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Hartford Financial Services

787 hedge funds and large institutions have $21.7B invested in Hartford Financial Services in 2022 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 280 increasing their positions, 255 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 52

20% more capital invested

Capital invested by funds: $18.1B → $21.7B (+$3.63B)

7% more funds holding

Funds holding: 734787 (+53)

10% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 255

0.2% more ownership

Funds ownership: 90.46%90.66% (+0.2%)

27% less call options, than puts

Call options by funds: $122M | Put options by funds: $168M

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
787
Holders Change
+53
Holders Change %
+7.22%
% of All Funds
12.65%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
120
Increased
280
Reduced
255
Closed
52
Calls
$122M
Puts
$168M
Net Calls
-$45.4M
Net Calls Change
-$7.72M
Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
651
U.S. Capital Wealth Advisors
Texas
$69.7K +$66.2K +919 New
NSIM
652
North Star Investment Management
Illinois
$69.4K -$210K -2,921 -76%
Loomis, Sayles & Company
653
Loomis, Sayles & Company
Massachusetts
$69K -$5.69K -79 -8%
CT
654
Cambridge Trust
Massachusetts
$69K
IRC
655
Investors Research Corp
Georgia
$65.3K
DWMG
656
DB Wealth Management Group
California
$64.6K
CTC
657
Central Trust Company
Missouri
$63.7K +$39.2K +545 +185%
LFG
658
Larson Financial Group
Missouri
$61.8K +$360 +5 +0.6%
AAG
659
Armstrong Advisory Group
Massachusetts
$60.4K +$57.4K +797 New
AG
660
AIA Group
Hong Kong
$59.3K -$85.4K -1,186 -60%
HFM
661
Harvest Fund Management
China
$57K
AWM
662
Accel Wealth Management
Iowa
$56.2K
AWM
663
Accurate Wealth Management
Florida
$54.4K +$51.4K +714 New
DJSG
664
D.J. St. Germain
Massachusetts
$53.8K +$51.1K +710 New
PWMG
665
Prestige Wealth Management Group
New Jersey
$53.4K -$1.3K -18 -3%
PB
666
Pinnacle Bancorp
Nebraska
$52K
HWMA
667
Heritage Wealth Management (Arizona)
Arizona
$51.6K +$26.1K +363 +115%
TSW
668
Thompson Siegel & Walmsley
Virginia
$50K
GRP
669
Global Retirement Partners
California
$49.3K +$26.3K +365 +128%
SAM
670
S.A. Mason
Michigan
$49K
GWM
671
Geneos Wealth Management
Colorado
$47.2K
SSC
672
Syverson Strege & Co
Iowa
$46.2K +$288 +4 +0.7%
JWM
673
Janiczek Wealth Management
Colorado
$46K +$1.08K +15 +3%
C
674
Covestor
United Kingdom
$43K -$61.4K -853 -60%
TSWM
675
Tyler-Stone Wealth Management
Ohio
$42K -$1.87K -26 -5%

HIG Hedge Fund Activity: Q4 2022 in Review

787 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2022, worth a combined $21.7B — up 20% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new HIG positions and 52 closed out — a net gain of 68 holders — while 280 added to existing stakes and 255 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $406M. The largest seller was Nuveen, cutting an estimated $125M.

  • 787 institutional investors held Hartford Financial Services (HIG) as of Q4 2022, up from 734 in Q3 2022.
  • Funds reported $21.7B of Hartford Financial Services stock for Q4 2022, up 20% quarter-over-quarter.
  • 120 funds opened new Hartford Financial Services positions in Q4 2022 and 52 closed out, a net change of +68 holders.
  • The largest Hartford Financial Services buyer in Q4 2022 was T. Rowe Price Associates, an estimated $406M added.
  • The largest Hartford Financial Services seller in Q4 2022 was Nuveen, an estimated $125M sold.

Based on aggregated 13F filings for Q4 2022.