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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
LFG
526
Lockerman Financial Group
California
$284K
Bank Julius Baer & Co
527
Bank Julius Baer & Co
Switzerland
$282K +$16K +221 +6%
MIM
528
MTM Investment Management
South Carolina
$280K -$200K -2,759 -41%
VVP
529
Venture Visionary Partners
Ohio
$279K +$290 +4 +0.1%
SFA
530
Sequoia Financial Advisors
Ohio
$279K +$12.3K +169 +4%
GHA
531
GW Henssler & Associates
Georgia
$278K -$111K -1,525 -28%
Los Angeles Capital Management
532
Los Angeles Capital Management
California
$277K +$34.5K +475 +14%
JWM
533
Janiczek Wealth Management
Colorado
$275K +$31.3K +431 +13%
SIG
534
Stonegate Investment Group
Alabama
$272K
FIA
535
Foundations Investment Advisors
Arizona
$266K +$1.38K +19 +0.5%
WT
536
Washington Trust
Rhode Island
$266K
HCA
537
Horan Capital Advisors
Ohio
$265K
STA
538
Summit Trail Advisors
New York
$264K +$30K +414 +13%
AWM
539
Avior Wealth Management
Nebraska
$264K
IPW
540
Impact Partnership Wealth
Georgia
$262K +$265K +3,651 +8,693%
AIA
541
Angeles Investment Advisors
California
$262K -$19.5K -269 -7%
AIP
542
Ameritas Investment Partners
Nebraska
$261K
TFS
543
Thoroughbred Financial Services
Tennessee
$260K +$266K +3,670 New
AWM
544
Apollon Wealth Management
South Carolina
$260K +$266K +3,663 New
TAM
545
Trust Asset Management
Texas
$259K
NW
546
Naviter Wealth
Arkansas
$256K -$4.5K -62 -2%
JFL
547
Jarislowsky, Fraser Ltd
Quebec, Canada
$255K -$9.07K -125 -3%
WF
548
Wayfinding Financial
Washington
$255K +$20.8K +287 +9%
TI
549
Truepoint Inc
Ohio
$253K +$259K +3,574 New
WC
550
Weil Company
California
$253K

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.