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Hartford Financial Services

1,008 hedge funds and large institutions have $31.1B invested in Hartford Financial Services in 2024 Q3 according to their latest regulatory filings, with 141 funds opening new positions, 348 increasing their positions, 344 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 53

28% more call options, than puts

Call options by funds: $77.6M | Put options by funds: $60.4M

14% more capital invested

Capital invested by funds: $27.2B → $31.1B (+$3.92B)

9% more funds holding

Funds holding: 9261,008 (+82)

1% more repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 344

0.86% less ownership

Funds ownership: 91.54%90.68% (-0.86%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
1,008
Holders Change
+82
Holders Change %
+8.86%
% of All Funds
14.47%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
141
Increased
348
Reduced
344
Closed
53
Calls
$77.6M
Puts
$60.4M
Net Calls
+$17.1M
Net Calls Change
+$4.89M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
676
Steph & Co
Wisconsin
$325K -$50.8K -463 -14%
SWM
677
SeaCrest Wealth Management
New York
$325K +$329 +3 +0.1%
UAS
678
United Asset Strategies
New York
$324K -$16.2K -148 -5%
HPA
679
High Probability Advisors
New York
$323K
WAP
680
Wealthcare Advisory Partners
Pennsylvania
$322K -$35.1K -320 -10%
SC
681
Syon Capital
California
$320K +$2.52K +23 +0.9%
CAM
682
Cidel Asset Management
Ontario, Canada
$319K -$35.2K -321 -11%
BA
683
Bluesphere Advisors
Pennsylvania
$318K
GWM
684
Gitterman Wealth Management
New Jersey
$317K +$295K +2,695 New
UFF
685
USA Financial Formulas
Michigan
$317K -$1.52M -13,876 -84%
PFS
686
Prospera Financial Services
Texas
$314K -$6.69K -61 -2%
PWM
687
Perigon Wealth Management
California
$314K -$59.6K -544 -17%
SAM
688
Smartleaf Asset Management
Massachusetts
$313K +$201K +1,831 +215%
SCA
689
Snowden Capital Advisors
New York
$313K -$658 -6 -0.2%
FFG
690
Fortem Financial Group
California
$313K -$77.5K -707 -21%
YIA
691
YHB Investment Advisors
Connecticut
$312K
IA
692
IFP Advisors
Florida
$310K +$198K +1,808 +220%
PI
693
PFG Investments
New York
$309K +$15.1K +138 +6%
MC
694
McCarthy & Cox
Ohio
$306K
PBO
695
Peoples Bank (Ohio)
Ohio
$306K
GWWM
696
Great Waters Wealth Management
Minnesota
$306K +$329 +3 +0.1%
AIA
697
Affinity Investment Advisors
California
$304K
BHBT
698
Burke & Herbert Bank & Trust
Virginia
$303K -$40.3K -368 -12%
MCM
699
MAI Capital Management
Ohio
$301K -$2.1M -19,148 -88%
GVAG
700
Great Valley Advisor Group
Delaware
$300K +$20K +182 +8%

HIG Hedge Fund Activity: Q3 2024 in Review

1,008 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q3 2024, worth a combined $31.1B — up 14% from $27.2B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new HIG positions and 53 closed out — a net gain of 88 holders — while 348 added to existing stakes and 344 trimmed.

The largest buyer was BlackRock, adding an estimated $250M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $167M.

  • 1,008 institutional investors held Hartford Financial Services (HIG) as of Q3 2024, up from 926 in Q2 2024.
  • Funds reported $31.1B of Hartford Financial Services stock for Q3 2024, up 14% quarter-over-quarter.
  • 141 funds opened new Hartford Financial Services positions in Q3 2024 and 53 closed out, a net change of +88 holders.
  • The largest Hartford Financial Services buyer in Q3 2024 was BlackRock, an estimated $250M added.
  • The largest Hartford Financial Services seller in Q3 2024 was Hotchkis & Wiley Capital Management, an estimated $167M sold.

Based on aggregated 13F filings for Q3 2024.