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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
Bank Julius Baer & Co
601
Bank Julius Baer & Co
Switzerland
$267K -$49.9K -663 -17%
SWM
602
Sugarloaf Wealth Management
Georgia
$267K
PCOC
603
Power Corp of Canada
Canada
$266K +$249K +3,307 New
AC
604
AXQ Capital
New Jersey
$265K +$249K +3,300 New
Lido Advisors
605
Lido Advisors
California
$265K +$17.2K +229 +8%
MA
606
MCF Advisors
Kentucky
$265K +$42.3K +561 +21%
SCTC
607
Sanibel Captiva Trust Company
Florida
$262K +$246K +3,265 New
LC
608
Lindbrook Capital
California
$260K +$11.9K +158 +5%
CI
609
Cigna Investments
Connecticut
$258K -$5.27K -70 -2%
PWM
610
Perigon Wealth Management
California
$258K +$10.8K +143 +5%
NP
611
Nilsine Partners
Colorado
$257K +$13K +173 +6%
LNC
612
Lincoln National Corp
Pennsylvania
$256K +$753 +10 +0.3%
VIM
613
Vista Investment Management
Pennsylvania
$255K -$13.2K -175 -5%
MSWM
614
McGlone Suttner Wealth Management
Wisconsin
$254K +$24.9K +331 +12%
WIA
615
Wetzel Investment Advisors
Indiana
$254K +$238K +3,157 New
UM
616
UniSuper Management
Australia
$253K +$63.9K +848 +37%
HIMC
617
Heritage Investors Management Corp
Maryland
$253K
HWM
618
HB Wealth Management
Georgia
$249K -$16.4K -218 -7%
ACP
619
Aveo Capital Partners
Colorado
$246K -$34.3K -456 -13%
TF
620
Tompkins Financial
New York
$245K +$1.51K +20 +0.7%
BONH
621
Bank of New Hampshire
New Hampshire
$245K
CAM
622
Cidel Asset Management
Ontario, Canada
$244K +$229K +3,035 New
ECM
623
Evergreen Capital Management
Washington
$244K +$9.19K +122 +4%
HPC
624
HM Payson & Co
Maine
$243K -$2.26K -30 -1%
DOA
625
D'Orazio & Associates
Virginia
$243K -$12.5K -166 -5%

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.