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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
NW
526
Naviter Wealth
Arkansas
$286K -$138K -1,914 -34%
HW
527
Hancock Whitney
Mississippi
$286K +$8.86K +123 +3%
WT
528
Washington Trust
Rhode Island
$284K -$36K -500 -12%
HCA
529
Horan Capital Advisors
Ohio
$283K
TAM
530
Trust Asset Management
Texas
$282K
PCS
531
Personal CFO Solutions
New Jersey
$280K +$32.9K +457 +14%
RBC
532
Romano Brothers & Co
Illinois
$279K
MAM
533
MMA Asset Management
Pennsylvania
$275K
VVP
534
Venture Visionary Partners
Ohio
$275K +$2.81K +39 +1%
APP
535
Alpha Paradigm Partners
Illinois
$274K -$185K -2,568 -42%
JFL
536
Jarislowsky, Fraser Ltd
Quebec, Canada
$273K
FIA
537
Foundations Investment Advisors
Arizona
$272K +$576 +8 +0.2%
SBH
538
Segall Bryant & Hamill
Illinois
$271K +$257K +3,574 New
WC
539
Weil Company
California
$271K
PHAM
540
Palisades Hudson Asset Management
Florida
$270K +$3.02K +42 +1%
I
541
InceptionR
California
$270K +$256K +3,560 New
GG
542
Gofen & Glossberg
Illinois
$268K -$67.6K -939 -21%
AWM
543
Aprio Wealth Management
Georgia
$268K +$19K +264 +8%
FMAEN1
544
Fund Management at Engine No 1
California
$266K +$252K +3,502 New
AWM
545
AE Wealth Management
Kansas
$264K +$5.33K +74 +2%
FPCG
546
Fort Pitt Capital Group
Pennsylvania
$264K -$45.9K -638 -15%
AWM
547
Aries Wealth Management
Maine
$262K
BONH
548
Bank of New Hampshire
New Hampshire
$261K -$72K -1,000 -23%
SA
549
Syntax Advisors
New York
$261K -$45.4K -630 -15%
VCG
550
Vantage Consulting Group
Virginia
$261K -$45.4K -630 -15%

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.