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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
AIA
626
Affinity Investment Advisors
California
$241K -$146K -1,942 -39%
GA
627
Goldstein Advisors
Wisconsin
$241K -$15.1K -200 -6%
KIA
628
Knollwood Investment Advisory
Maryland
$241K +$226K +3,000 New
DDPIC
629
Deroy & Devereaux Private Investment Counsel
Michigan
$241K
VCG
630
Vantage Consulting Group
Virginia
$240K -$34K -451 -13%
RPC
631
Rossmore Private Capital
Connecticut
$239K
SFG
632
Summit Financial Group
West Virginia
$237K
YIA
633
YHB Investment Advisors
Connecticut
$234K -$15.1K -200 -6%
IWA
634
IVC Wealth Advisors
Pennsylvania
$230K -$18.5K -245 -8%
CA
635
Commerzbank Aktiengesellschaft
Germany
$227K +$212K +2,821 New
UAS
636
United Asset Strategies
New York
$226K -$28.5K -379 -12%
CGL
637
Clarius Group LLC
Washington
$224K -$15.9K -211 -7%
CI
638
CX Institutional
Indiana
$223K +$209K +2,780 New
HPA
639
High Probability Advisors
New York
$221K +$207K +2,750 New
PCM
640
Penserra Capital Management
California
$218K -$45K -598 -18%
GM
641
GeoWealth Management
Illinois
$218K +$204K +2,713 New
BA
642
Bluesphere Advisors
Pennsylvania
$218K +$204K +2,708 New
QWP
643
Quotient Wealth Partners
Texas
$216K +$203K +2,691 New
WANY
644
Wealthspire Advisors (New York)
New York
$216K +$202K +2,682 New
ILI
645
Invesco LLC (Illinois)
Illinois
$215K +$202K +2,680 New
NI
646
NDVR Inc
Massachusetts
$215K +$202K +2,678 New
VIA
647
Virtus Investment Advisers
Connecticut
$212K +$199K +2,640 New
PBO
648
Peoples Bank (Ohio)
Ohio
$212K +$199K +2,639 New
SCM
649
Stevens Capital Management
Pennsylvania
$212K -$542K -7,190 -73%
AA
650
AlphaCentric Advisors
Puerto Rico
$212K +$85.9K +1,141 +76%

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.