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Hartford Financial Services

787 hedge funds and large institutions have $21.7B invested in Hartford Financial Services in 2022 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 280 increasing their positions, 255 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 52

20% more capital invested

Capital invested by funds: $18.1B → $21.7B (+$3.63B)

7% more funds holding

Funds holding: 734787 (+53)

10% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 255

0.2% more ownership

Funds ownership: 90.46%90.66% (+0.2%)

27% less call options, than puts

Call options by funds: $122M | Put options by funds: $168M

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
787
Holders Change
+53
Holders Change %
+7.22%
% of All Funds
12.65%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
120
Increased
280
Reduced
255
Closed
52
Calls
$122M
Puts
$168M
Net Calls
-$45.4M
Net Calls Change
-$7.72M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
576
Tompkins Financial
New York
$230K
PI
577
PFS Investments
Georgia
$229K +$217K +3,019 New
DDPIC
578
Deroy & Devereaux Private Investment Counsel
Michigan
$227K +$216K +3,000 New
GA
579
Goldstein Advisors
Wisconsin
$227K +$216K +3,000 New
RPC
580
Rossmore Private Capital
Connecticut
$226K +$214K +2,975 New
Lido Advisors
581
Lido Advisors
California
$225K +$214K +2,967 New
MGIA
582
Moneta Group Investment Advisors
Missouri
$224K +$207K +2,881 New
IAIM
583
Industrial Alliance Investment Management
Quebec, Canada
$223K -$2.59K -36 -1%
SFG
584
Summit Financial Group
West Virginia
$223K +$212K +2,945 New
UAS
585
United Asset Strategies
New York
$222K +$211K +2,933 New
ACM
586
Advisors Capital Management
New Jersey
$217K -$6.98K -97 -3%
SFA
587
Source Financial Advisors
New York
$217K +$206K +2,856 New
William Blair Investment Management
588
William Blair Investment Management
Illinois
$216K +$205K +2,853 New
S
589
SignatureFD
Georgia
$215K +$54.2K +753 +36%
CGL
590
Clarius Group LLC
Washington
$213K +$203K +2,813 New
DC
591
Davenport & Co
Virginia
$212K +$201K +2,792 New
SFI
592
Siemens Fonds Invest
Germany
$211K -$49.7K -690 -20%
BTI
593
Blue Trust Inc
Georgia
$211K +$135K +1,869 +122%
CPO
594
Cerity Partners OCIO
New York
$211K +$201K +2,787 New
MMG
595
Monetary Management Group
Missouri
$209K
PFGIA
596
Patriot Financial Group Insurance Agency
Massachusetts
$209K +$199K +2,760 New
HPA
597
High Probability Advisors
New York
$209K +$198K +2,750 New
QCM
598
Quantinno Capital Management
New York
$208K +$197K +2,737 New
QCG
599
Quadrant Capital Group
Ohio
$208K +$41.6K +578 +27%
AAS
600
Ameritas Advisory Services
Nebraska
$207K +$197K +2,730 New

HIG Hedge Fund Activity: Q4 2022 in Review

787 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2022, worth a combined $21.7B — up 20% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new HIG positions and 52 closed out — a net gain of 68 holders — while 280 added to existing stakes and 255 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $406M. The largest seller was Nuveen, cutting an estimated $125M.

  • 787 institutional investors held Hartford Financial Services (HIG) as of Q4 2022, up from 734 in Q3 2022.
  • Funds reported $21.7B of Hartford Financial Services stock for Q4 2022, up 20% quarter-over-quarter.
  • 120 funds opened new Hartford Financial Services positions in Q4 2022 and 52 closed out, a net change of +68 holders.
  • The largest Hartford Financial Services buyer in Q4 2022 was T. Rowe Price Associates, an estimated $406M added.
  • The largest Hartford Financial Services seller in Q4 2022 was Nuveen, an estimated $125M sold.

Based on aggregated 13F filings for Q4 2022.