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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
OWA
526
One Wealth Advisors
California
$373K +$44.8K +595 +15%
PGIM
527
Pacific Global Investment Management
California
$371K +$1.96K +26 +0.6%
BSW
528
Buckingham Strategic Wealth
Missouri
$371K +$106K +1,413 +44%
PCIA
529
Prime Capital Investment Advisors
Kansas
$369K +$115K +1,527 +50%
MFIM
530
Mesirow Financial Investment Management
Illinois
$363K +$340K +4,519 New
JWM
531
Janiczek Wealth Management
Colorado
$362K +$48K +637 +16%
MAS
532
Meeder Advisory Services
Ohio
$362K +$2.26K +30 +0.7%
PIA
533
Pinion Investment Advisors
Kansas
$362K -$171K -2,269 -34%
LA
534
Lane & Associates
New Jersey
$361K -$52.9K -703 -14%
CIBC World Market
535
CIBC World Market
Ontario, Canada
$360K -$191K -2,534 -36%
SC
536
Steph & Co
Wisconsin
$360K -$1.43K -19 -0.4%
SOW
537
State of Wyoming
Wyoming
$360K +$150K +1,988 +80%
DAS
538
Dynamic Advisor Solutions
Arizona
$359K -$13K -172 -4%
CG
539
Caprock Group
Idaho
$358K +$24.7K +328 +8%
LA
540
LVW Advisors
New York
$358K +$120K +1,599 +56%
AAS
541
Avantax Advisory Services
Texas
$355K -$25.8K -342 -7%
ALAM
542
Asahi Life Asset Management
Japan
$354K +$332K +4,410 New
BTW
543
Boston Trust Walden
Massachusetts
$352K +$73.6K +977 +29%
PA
544
Profund Advisors
Maryland
$349K +$65.8K +874 +25%
SRL
545
Scientech Research LLC
New Jersey
$345K +$323K +4,289 New
HI
546
Horizon Investments
North Carolina
$343K -$601K -7,983 -65%
NIM
547
NEOS Investment Management
Connecticut
$343K +$95.6K +1,269 +42%
TA
548
TFB Advisors
Kansas
$336K +$315K +4,186 New
PWMG
549
Provence Wealth Management Group
California
$335K -$108K -1,428 -26%
JIP
550
Jaffetilchin Investment Partners
Florida
$333K -$114K -1,513 -27%

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.