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Hartford Financial Services
HIG

Overview Fund Activity

844 hedge funds and large institutions have $22.6B invested in Hartford Financial Services in 2023 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 287 increasing their positions, 296 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
+76
Holders Change %
+9.9%
% of All Funds
12.37%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
129
Increased
287
Reduced
296
Closed
46
Calls
$100M
Puts
$88.5M
Net Calls
+$11.6M
Net Calls Change
+$18M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$545M
2
Man Group
Man Group
United Kingdom
$129M
3
Barclays
Barclays
United Kingdom
$192M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$492M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$993M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.5B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$848M
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.12B
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$126M
5
Verition Fund Management
Verition Fund Management
Connecticut
$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
501
Simplicity Solutions
Minnesota
$415K +$13.5K +168 +3%
BFG
502
Bleakley Financial Group
New Jersey
$415K +$13.5K +168 +3%
CP
503
Camelot Portfolios
Ohio
$412K +$412K +5,123 New
UB
504
UMB Bank
Missouri
$409K -$23.8K -296 -5%
HCA
505
Harbor Capital Advisors
Illinois
$407K +$2.17K +27 +0.5%
DEA
506
DoubleLine ETF Adviser
Florida
$407K +$28K +348 +7%
IAA
507
Independent Advisor Alliance
North Carolina
$403K -$17.4K -216 -4%
KS
508
Karpas Strategies
Connecticut
$402K – – –
JIC
509
Johnson Investment Counsel
Ohio
$400K -$55.9K -696 -12%
AWM
510
Apollon Wealth Management
South Carolina
$393K +$98.9K +1,230 +34%
WS
511
Wedbush Securities
California
$392K +$13.1K +163 +3%
CFG
512
Citizens Financial Group
Rhode Island
$391K +$119K +1,481 +44%
MFG
513
Merit Financial Group
Georgia
$390K -$57.2K -712 -13%
SWM
514
SeaCrest Wealth Management
New York
$389K -$994 -12 -0.3%
WF
515
Welch & Forbes
Massachusetts
$386K – – –
FFG
516
Frisch Financial Group
New York
$385K – – –
C
517
CEDRUS
Colorado
$385K -$95.3K -1,185 -20%
VAS
518
Vestmark Advisory Solutions
Massachusetts
$385K -$7.4K -92 -2%
TI
519
Truepoint Inc
Ohio
$382K +$95.1K +1,183 +33%
NW
520
Naviter Wealth
Arkansas
$381K +$90.4K +1,118 +31%
Bessemer Group
521
Bessemer Group
New Jersey
$378K +$168K +2,086 +80%
OWA
522
One Wealth Advisors
California
$373K +$48.1K +595 +15%
PGIM
523
Pacific Global Investment Management
California
$371K +$2.09K +26 +0.6%
BSW
524
Buckingham Strategic Wealth
Missouri
$371K +$114K +1,413 +44%
PCIA
525
Prime Capital Investment Advisors
Kansas
$369K +$123K +1,527 +50%
19 20
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