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Hartford Financial Services

770 hedge funds and large institutions have $20.3B invested in Hartford Financial Services in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 267 increasing their positions, 278 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $19.8B → $20.3B (+$442M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.04% less ownership

Funds ownership: 90.87%90.83% (-0.04%)

1% less funds holding

Funds holding: 774770 (-4)

1% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 74

4% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 278

29% less call options, than puts

Call options by funds: $50.3M | Put options by funds: $71.3M

Holders
770
Holders Change
-4
Holders Change %
-0.52%
% of All Funds
12.09%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
73
Increased
267
Reduced
278
Closed
74
Calls
$50.3M
Puts
$71.3M
Net Calls
-$21M
Net Calls Change
+$38.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
501
GAMCO Investors
Connecticut
$320K -$274K -3,900 -47%
JCIA
502
Jackson Creek Investment Advisors
Colorado
$314K -$85.9K -1,224 -22%
ARC
503
Advisor Resource Council
Texas
$312K -$890K -12,680 -75%
SC
504
Steph & Co
Wisconsin
$310K -$2.32K -33 -0.8%
WS
505
Wedbush Securities
California
$304K -$18.6K -265 -6%
JIP
506
Jaffetilchin Investment Partners
Florida
$303K +$295K +4,205 New
TF
507
TimeScale Financial
Massachusetts
$303K
SPA
508
Sherbrooke Park Advisers
New York
$302K +$295K +4,200 New
KCM
509
Kathmere Capital Management
Pennsylvania
$292K +$284K +4,049 New
FMAEN1
510
Fund Management at Engine No 1
California
$291K +$15.5K +221 +6%
LFG
511
Lockerman Financial Group
California
$288K
CP
512
CenterBook Partners
Connecticut
$287K +$280K +3,987 New
PCS
513
Personal CFO Solutions
New Jersey
$286K +$14.2K +202 +5%
AIA
514
Angeles Investment Advisors
California
$285K +$278K +3,959 New
BAM
515
Blueshift Asset Management
New Jersey
$284K +$6.39K +91 +2%
VVP
516
Venture Visionary Partners
Ohio
$283K +$1.83K +26 +0.7%
OWA
517
One Wealth Advisors
California
$279K +$272K +3,878 New
GWM
518
Geneos Wealth Management
Colorado
$279K +$228K +3,248 +522%
SIG
519
Stonegate Investment Group
Alabama
$276K -$9.62K -137 -3%
Point72 Asset Management
520
Point72 Asset Management
Connecticut
$276K +$79.7K +1,135 +42%
CG
521
Caprock Group
Idaho
$274K +$265K +3,777 New
MAM
522
MMA Asset Management
Pennsylvania
$273K +$5.06K +72 +2%
CGL
523
Clarius Group LLC
Washington
$272K +$7.16K +102 +3%
Bank Julius Baer & Co
524
Bank Julius Baer & Co
Switzerland
$271K +$843 +12 +0.3%
SFA
525
Sequoia Financial Advisors
Ohio
$271K +$264K +3,759 New

HIG Hedge Fund Activity: Q2 2023 in Review

770 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2023, worth a combined $20.3B — up 2.2% from $19.8B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of HIG and 73 opened new positions — a net loss of 1 holder — while 278 trimmed existing stakes and 267 added.

The largest buyer was Victory Capital Management, adding an estimated $234M. The largest seller was T. Rowe Price Associates, cutting an estimated $209M.

  • 770 institutional investors held Hartford Financial Services (HIG) as of Q2 2023, down from 774 in Q1 2023.
  • Funds reported $20.3B of Hartford Financial Services stock for Q2 2023, up 2.2% quarter-over-quarter.
  • 73 funds opened new Hartford Financial Services positions in Q2 2023 and 74 closed out, a net change of -1 holder.
  • The largest Hartford Financial Services buyer in Q2 2023 was Victory Capital Management, an estimated $234M added.
  • The largest Hartford Financial Services seller in Q2 2023 was T. Rowe Price Associates, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2023.