We are live on ! Find out more
HIG icon

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
FFG
501
Frisch Financial Group
New York
$339K +$2.03K +28 +0.6%
AAS
502
Avantax Advisory Services
Texas
$338K -$3.48K -48 -1%
FIM
503
Freedom Investment Management
Connecticut
$335K +$119K +1,638 +53%
SWM
504
SeaCrest Wealth Management
New York
$334K +$363 +5 +0.1%
DEA
505
DoubleLine ETF Adviser
Florida
$334K +$14.2K +196 +4%
WS
506
Wedbush Securities
California
$334K +$36K +496 +12%
GWM
507
Geneos Wealth Management
Colorado
$332K +$58.9K +811 +21%
BFM
508
Boothbay Fund Management
New York
$328K +$336K +4,628 New
TI
509
Tidal Investments
Wisconsin
$327K +$63.6K +877 +24%
PGIM
510
Pacific Global Investment Management
California
$325K +$435 +6 +0.1%
Tudor Investment Corp
511
Tudor Investment Corp
Connecticut
$322K +$329K +4,538 New
DAS
512
Dynamic Advisor Solutions
Arizona
$320K +$115K +1,584 +54%
SC
513
Steph & Co
Wisconsin
$319K +$13.7K +189 +4%
MAS
514
Meeder Advisory Services
Ohio
$318K -$17.4K -240 -5%
AIM
515
Aigen Investment Management
New York
$315K +$322K +4,441 New
FFG
516
Fortem Financial Group
California
$315K -$557K -7,674 -63%
GCM
517
Graham Capital Management
Connecticut
$312K -$15.4K -212 -5%
FMAEN1
518
Fund Management at Engine No 1
California
$310K +$24K +331 +8%
FTDI
519
First Trust Direct Indexing
Massachusetts
$310K +$59.5K +820 +23%
JCIA
520
Jackson Creek Investment Advisors
Colorado
$307K -$2.18K -30 -0.7%
CG
521
Caprock Group
Idaho
$293K +$23.9K +329 +9%
GI
522
GAMCO Investors
Connecticut
$291K -$25.4K -350 -8%
PCS
523
Personal CFO Solutions
New Jersey
$290K +$8.27K +114 +3%
OC
524
Oppenheimer & Co
New York
$290K +$50.8K +700 +21%
OWA
525
One Wealth Advisors
California
$285K +$10.6K +146 +4%

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.