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
FIM
501
Freedom Investment Management
Connecticut
$421K +$38.6K +513 +11%
VA
502
Vident Advisory
Georgia
$419K +$17.6K +234 +5%
SC
503
Syon Capital
California
$417K +$391K +5,192 New
TPCW
504
TD Private Client Wealth
New York
$417K -$10.5K -139 -3%
BFG
505
Bleakley Financial Group
New Jersey
$415K +$12.7K +168 +3%
SS
506
Simplicity Solutions
Minnesota
$415K +$12.7K +168 +3%
CP
507
Camelot Portfolios
Ohio
$412K +$386K +5,123 New
UB
508
UMB Bank
Missouri
$409K -$22.3K -296 -5%
HCA
509
Harbor Capital Advisors
Illinois
$407K +$2.03K +27 +0.5%
DEA
510
DoubleLine ETF Adviser
Florida
$407K +$26.2K +348 +7%
IAA
511
Independent Advisor Alliance
North Carolina
$403K -$16.3K -216 -4%
KS
512
Karpas Strategies
Connecticut
$402K
JIC
513
Johnson Investment Counsel
Ohio
$400K -$52.4K -696 -12%
AWM
514
Apollon Wealth Management
South Carolina
$393K +$92.6K +1,230 +34%
WS
515
Wedbush Securities
California
$392K +$12.3K +163 +3%
CFG
516
Citizens Financial Group
Rhode Island
$391K +$112K +1,481 +44%
MFG
517
Merit Financial Group
Georgia
$390K -$53.6K -712 -13%
SWM
518
SeaCrest Wealth Management
New York
$389K -$904 -12 -0.3%
WF
519
Welch & Forbes
Massachusetts
$386K
FFG
520
Frisch Financial Group
New York
$385K
C
521
CEDRUS
Colorado
$385K -$89.2K -1,185 -20%
VAS
522
Vestmark Advisory Solutions
Massachusetts
$385K -$6.93K -92 -2%
TI
523
Truepoint Inc
Ohio
$382K +$89.1K +1,183 +33%
NW
524
Naviter Wealth
Arkansas
$381K +$84.2K +1,118 +31%
Bessemer Group
525
Bessemer Group
New Jersey
$378K +$157K +2,086 +80%

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.