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Hartford Financial Services
HIG

Overview Fund Activity

769 hedge funds and large institutions have $19.8B invested in Hartford Financial Services in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 284 increasing their positions, 263 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
769
Holders Change
-13
Holders Change %
-1.66%
% of All Funds
12.31%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
76
Increased
284
Reduced
263
Closed
73
Calls
$73.2M
Puts
$133M
Net Calls
-$59.7M
Net Calls Change
-$14.3M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$141M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$93.3M
3
GLA
Great Lakes Advisors
Illinois
+$88.1M
4
PCM
Prana Capital Management
Connecticut
+$52M
5
SSA
Schonfeld Strategic Advisors
New York
+$50M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$353M
2
Man Group
Man Group
United Kingdom
-$150M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$118M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$100M
5
Amundi
Amundi
France
-$60.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
601
Sentry Investment Management
Wisconsin
$148K -$6.41K -92 -4%
NSIM
602
North Star Investment Management
Illinois
$147K +$83.6K +1,200 +131%
KI
603
Kapitalo Investimentos
Brazil
$146K +$146K +2,088 New
SWM
604
Spire Wealth Management
Virginia
$143K +$11.2K +161 +9%
BLC
605
Brown, Lisle/Cummings
Rhode Island
$143K – – –
AIM
606
Arcadia Investment Management
Michigan
$139K – – –
CCM
607
Carderock Capital Management
Maryland
$131K +$131K +1,875 New
EI
608
Ellevest Inc
New York
$131K +$19.7K +282 +18%
AA
609
AlphaCentric Advisors
Puerto Rico
$125K -$6.27K -90 -5%
PCM
610
Penserra Capital Management
California
$119K – – –
JWM
611
Janiczek Wealth Management
Colorado
$108K +$67.1K +986 +164%
CWC
612
Carolinas Wealth Consulting
North Carolina
$107K -$631 -9 -0.6%
GBT
613
Grove Bank & Trust
Florida
$103K – – –
DAM
614
Delta Asset Management
Tennessee
$102K – – –
PTC
615
Private Trust Company
Ohio
$98.1K -$558 -8 -0.6%
WIM
616
WealthPlan Investment Management
Nebraska
$97.6K +$97.6K +1,400 New
NECFA
617
New England Capital Financial Advisors
Connecticut
$94.3K – – –
CCA
618
Column Capital Advisors
Indiana
$94.1K – – –
LWCFA
619
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$90.6K – – –
WT
620
Whittier Trust
California
$90.5K – – –
AA
621
Ancora Advisors
Ohio
$87.1K – – –
RI
622
Ridgewood Investments
New Jersey
$83.4K +$83.4K +1,197 New
JWA
623
JFS Wealth Advisors
Pennsylvania
$83.2K -$1.46K -21 -2%
QC
624
Quent Capital
New York
$82.5K +$139 +2 +0.2%
HIA
625
Harbor Investment Advisory
Maryland
$81.7K – – –
23 24
25
26 27