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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
FIM
576
Freedom Investment Management
Connecticut
$222K +$217K +3,089 New
PWM
577
Perigon Wealth Management
California
$221K +$6.53K +93 +3%
HPC
578
HM Payson & Co
Maine
$220K
HS
579
Horan Securities
United States
$219K
TLP
580
Tri Locum Partners
New York
$219K +$213K +3,034 New
TF
581
Tompkins Financial
New York
$218K
GA
582
Goldstein Advisors
Wisconsin
$216K
DDPIC
583
Deroy & Devereaux Private Investment Counsel
Michigan
$216K
NP
584
Nilsine Partners
Colorado
$215K -$211 -3 -0.1%
RPC
585
Rossmore Private Capital
Connecticut
$214K
Bessemer Group
586
Bessemer Group
New Jersey
$214K -$292K -4,152 -58%
SFG
587
Summit Financial Group
West Virginia
$212K
IA
588
IFP Advisors
Florida
$212K +$6.46K +92 +3%
UAS
589
United Asset Strategies
New York
$211K -$3.65K -52 -2%
DAS
590
Dynamic Advisor Solutions
Arizona
$211K +$205K +2,924 New
GWWM
591
Great Waters Wealth Management
Minnesota
$210K
CCA
592
Checchi Capital Advisers
California
$207K +$202K +2,880 New
ACM
593
Advisors Capital Management
New Jersey
$207K -$632 -9 -0.3%
DS
594
DRW Securities
Illinois
$206K +$201K +2,865 New
PFGIA
595
Patriot Financial Group Insurance Agency
Massachusetts
$205K +$200K +2,842 New
ECM
596
Evergreen Capital Management
Washington
$204K +$198K +2,824 New
VSQM
597
V-Square Quantitative Management
Illinois
$202K +$197K +2,807 New
BSW
598
Buckingham Strategic Wealth
Missouri
$202K +$196K +2,798 New
ILI
599
Invesco LLC (Illinois)
Illinois
$201K +$196K +2,794 New
MMG
600
Monetary Management Group
Missouri
$199K

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.