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Hartford Financial Services
HIG

Overview Fund Activity

844 hedge funds and large institutions have $22.6B invested in Hartford Financial Services in 2023 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 287 increasing their positions, 296 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
+76
Holders Change %
+9.9%
% of All Funds
12.37%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
129
Increased
287
Reduced
296
Closed
46
Calls
$100M
Puts
$88.5M
Net Calls
+$11.6M
Net Calls Change
+$18M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$545M
2
Man Group
Man Group
United Kingdom
$129M
3
Barclays
Barclays
United Kingdom
$192M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$492M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$993M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.5B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$848M
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.12B
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$126M
5
Verition Fund Management
Verition Fund Management
Connecticut
$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSAG
551
Lake Street Advisors Group
New Hampshire
$327K +$327K +4,044 New
CM
552
Capula Management
Cayman Islands
$327K +$327K +4,063 New
LFG
553
Lockerman Financial Group
California
$322K – – –
TA
554
Tectonic Advisors
Texas
$320K +$320K +3,978 New
PCS
555
Personal CFO Solutions
New Jersey
$318K -$10.9K -136 -3%
MIM
556
MTM Investment Management
South Carolina
$318K – – –
ACM
557
Advisors Capital Management
New Jersey
$311K +$36.1K +449 +13%
GWM
558
Geneos Wealth Management
Colorado
$311K -$65.4K -814 -17%
SIG
559
Stonegate Investment Group
Alabama
$308K – – –
WT
560
Washington Trust
Rhode Island
$307K +$6.03K +75 +2%
PTC
561
Petrus Trust Company
Texas
$307K +$307K +3,824 New
VVP
562
Venture Visionary Partners
Ohio
$305K -$11.4K -142 -4%
BHCM
563
Brevan Howard Capital Management
Jersey
$304K +$304K +3,788 New
AWM
564
Avior Wealth Management
Nebraska
$303K +$4.66K +58 +2%
HCA
565
Horan Capital Advisors
Ohio
$300K – – –
WPC
566
Wedmont Private Capital
Pennsylvania
$299K +$299K +3,649 New
BPC
567
Banque Pictet & Cie
Switzerland
$299K -$869K -10,811 -74%
CFP
568
Catalyst Financial Partners
Massachusetts
$297K +$297K +3,693 New
TAM
569
Trust Asset Management
Texas
$294K – – –
FFG
570
Fortem Financial Group
California
$293K -$63.8K -794 -18%
RIA
571
Realta Investment Advisors
Delaware
$292K +$10.4K +129 +4%
DWT
572
Dorsey & Whitney Trust
South Dakota
$291K +$32.8K +408 +13%
AFG
573
Atomi Financial Group
New York
$291K +$291K +3,620 New
GL
574
Graypoint LLC
New York
$291K +$291K +3,616 New
AIA
575
Angeles Investment Advisors
California
$291K -$6.03K -75 -2%
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