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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
PTC
626
Private Trust Company
Ohio
$121K -$59.3K -817 -32%
HCM
627
Highlander Capital Management
New Jersey
$118K +$121K +1,668 New
GRP
628
Global Retirement Partners
California
$112K +$32.7K +450 +40%
CA
629
Clearstead Advisors
Ohio
$108K +$58.6K +808 +112%
AA
630
AlphaCentric Advisors
Puerto Rico
$106K -$11K -151 -9%
CT
631
Caldwell Trust
Florida
$101K
DAM
632
Delta Asset Management
Tennessee
$99.3K -$5.08K -70 -5%
GWS
633
Glassman Wealth Services
Virginia
$98.4K +$2.61K +36 +3%
AAG
634
Armstrong Advisory Group
Massachusetts
$97.8K +$42.2K +582 +73%
NECFA
635
New England Capital Financial Advisors
Connecticut
$96K
MCM
636
Manchester Capital Management
Vermont
$94.9K +$94.3K +1,300 +3,333%
MCM
637
MV Capital Management
Maryland
$92.2K +$26.2K +361 +38%
TFA
638
Transamerica Financial Advisors
Florida
$92K +$1.23K +17 +1%
KI
639
Kapitalo Investimentos
Brazil
$91.9K +$56.2K +774 +148%
WT
640
Whittier Trust
California
$90.3K +$1.67K +23 +2%
QC
641
Quent Capital
New York
$89.8K +$5.88K +81 +7%
LWCFA
642
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$89.5K -$12.7K -175 -13%
AA
643
Ancora Advisors
Ohio
$88.6K
FFA
644
Farther Finance Advisors
California
$88K +$6.39K +88 +8%
JWA
645
JFS Wealth Advisors
Pennsylvania
$87.9K +$2.69K +37 +3%
AA
646
Alta Advisers
United Kingdom
$78K
HCP
647
Hexagon Capital Partners
Arkansas
$74.4K -$435 -6 -0.6%
PSB
648
Piscataqua Savings Bank
New Hampshire
$70.9K
RFA
649
Resurgent Financial Advisors
Georgia
$70K
TFA
650
Toth Financial Advisory
Virginia
$66.3K +$21.8K +300 +47%

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.