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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
DWT
576
Dorsey & Whitney Trust
South Dakota
$291K +$30.7K +408 +13%
AFG
577
Atomi Financial Group
New York
$291K +$273K +3,620 New
GL
578
Graypoint LLC
New York
$291K +$272K +3,616 New
AIA
579
Angeles Investment Advisors
California
$291K -$5.65K -75 -2%
JFL
580
Jarislowsky, Fraser Ltd
Quebec, Canada
$289K
ET
581
Entropy Technologies
New York
$289K +$270K +3,590 New
WC
582
Weil Company
California
$287K
WIC
583
Wilkins Investment Counsel
Massachusetts
$286K
PHAM
584
Palisades Hudson Asset Management
Florida
$283K
QCG
585
Quadrant Capital Group
Ohio
$282K +$11.4K +151 +5%
BCV
586
Banque Cantonale Vaudoise
Switzerland
$281K -$158K -2,097 -38%
FPCG
587
Fort Pitt Capital Group
Pennsylvania
$279K +$1.51K +20 +0.6%
HS
588
Horan Securities
United States
$278K +$31.2K +414 +14%
AWM
589
Aries Wealth Management
Maine
$278K
SIC
590
Sterling Investment Counsel
New York
$277K -$102K -1,350 -28%
DJSG
591
D.J. St. Germain
Massachusetts
$277K
RZH
592
Relyea Zuckerberg Hanson
Connecticut
$275K +$8.59K +114 +3%
GWM
593
GSB Wealth Management
Connecticut
$275K
OC
594
Oppenheimer & Co
New York
$273K -$52.7K -700 -17%
SPIS
595
Steward Partners Investment Solutions
Oregon
$272K +$255K +3,388 New
NL
596
NWAM LLC
Washington
$270K +$253K +3,355 New
HAG
597
HighPoint Advisor Group
Illinois
$269K +$201K +2,672 New
AIP
598
Ameritas Investment Partners
Nebraska
$269K -$25.5K -338 -9%
EIP
599
Epoch Investment Partners
New York
$268K
WT
600
Whittier Trust
California
$268K +$155K +2,057 +162%

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.