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Hartford Financial Services

926 hedge funds and large institutions have $27.2B invested in Hartford Financial Services in 2024 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 338 increasing their positions, 333 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 66

18% more call options, than puts

Call options by funds: $81.2M | Put options by funds: $68.9M

2% more repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 333

1% more funds holding

Funds holding: 920926 (+6)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.49% less ownership

Funds ownership: 92.03%91.54% (-0.49%)

3% less capital invested

Capital invested by funds: $28.2B → $27.2B (-$931M)

Holders
926
Holders Change
+6
Holders Change %
+0.65%
% of All Funds
13.37%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
88
Increased
338
Reduced
333
Closed
66
Calls
$81.2M
Puts
$68.9M
Net Calls
+$12.3M
Net Calls Change
-$42.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CGL
701
Clarius Group LLC
Washington
$228K -$8.43K -84 -4%
RCM
702
RNC Capital Management
California
$227K +$226K +2,254 New
MIS
703
Morningstar Investment Services
Illinois
$226K +$221K +2,202 New
SM
704
Salzhauer Michael
$226K
SWP
705
Stratos Wealth Partners
Ohio
$225K -$25.9K -258 -10%
AF
706
Advisornet Financial
Minnesota
$225K
SA
707
SpiderRock Advisors
Delaware
$223K -$2.01K -20 -0.9%
BHWM
708
Bar Harbor Wealth Management
New Hampshire
$223K
EWM
709
Evercore Wealth Management
New York
$222K
C
710
Certuity
Florida
$222K +$222K +2,208 New
DLA
711
Douglas Lane & Associates
New York
$221K -$56.1K -559 -20%
LA
712
Lifeworks Advisors
Michigan
$221K -$22.2K -221 -9%
WB
713
WesBanco Bank
West Virginia
$221K +$1.71K +17 +0.8%
IAIM
714
International Assets Investment Management
Florida
$220K +$219K +2,184 New
TAM
715
Trillium Asset Management
Massachusetts
$218K
KFGK
716
Keystone Financial Group (Kentucky)
Kentucky
$218K
SEIA
717
Signature Estate & Investment Advisors
California
$216K +$14.9K +148 +7%
WAG
718
Winthrop Advisory Group
Massachusetts
$214K +$401 +4 +0.2%
CIA
719
Concurrent Investment Advisors
Florida
$213K +$213K +2,122 New
NSIM
720
North Star Investment Management
Illinois
$213K
William Blair Investment Management
721
William Blair Investment Management
Illinois
$212K
IP
722
Ignite Planners
California
$210K +$5.52K +55 +3%
FCG
723
Fielder Capital Group
Tennessee
$210K +$803 +8 +0.4%
Pzena Investment Management
724
Pzena Investment Management
New York
$208K +$208K +2,070 New
FCP
725
Fidelis Capital Partners
Florida
$208K +$198K +1,975 New

HIG Hedge Fund Activity: Q2 2024 in Review

926 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2024, worth a combined $27.2B — down 3.3% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new HIG positions and 66 closed out — a net gain of 22 holders — while 338 added to existing stakes and 333 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $99.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $193M.

  • 926 institutional investors held Hartford Financial Services (HIG) as of Q2 2024, up from 920 in Q1 2024.
  • Funds reported $27.2B of Hartford Financial Services stock for Q2 2024, down 3.3% quarter-over-quarter.
  • 88 funds opened new Hartford Financial Services positions in Q2 2024 and 66 closed out, a net change of +22 holders.
  • The largest Hartford Financial Services buyer in Q2 2024 was Balyasny Asset Management, an estimated $99.5M added.
  • The largest Hartford Financial Services seller in Q2 2024 was T. Rowe Price Associates, an estimated $193M sold.

Based on aggregated 13F filings for Q2 2024.