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Hartford Financial Services

770 hedge funds and large institutions have $20.3B invested in Hartford Financial Services in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 267 increasing their positions, 278 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $19.8B → $20.3B (+$442M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.04% less ownership

Funds ownership: 90.87%90.83% (-0.04%)

1% less funds holding

Funds holding: 774770 (-4)

1% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 74

4% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 278

29% less call options, than puts

Call options by funds: $50.3M | Put options by funds: $71.3M

Holders
770
Holders Change
-4
Holders Change %
-0.52%
% of All Funds
12.09%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
73
Increased
267
Reduced
278
Closed
74
Calls
$50.3M
Puts
$71.3M
Net Calls
-$21M
Net Calls Change
+$38.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FCMT
676
Founders Capital Management (Texas)
Texas
$28.8K +$7.02K +100 +33%
ST
677
Smithfield Trust
Pennsylvania
$28K
TWC
678
TD Waterhouse Canada
Ontario, Canada
$27.2K +$562 +8 +2%
Jones Financial Companies
679
Jones Financial Companies
Missouri
$27K
CG
680
Cutler Group
California
$27K +$26.5K +377 New
CSC
681
Caldwell Sutter Capital
California
$26.3K +$25.6K +365 New
CFO
682
CVA Family Office
Colorado
$24.8K +$702 +10 +3%
SCA
683
Stuart Chaussee & Associates
California
$24.5K
WP
684
WealthPLAN Partners
Nebraska
$24K
HWA
685
Heritage Wealth Advisors
Virginia
$23.4K
BIA
686
Bell Investment Advisors
California
$23.2K +$351 +5 +2%
PCA
687
Providence Capital Advisors
North Carolina
$22.5K
NF
688
Norwood Financial
Pennsylvania
$21.6K
BC
689
Barrett & Company
Rhode Island
$21.1K
C
690
Covestor
United Kingdom
$20K +$6.81K +97 +53%
TCOV
691
Trust Company of Vermont
Vermont
$19.4K -$3.51K -50 -16%
WTC
692
WhitTier Trust Company
Nevada
$19.4K
SN
693
Sittner & Nelson
Oregon
$18.7K +$4.21K +60 +30%
WFA
694
West Financial Advisors
Iowa
$17.8K
OC
695
Oakworth Capital
Alabama
$17.3K
FMII
696
Farmers & Merchants Investments Inc
Nebraska
$16.4K
EWA
697
EverSource Wealth Advisors
Alabama
$15.9K +$3.3K +47 +27%
TCM
698
Tradewinds Capital Management
Washington
$15.8K
BBHC
699
Brown Brothers Harriman & Co
New York
$15.8K
EARNEST Partners
700
EARNEST Partners
Georgia
$15.6K

HIG Hedge Fund Activity: Q2 2023 in Review

770 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2023, worth a combined $20.3B — up 2.2% from $19.8B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of HIG and 73 opened new positions — a net loss of 1 holder — while 278 trimmed existing stakes and 267 added.

The largest buyer was Victory Capital Management, adding an estimated $234M. The largest seller was T. Rowe Price Associates, cutting an estimated $209M.

  • 770 institutional investors held Hartford Financial Services (HIG) as of Q2 2023, down from 774 in Q1 2023.
  • Funds reported $20.3B of Hartford Financial Services stock for Q2 2023, up 2.2% quarter-over-quarter.
  • 73 funds opened new Hartford Financial Services positions in Q2 2023 and 74 closed out, a net change of -1 holder.
  • The largest Hartford Financial Services buyer in Q2 2023 was Victory Capital Management, an estimated $234M added.
  • The largest Hartford Financial Services seller in Q2 2023 was T. Rowe Price Associates, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2023.