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Hartford Financial Services

773 hedge funds and large institutions have $19.8B invested in Hartford Financial Services in 2023 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 291 increasing their positions, 268 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 53

9% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 268

0% more funds holding

Funds holding: 770773 (+3)

0.06% less ownership

Funds ownership: 90.83%90.77% (-0.06%)

2% less capital invested

Capital invested by funds: $20.3B → $19.8B (-$473M)

9% less call options, than puts

Call options by funds: $64.8M | Put options by funds: $71.2M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
773
Holders Change
+3
Holders Change %
+0.39%
% of All Funds
12.27%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
64
Increased
291
Reduced
268
Closed
53
Calls
$64.8M
Puts
$71.2M
Net Calls
-$6.4M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
676
TD Waterhouse Canada
Ontario, Canada
$29.2K +$1.67K +23 +7%
CB
677
CNB Bank
Pennsylvania
$28.4K
FCMT
678
Founders Capital Management (Texas)
Texas
$28.4K
ST
679
Smithfield Trust
Pennsylvania
$26K
CSC
680
Caldwell Sutter Capital
California
$25.9K
BIA
681
Bell Investment Advisors
California
$24.2K +$1.38K +19 +6%
SCA
682
Stuart Chaussee & Associates
California
$24.1K
HWA
683
Heritage Wealth Advisors
Virginia
$23K
PCA
684
Providence Capital Advisors
North Carolina
$22.1K
NF
685
Norwood Financial
Pennsylvania
$21.3K
C
686
Covestor
United Kingdom
$21K +$1.09K +15 +5%
BC
687
Barrett & Company
Rhode Island
$20.8K
CCP
688
Carmel Capital Partners
California
$19.4K +$19.8K +273 New
TCOV
689
Trust Company of Vermont
Vermont
$19.1K
WTC
690
WhitTier Trust Company
Nevada
$19.1K
WFA
691
West Financial Advisors
Iowa
$17.5K
EWA
692
EverSource Wealth Advisors
Alabama
$17.2K +$1.6K +22 +10%
OC
693
Oakworth Capital
Alabama
$17K
FMII
694
Farmers & Merchants Investments Inc
Nebraska
$16.2K
LSA
695
Leonteq Securities AG
Switzerland
$15.7K -$49.9K -687 -76%
TCM
696
Tradewinds Capital Management
Washington
$15.6K
BBHC
697
Brown Brothers Harriman & Co
New York
$15.5K
EARNEST Partners
698
EARNEST Partners
Georgia
$15.4K
SGC
699
Slocum, Gordon & Co
Rhode Island
$14.7K
FCA
700
FinTrust Capital Advisors
South Carolina
$14.5K -$53.1K -731 -78%

HIG Hedge Fund Activity: Q3 2023 in Review

773 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q3 2023, worth a combined $19.8B — down 2.3% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new HIG positions and 53 closed out — a net gain of 11 holders — while 291 added to existing stakes and 268 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $78.6M. The largest seller was Man Group, exiting entirely with an estimated $141M sold.

  • 773 institutional investors held Hartford Financial Services (HIG) as of Q3 2023, up from 770 in Q2 2023.
  • Funds reported $19.8B of Hartford Financial Services stock for Q3 2023, down 2.3% quarter-over-quarter.
  • 64 funds opened new Hartford Financial Services positions in Q3 2023 and 53 closed out, a net change of +11 holders.
  • The largest Hartford Financial Services buyer in Q3 2023 was Victory Capital Management, an estimated $78.6M added.
  • The largest Hartford Financial Services seller in Q3 2023 was Man Group, an estimated $141M sold.

Based on aggregated 13F filings for Q3 2023.