We are live on ! Find out more
HIG icon

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
LC
601
Lindbrook Capital
California
$198K +$843 +12 +0.4%
MA
602
MCF Advisors
Kentucky
$188K -$21.8K -310 -11%
PTC
603
Private Trust Company
Ohio
$182K +$78.6K +1,119 +79%
HFM
604
Hartford Financial Management
Connecticut
$181K
FHA
605
First Horizon Advisors
Tennessee
$180K +$2.11K +30 +1%
ADL
606
Asset Dedication LLC
California
$168K
UM
607
UniSuper Management
Australia
$166K +$161K +2,300 New
AF
608
Advisornet Financial
Minnesota
$163K -$2.46K -35 -2%
SWM
609
Spire Wealth Management
Virginia
$153K +$5.48K +78 +4%
SIM
610
Sentry Investment Management
Wisconsin
$153K
NSIM
611
North Star Investment Management
Illinois
$152K
BLC
612
Brown, Lisle/Cummings
Rhode Island
$147K
AIM
613
Arcadia Investment Management
Michigan
$144K
Citadel Advisors
614
Citadel Advisors
Florida
$141K -$135K -1,918 -49%
CMF
615
Counterpoint Mutual Funds
California
$127K +$124K +1,759 New
AA
616
AlphaCentric Advisors
Puerto Rico
$119K -$10.3K -146 -8%
CWC
617
Carolinas Wealth Consulting
North Carolina
$107K -$4K -57 -4%
GBT
618
Grove Bank & Trust
Florida
$106K
DAM
619
Delta Asset Management
Tennessee
$106K
CT
620
Caldwell Trust
Florida
$103K -$23.4K -333 -19%
WIM
621
WealthPlan Investment Management
Nebraska
$101K
WBC
622
Westpac Banking Corp
Australia
$101K -$4.03M -57,398 -98%
LWCFA
623
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$100K +$6.39K +91 +7%
NECFA
624
New England Capital Financial Advisors
Connecticut
$97.5K
GWS
625
Glassman Wealth Services
Virginia
$97.3K +$72.3K +1,029 +320%

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.