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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
TFA
626
Transamerica Financial Advisors
Florida
$92K +$89.5K +1,275 New
HIA
627
Harbor Investment Advisory
Maryland
$90.2K +$5.62K +80 +7%
WT
628
Whittier Trust
California
$90K -$3.44K -49 -4%
AA
629
Ancora Advisors
Ohio
$90K
CFB
630
Cullen/Frost Bankers
Texas
$87K +$12.8K +183 +18%
JWA
631
JFS Wealth Advisors
Pennsylvania
$86.6K +$562 +8 +0.7%
RI
632
Ridgewood Investments
New Jersey
$86.2K
QC
633
Quent Capital
New York
$85.4K +$211 +3 +0.3%
FFA
634
Farther Finance Advisors
California
$83K +$4.42K +63 +6%
GRP
635
Global Retirement Partners
California
$82K +$2.74K +39 +4%
AA
636
Alta Advisers
United Kingdom
$79.2K
HCP
637
Hexagon Capital Partners
Arkansas
$76K +$211 +3 +0.3%
AI
638
AXS Investments
New York
$73.1K -$82.5K -1,175 -54%
PSB
639
Piscataqua Savings Bank
New Hampshire
$72K
RFA
640
Resurgent Financial Advisors
Georgia
$71.1K +$211 +3 +0.3%
FCA
641
FinTrust Capital Advisors
South Carolina
$71K
MCM
642
MV Capital Management
Maryland
$67.6K +$36.7K +523 +126%
DMBA
643
Deseret Mutual Benefit Administrators
Utah
$67.6K
GWSG
644
GPS Wealth Strategies Group
Colorado
$66.3K
KTC
645
Kistler-Tiffany Companies
Pennsylvania
$65.5K +$63.9K +910 New
LSA
646
Leonteq Securities AG
Switzerland
$65.5K -$4.78K -68 -7%
GFPC
647
Global Financial Private Client
Florida
$65.3K
IRC
648
Investors Research Corp
Georgia
$62K
DWMG
649
DB Wealth Management Group
California
$61.4K
CT
650
Cambridge Trust
Massachusetts
$58.6K -$6.67K -95 -10%

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.