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Hartford Financial Services
HIG

Overview Fund Activity

844 hedge funds and large institutions have $22.6B invested in Hartford Financial Services in 2023 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 287 increasing their positions, 296 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
+76
Holders Change %
+9.9%
% of All Funds
12.37%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
129
Increased
287
Reduced
296
Closed
46
Calls
$100M
Puts
$88.5M
Net Calls
+$11.6M
Net Calls Change
+$18M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$545M
2
Man Group
Man Group
United Kingdom
$129M
3
Barclays
Barclays
United Kingdom
$192M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$492M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$993M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.5B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$848M
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.12B
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$126M
5
Verition Fund Management
Verition Fund Management
Connecticut
$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GHA
651
GW Henssler & Associates
Georgia
$209K -$106K -1,316 -34%
GA
652
Geller Advisors
New York
$208K +$208K +2,576 New
BFM
653
Boothbay Fund Management
New York
$207K -$165K -2,052 -44%
PMSA
654
Patrick M. Sweeney & Associates
Illinois
$207K +$207K +2,575 New
CCA
655
Checchi Capital Advisers
California
$206K +$206K +2,567 New
SWP
656
Stratos Wealth Partners
Ohio
$206K +$206K +2,557 New
PWPS
657
Pinnacle Wealth Planning Services
Ohio
$203K -$249K -3,093 -55%
HFM
658
Hartford Financial Management
Connecticut
$202K – – –
ACA
659
Aptus Capital Advisors
Alabama
$200K -$44K -548 -18%
FHA
660
First Horizon Advisors
Tennessee
$200K +$80 +1 +0%
WF
661
Wayfinding Financial
Washington
$200K -$89.9K -1,112 -31%
SWM
662
Spire Wealth Management
Virginia
$193K +$19K +224 +11%
Capstone Investment Advisors
663
Capstone Investment Advisors
New York
$182K +$35.6K +443 +24%
PS
664
Principal Securities
Iowa
$180K +$180K +2,243 New
NS
665
NBC Securities
Alabama
$179K -$25.5K -318 -12%
AF
666
Advisornet Financial
Minnesota
$179K +$2.09K +26 +1%
RFS
667
Richardson Financial Services
Massachusetts
$177K +$177K +2,205 New
NSIM
668
North Star Investment Management
Illinois
$170K – – –
BLC
669
Brown, Lisle/Cummings
Rhode Island
$165K – – –
MMG
670
Monetary Management Group
Missouri
$164K -$57.9K -720 -26%
AIM
671
Arcadia Investment Management
Michigan
$161K – – –
BTI
672
Blue Trust Inc
Georgia
$160K +$22K +310 +16%
WBC
673
Westpac Banking Corp
Australia
$152K -$724K -9,009 -83%
ADL
674
Asset Dedication LLC
California
$148K -$13.1K -163 -8%
UFF
675
USA Financial Formulas
Michigan
$140K +$136K +1,686 +2,958%
25 26
27
28 29