management
Georgia
$311K -$30.5K -424 -9%
TI
513
Tidal Investments
Wisconsin
$308K +$11.8K +164 +4%
LFG
514
Lockerman Financial Group
California
$304K
AIP
515
Ameritas Investment Partners
Nebraska
$303K
OC
516
Oppenheimer & Co
New York
$303K -$353K -4,900 -55%
MFG
517
Merit Financial Group
Georgia
$303K +$287K +3,990 New
CI
518
Cigna Investments
Connecticut
$301K -$3.67K -51 -1%
NL
519
NWAM LLC
Washington
$300K +$285K +3,952 New
IWC
520
Integrated Wealth Concepts
Massachusetts
$298K -$11.4K -159 -4%
PA
521
Profund Advisors
Maryland
$296K +$29.7K +412 +12%
SIG
522
Stonegate Investment Group
Alabama
$290K
DCM
523
Driehaus Capital Management
Illinois
$288K +$273K +3,792 New
NA
524
NewEdge Advisors
Louisiana
$287K +$762K +10,590 +80%
GWM
525
GSB Wealth Management
Connecticut
$286K -$10.8K -150 -4%

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.