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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
PFS
651
Prospera Financial Services
Texas
$212K +$198K +2,632 New
STA
652
Summit Trail Advisors
New York
$211K -$81.3K -1,080 -29%
GWWM
653
Great Waters Wealth Management
Minnesota
$211K +$195K +2,588 New
William Blair Investment Management
654
William Blair Investment Management
Illinois
$210K +$197K +2,616 New
GHA
655
GW Henssler & Associates
Georgia
$209K -$99.1K -1,316 -34%
GA
656
Geller Advisors
New York
$208K +$194K +2,576 New
BFM
657
Boothbay Fund Management
New York
$207K -$155K -2,052 -44%
PMSA
658
Patrick M. Sweeney & Associates
Illinois
$207K +$194K +2,575 New
CCA
659
Checchi Capital Advisers
California
$206K +$193K +2,567 New
SWP
660
Stratos Wealth Partners
Ohio
$206K +$193K +2,557 New
PWPS
661
Pinnacle Wealth Planning Services
Ohio
$203K -$233K -3,093 -55%
HFM
662
Hartford Financial Management
Connecticut
$202K
ACA
663
Aptus Capital Advisors
Alabama
$200K -$41.3K -548 -18%
FHA
664
First Horizon Advisors
Tennessee
$200K +$75 +1 +0%
WF
665
Wayfinding Financial
Washington
$200K -$83.8K -1,112 -31%
SWM
666
Spire Wealth Management
Virginia
$193K +$16.9K +224 +11%
Capstone Investment Advisors
667
Capstone Investment Advisors
New York
$182K +$33.4K +443 +24%
PS
668
Principal Securities
Iowa
$180K +$169K +2,243 New
NS
669
NBC Securities
Alabama
$179K -$23.9K -318 -12%
AF
670
Advisornet Financial
Minnesota
$179K +$1.96K +26 +1%
RFS
671
Richardson Financial Services
Massachusetts
$177K +$166K +2,205 New
NSIM
672
North Star Investment Management
Illinois
$170K
BLC
673
Brown, Lisle/Cummings
Rhode Island
$165K
MMG
674
Monetary Management Group
Missouri
$164K -$54.2K -720 -26%
AIM
675
Arcadia Investment Management
Michigan
$161K

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.