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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
FPCG
551
Fort Pitt Capital Group
Pennsylvania
$247K -$4.42K -63 -2%
Los Angeles Capital Management
552
Los Angeles Capital Management
California
$247K
SA
553
Syntax Advisors
New York
$247K -$13.8K -196 -5%
VCG
554
Vantage Consulting Group
Virginia
$247K -$13.8K -196 -5%
BTW
555
Boston Trust Walden
Massachusetts
$245K
OC
556
Oppenheimer & Co
New York
$244K
VIM
557
Vista Investment Management
Pennsylvania
$241K
BONH
558
Bank of New Hampshire
New Hampshire
$241K -$3.86K -55 -2%
EIP
559
Epoch Investment Partners
New York
$240K
SWM
560
Sugarloaf Wealth Management
Georgia
$239K
TC
561
Telemus Capital
Michigan
$238K +$1.33K +19 +0.6%
WF
562
Wayfinding Financial
Washington
$238K +$23.6K +336 +11%
STA
563
Summit Trail Advisors
New York
$237K +$230K +3,281 New
NL
564
NWAM LLC
Washington
$237K +$231K +3,285 New
QCG
565
Quadrant Capital Group
Ohio
$234K +$16.9K +241 +8%
PCMC
566
Paragon Capital Management (Colorado)
Colorado
$232K +$5.55K +79 +3%
DWT
567
Dorsey & Whitney Trust
South Dakota
$232K +$226K +3,218 New
AWM
568
AE Wealth Management
Kansas
$231K +$1.75K +25 +0.8%
LNC
569
Lincoln National Corp
Pennsylvania
$230K +$1.69K +24 +0.8%
GA
570
Geller Advisors
New York
$228K +$221K +3,148 New
HIMC
571
Heritage Investors Management Corp
Maryland
$227K
MNBTD
572
Moody National Bank Trust Division
Texas
$225K
YIA
573
YHB Investment Advisors
Connecticut
$224K -$4.21K -60 -2%
IWA
574
IVC Wealth Advisors
Pennsylvania
$223K +$351 +5 +0.2%
PCIA
575
Prime Capital Investment Advisors
Kansas
$223K +$217K +3,093 New

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.