We are live on ! Find out more
HIG icon

Hartford Financial Services

920 hedge funds and large institutions have $28.2B invested in Hartford Financial Services in 2024 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 286 increasing their positions, 340 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

116% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 68

92% more call options, than puts

Call options by funds: $114M | Put options by funds: $59.2M

24% more capital invested

Capital invested by funds: $22.7B → $28.2B (+$5.49B)

8% more funds holding

Funds holding: 850920 (+70)

1.65% less ownership

Funds ownership: 93.68%92.03% (-1.7%)

16% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 340

Holders
920
Holders Change
+70
Holders Change %
+8.24%
% of All Funds
13.25%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
147
Increased
286
Reduced
340
Closed
68
Calls
$114M
Puts
$59.2M
Net Calls
+$54.5M
Net Calls Change
+$42.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SCTC
601
Sanibel Captiva Trust Company
Florida
$336K
LC
602
Lindbrook Capital
California
$335K +$1.83K +20 +0.6%
MGIA
603
Moneta Group Investment Advisors
Missouri
$334K +$297K +3,239 New
NL
604
NWAM LLC
Washington
$333K -$6.14K -67 -2%
VVP
605
Venture Visionary Partners
Ohio
$332K -$52.4K -572 -15%
MA
606
MCF Advisors
Kentucky
$332K -$6.69K -73 -2%
HS
607
Horan Securities
United States
$330K -$23.9K -261 -8%
LNC
608
Lincoln National Corp
Pennsylvania
$330K +$1.83K +20 +0.6%
NP
609
Nilsine Partners
Colorado
$329K
CA
610
Commerzbank Aktiengesellschaft
Germany
$328K +$33.1K +361 +13%
EIP
611
Epoch Investment Partners
New York
$326K -$15.6K -170 -5%
VIM
612
Vista Investment Management
Pennsylvania
$325K -$2.02K -22 -0.7%
C
613
CEDRUS
Colorado
$323K -$151K -1,647 -34%
CI
614
Cigna Investments
Connecticut
$323K -$5.96K -65 -2%
GVAG
615
Great Valley Advisor Group
Delaware
$321K +$286K +3,118 New
HWM
616
HB Wealth Management
Georgia
$321K +$1.93K +21 +0.7%
ECM
617
Evergreen Capital Management
Washington
$321K +$7.33K +80 +3%
DOA
618
D'Orazio & Associates
Virginia
$319K +$6.33K +69 +2%
ACA
619
Aptus Capital Advisors
Alabama
$318K +$54.2K +591 +24%
HPC
620
HM Payson & Co
Maine
$316K +$3.85K +42 +1%
WA
621
Wealth Alliance
New York
$315K +$280K +3,057 New
HIP
622
HUB Investment Partners
Texas
$315K +$280K +3,054 New
TF
623
Tompkins Financial
New York
$314K
BONH
624
Bank of New Hampshire
New Hampshire
$314K
CAM
625
Cidel Asset Management
Ontario, Canada
$313K

HIG Hedge Fund Activity: Q1 2024 in Review

920 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q1 2024, worth a combined $28.2B — up 24% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new HIG positions and 68 closed out — a net gain of 79 holders — while 286 added to existing stakes and 340 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $189M. The largest seller was Morgan Stanley, cutting an estimated $317M.

  • 920 institutional investors held Hartford Financial Services (HIG) as of Q1 2024, up from 850 in Q4 2023.
  • Funds reported $28.2B of Hartford Financial Services stock for Q1 2024, up 24% quarter-over-quarter.
  • 147 funds opened new Hartford Financial Services positions in Q1 2024 and 68 closed out, a net change of +79 holders.
  • The largest Hartford Financial Services buyer in Q1 2024 was First Trust Advisors, an estimated $189M added.
  • The largest Hartford Financial Services seller in Q1 2024 was Morgan Stanley, an estimated $317M sold.

Based on aggregated 13F filings for Q1 2024.