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Hartford Financial Services
HIG

Overview Fund Activity

844 hedge funds and large institutions have $22.6B invested in Hartford Financial Services in 2023 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 287 increasing their positions, 296 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
+76
Holders Change %
+9.9%
% of All Funds
12.37%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
129
Increased
287
Reduced
296
Closed
46
Calls
$100M
Puts
$88.5M
Net Calls
+$11.6M
Net Calls Change
+$18M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$545M
2
Man Group
Man Group
United Kingdom
$129M
3
Barclays
Barclays
United Kingdom
$192M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$492M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$993M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.5B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$848M
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.12B
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$126M
5
Verition Fund Management
Verition Fund Management
Connecticut
$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
601
Lido Advisors
California
$265K +$18.5K +229 +8%
MA
602
MCF Advisors
Kentucky
$265K +$45.3K +561 +21%
SCTC
603
Sanibel Captiva Trust Company
Florida
$262K +$262K +3,265 New
LC
604
Lindbrook Capital
California
$260K +$12.7K +158 +5%
CI
605
Cigna Investments
Connecticut
$258K -$5.63K -70 -2%
PWM
606
Perigon Wealth Management
California
$258K +$11.5K +143 +5%
NP
607
Nilsine Partners
Colorado
$257K +$13.9K +173 +6%
LNC
608
Lincoln National Corp
Pennsylvania
$256K +$804 +10 +0.3%
VIM
609
Vista Investment Management
Pennsylvania
$255K -$14.1K -175 -5%
MSWM
610
McGlone Suttner Wealth Management
Wisconsin
$254K +$26.6K +331 +12%
WIA
611
Wetzel Investment Advisors
Indiana
$254K +$254K +3,157 New
UM
612
UniSuper Management
Australia
$253K +$68.2K +848 +37%
HIMC
613
Heritage Investors Management Corp
Maryland
$253K – – –
HWM
614
HB Wealth Management
Georgia
$249K -$17.5K -218 -7%
ACP
615
Aveo Capital Partners
Colorado
$246K -$36.7K -456 -13%
TF
616
Tompkins Financial
New York
$245K +$1.61K +20 +0.7%
BONH
617
Bank of New Hampshire
New Hampshire
$245K – – –
CAM
618
Cidel Asset Management
Ontario, Canada
$244K +$244K +3,035 New
ECM
619
Evergreen Capital Management
Washington
$244K +$9.86K +122 +4%
HPC
620
HM Payson & Co
Maine
$243K -$2.41K -30 -1%
DOA
621
D'Orazio & Associates
Virginia
$243K -$13.3K -166 -5%
AIA
622
Affinity Investment Advisors
California
$241K -$156K -1,942 -39%
GA
623
Goldstein Advisors
Wisconsin
$241K -$16.1K -200 -6%
KIA
624
Knollwood Investment Advisory
Maryland
$241K +$241K +3,000 New
DDPIC
625
Deroy & Devereaux Private Investment Counsel
Michigan
$241K – – –
23 24
25
26 27