We are live on ! Find out more
HIG icon

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
HWM
601
HB Wealth Management
Georgia
$207K +$196K +2,724 New
CCA
602
Checchi Capital Advisers
California
$202K +$192K +2,661 New
WANY
603
Wealthspire Advisors (New York)
New York
$202K -$42K -583 -18%
PCIA
604
Prime Capital Investment Advisors
Kansas
$201K +$190K +2,646 New
AIA
605
Arrow Investment Advisors
Maryland
$200K +$190K +2,643 New
Koshinski Asset Management
606
Koshinski Asset Management
Illinois
$200K +$190K +2,642 New
OWA
607
One Wealth Advisors
California
$193K +$184K +2,550 New
MA
608
MCF Advisors
Kentucky
$191K +$3.38K +47 +2%
HFM
609
Hartford Financial Management
Connecticut
$191K
FHA
610
First Horizon Advisors
Tennessee
$188K +$1.87K +26 +1%
AF
611
Advisornet Financial
Minnesota
$184K +$21.7K +301 +14%
ADL
612
Asset Dedication LLC
California
$179K +$3.17K +44 +2%
CT
613
Caldwell Trust
Florida
$170K
SIM
614
Sentry Investment Management
Wisconsin
$168K
LC
615
Lindbrook Capital
California
$161K
BLC
616
Brown, Lisle/Cummings
Rhode Island
$155K +$10.8K +150 +8%
Bank Julius Baer & Co
617
Bank Julius Baer & Co
Switzerland
$154K +$1.73K +24 +1%
CS
618
Comerica Securities
Michigan
$153K +$144K +2,006 New
AIM
619
Arcadia Investment Management
Michigan
$152K
SWM
620
Spire Wealth Management
Virginia
$143K +$12.2K +170 +10%
AA
621
AlphaCentric Advisors
Puerto Rico
$143K -$133K -1,842 -49%
PCM
622
Penserra Capital Management
California
$129K +$9.57K +133 +8%
EI
623
Ellevest Inc
New York
$121K +$42.2K +586 +58%
CWC
624
Carolinas Wealth Consulting
North Carolina
$118K -$432 -6 -0.4%
GBT
625
Grove Bank & Trust
Florida
$112K +$106K +1,473 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.