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Hartford Financial Services

773 hedge funds and large institutions have $19.8B invested in Hartford Financial Services in 2023 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 291 increasing their positions, 268 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 53

9% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 268

0% more funds holding

Funds holding: 770773 (+3)

0.06% less ownership

Funds ownership: 90.83%90.77% (-0.06%)

2% less capital invested

Capital invested by funds: $20.3B → $19.8B (-$473M)

9% less call options, than puts

Call options by funds: $64.8M | Put options by funds: $71.2M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
773
Holders Change
+3
Holders Change %
+0.39%
% of All Funds
12.27%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
64
Increased
291
Reduced
268
Closed
53
Calls
$64.8M
Puts
$71.2M
Net Calls
-$6.4M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CGL
601
Clarius Group LLC
Washington
$212K -$57.1K -787 -21%
RPC
602
Rossmore Private Capital
Connecticut
$211K
SFG
603
Summit Financial Group
West Virginia
$209K
ECM
604
Evergreen Capital Management
Washington
$207K +$5.22K +72 +3%
MNBTD
605
Moody National Bank Trust Division
Texas
$206K -$16.3K -224 -7%
Credit Agricole
606
Credit Agricole
France
$204K +$209K +2,878 New
LA
607
LVW Advisors
New York
$203K +$207K +2,858 New
MSWM
608
McGlone Suttner Wealth Management
Wisconsin
$201K +$206K +2,834 New
MMG
609
Monetary Management Group
Missouri
$196K
MA
610
MCF Advisors
Kentucky
$194K +$8.85K +122 +5%
Bessemer Group
611
Bessemer Group
New Jersey
$185K -$26.1K -359 -12%
NS
612
NBC Securities
Alabama
$180K +$185K +2,551 New
HFM
613
Hartford Financial Management
Connecticut
$178K
FHA
614
First Horizon Advisors
Tennessee
$176K -$1.23K -17 -0.7%
SOW
615
State of Wyoming
Wyoming
$176K -$309K -4,263 -63%
UM
616
UniSuper Management
Australia
$163K
AF
617
Advisornet Financial
Minnesota
$156K -$4.35K -60 -3%
NSIM
618
North Star Investment Management
Illinois
$150K
BLC
619
Brown, Lisle/Cummings
Rhode Island
$145K
SWM
620
Spire Wealth Management
Virginia
$145K -$6.17K -85 -4%
ADL
621
Asset Dedication LLC
California
$142K -$24.2K -333 -14%
AIM
622
Arcadia Investment Management
Michigan
$142K
BTI
623
Blue Trust Inc
Georgia
$141K +$81.5K +1,123 +137%
Capstone Investment Advisors
624
Capstone Investment Advisors
New York
$129K +$90.9K +1,252 +219%
SIM
625
Sentry Investment Management
Wisconsin
$126K -$25.3K -349 -16%

HIG Hedge Fund Activity: Q3 2023 in Review

773 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q3 2023, worth a combined $19.8B — down 2.3% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new HIG positions and 53 closed out — a net gain of 11 holders — while 291 added to existing stakes and 268 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $78.6M. The largest seller was Man Group, exiting entirely with an estimated $141M sold.

  • 773 institutional investors held Hartford Financial Services (HIG) as of Q3 2023, up from 770 in Q2 2023.
  • Funds reported $19.8B of Hartford Financial Services stock for Q3 2023, down 2.3% quarter-over-quarter.
  • 64 funds opened new Hartford Financial Services positions in Q3 2023 and 53 closed out, a net change of +11 holders.
  • The largest Hartford Financial Services buyer in Q3 2023 was Victory Capital Management, an estimated $78.6M added.
  • The largest Hartford Financial Services seller in Q3 2023 was Man Group, an estimated $141M sold.

Based on aggregated 13F filings for Q3 2023.