We are live on ! Find out more
HIG icon

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
HCP
701
Hexagon Capital Partners
Arkansas
$84.3K
KI
702
Kapitalo Investimentos
Brazil
$83.8K -$19.1K -253 -20%
PTC
703
Private Trust Company
Ohio
$83.4K -$50.6K -672 -39%
PSB
704
Piscataqua Savings Bank
New Hampshire
$80.4K
PE
705
Point72 Europe
United Kingdom
$77K +$72.2K +958 New
GWSG
706
GPS Wealth Strategies Group
Colorado
$74K
GFPC
707
Global Financial Private Client
Florida
$72.5K
TFA
708
Toth Financial Advisory
Virginia
$69.5K -$5.27K -70 -7%
IRC
709
Investors Research Corp
Georgia
$69.2K
DWMG
710
DB Wealth Management Group
California
$68.5K
CT
711
Cambridge Trust
Massachusetts
$65.4K -$1.51K -20 -2%
MPWT
712
MassMutual Private Wealth & Trust
Connecticut
$65.3K +$6.7K +89 +12%
CTC
713
Central Trust Company
Missouri
$65.1K +$377 +5 +0.6%
RIM
714
Rakuten Investment Management
Japan
$60.1K +$56.3K +747 New
CA
715
Clearstead Advisors
Ohio
$59.8K -$59K -784 -51%
MCM
716
Manchester Capital Management
Vermont
$59.1K -$45.5K -604 -45%
PWMG
717
Prestige Wealth Management Group
New Jersey
$59K -$75 -1 -0.1%
DMBA
718
Deseret Mutual Benefit Administrators
Utah
$56.6K -$14.1K -187 -21%
Citadel Advisors
719
Citadel Advisors
Florida
$53.8K +$5.88K +78 +13%
TSW
720
Thompson Siegel & Walmsley
Virginia
$53K
SAM
721
S.A. Mason
Michigan
$51.9K
PFBT
722
Parkside Financial Bank & Trust
Missouri
$51.8K +$2.94K +39 +6%
WIM
723
Westside Investment Management
California
$51.2K
PB
724
Pinnacle Bancorp
Nebraska
$49.6K
TSWM
725
Tyler-Stone Wealth Management
Ohio
$44.3K

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.