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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
RIA
551
Realta Investment Advisors
Delaware
$253K
WIC
552
Wilkins Investment Counsel
Massachusetts
$252K -$149K -2,055 -37%
AWM
553
Aries Wealth Management
Maine
$250K
PHAM
554
Palisades Hudson Asset Management
Florida
$250K
PI
555
PEAK6 Investments
Illinois
$250K -$1.4M -19,259 -85%
ACP
556
Aveo Capital Partners
Colorado
$249K -$14.2K -196 -5%
TLP
557
Tri Locum Partners
New York
$248K +$33.8K +466 +15%
RBC
558
Romano Brothers & Co
Illinois
$247K
TC
559
Telemus Capital
Michigan
$246K +$12K +165 +5%
PA
560
Profund Advisors
Maryland
$246K -$11K -152 -4%
FPCG
561
Fort Pitt Capital Group
Pennsylvania
$245K +$1.45K +20 +0.6%
DJSG
562
D.J. St. Germain
Massachusetts
$244K
SA
563
Syntax Advisors
New York
$244K +$726 +10 +0.3%
VCG
564
Vantage Consulting Group
Virginia
$244K +$726 +10 +0.3%
GWM
565
GSB Wealth Management
Connecticut
$243K -$3.99K -55 -2%
ACM
566
Advisors Capital Management
New Jersey
$242K +$39.3K +542 +19%
CFG
567
Citizens Financial Group
Rhode Island
$242K -$92.1K -1,269 -27%
CCB
568
Country Club Bank
Missouri
$241K -$4.22M -58,180 -95%
BTW
569
Boston Trust Walden
Massachusetts
$241K
BAM
570
Belpointe Asset Management
Nevada
$238K +$243K +3,354 New
QCG
571
Quadrant Capital Group
Ohio
$238K +$7.47K +103 +3%
VIM
572
Vista Investment Management
Pennsylvania
$238K
EIP
573
Epoch Investment Partners
New York
$236K
SWM
574
Sugarloaf Wealth Management
Georgia
$235K
PCM
575
Penserra Capital Management
California
$235K -$15.8K -218 -6%

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.