We are live on ! Find out more
HIG icon

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
WT
526
Washington Trust
Rhode Island
$270K
HCA
527
Horan Capital Advisors
Ohio
$269K
FIA
528
Foundations Investment Advisors
Arizona
$269K +$9.9K +141 +4%
JFL
529
Jarislowsky, Fraser Ltd
Quebec, Canada
$268K
TI
530
Tidal Investments
Wisconsin
$268K -$15.9K -227 -6%
CI
531
Cigna Investments
Connecticut
$268K -$8.71K -124 -3%
AWM
532
Avior Wealth Management
Nebraska
$268K -$54.1K -770 -17%
ACP
533
Aveo Capital Partners
Colorado
$267K +$3.44K +49 +1%
PI
534
PFS Investments
Georgia
$267K +$14.8K +211 +6%
AIP
535
Ameritas Investment Partners
Nebraska
$265K -$20.9K -297 -7%
NW
536
Naviter Wealth
Arkansas
$264K
QCM
537
Quantinno Capital Management
New York
$264K +$258K +3,668 New
TAM
538
Trust Asset Management
Texas
$263K
PA
539
Profund Advisors
Maryland
$261K -$8.43K -120 -3%
Group One Trading
540
Group One Trading
Illinois
$259K +$252K +3,591 New
WC
541
Weil Company
California
$257K
FTDI
542
First Trust Direct Indexing
Massachusetts
$255K +$249K +3,545 New
PCM
543
Penserra Capital Management
California
$255K +$130K +1,845 +108%
PHAM
544
Palisades Hudson Asset Management
Florida
$254K
RIA
545
Realta Investment Advisors
Delaware
$253K +$4.78K +68 +2%
RBC
546
Romano Brothers & Co
Illinois
$251K -$14K -200 -5%
GWM
547
GSB Wealth Management
Connecticut
$250K -$10.5K -150 -4%
AWM
548
Aries Wealth Management
Maine
$249K
DJSG
549
D.J. St. Germain
Massachusetts
$248K +$242K +3,444 New
JWM
550
Janiczek Wealth Management
Colorado
$248K +$130K +1,850 +116%

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.