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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
JCIA
551
Jackson Creek Investment Advisors
Colorado
$333K -$14.3K -190 -4%
BAM
552
Belpointe Asset Management
Nevada
$332K +$58K +770 +23%
GI
553
GAMCO Investors
Connecticut
$330K
FIA
554
Foundations Investment Advisors
Arizona
$329K +$1.88K +25 +0.7%
LSAG
555
Lake Street Advisors Group
New Hampshire
$327K +$305K +4,044 New
CM
556
Capula Management
Cayman Islands
$327K +$306K +4,063 New
LFG
557
Lockerman Financial Group
California
$322K
TA
558
Tectonic Advisors
Texas
$320K +$300K +3,978 New
PCS
559
Personal CFO Solutions
New Jersey
$318K -$10.2K -136 -3%
MIM
560
MTM Investment Management
South Carolina
$318K
ACM
561
Advisors Capital Management
New Jersey
$311K +$33.8K +449 +13%
GWM
562
Geneos Wealth Management
Colorado
$311K -$61.3K -814 -17%
SIG
563
Stonegate Investment Group
Alabama
$308K
WT
564
Washington Trust
Rhode Island
$307K +$5.65K +75 +2%
PTC
565
Petrus Trust Company
Texas
$307K +$288K +3,824 New
VVP
566
Venture Visionary Partners
Ohio
$305K -$10.7K -142 -4%
BHCM
567
Brevan Howard Capital Management
Jersey
$304K +$285K +3,788 New
AWM
568
Avior Wealth Management
Nebraska
$303K +$4.37K +58 +2%
HCA
569
Horan Capital Advisors
Ohio
$300K
WPC
570
Wedmont Private Capital
Pennsylvania
$299K +$275K +3,649 New
BPC
571
Banque Pictet & Cie
Switzerland
$299K -$814K -10,811 -74%
CFP
572
Catalyst Financial Partners
Massachusetts
$297K +$278K +3,693 New
TAM
573
Trust Asset Management
Texas
$294K
FFG
574
Fortem Financial Group
California
$293K -$59.8K -794 -18%
RIA
575
Realta Investment Advisors
Delaware
$292K +$9.72K +129 +4%

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.