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Hartford Financial Services

774 hedge funds and large institutions have $19.8B invested in Hartford Financial Services in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 288 increasing their positions, 264 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 264

4% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 73

0.2% more ownership

Funds ownership: 90.66%90.87% (+0.2%)

2% less funds holding

Funds holding: 787774 (-13)

9% less capital invested

Capital invested by funds: $21.7B → $19.8B (-$1.91B)

45% less call options, than puts

Call options by funds: $73.2M | Put options by funds: $133M

Holders
774
Holders Change
-13
Holders Change %
-1.65%
% of All Funds
12.33%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
76
Increased
288
Reduced
264
Closed
73
Calls
$73.2M
Puts
$133M
Net Calls
-$59.7M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
51
Raymond James & Associates
Florida
$47.3M +$11.1M +149,533 +28%
CS
52
Credit Suisse
Switzerland
$46.7M +$7.49M +100,834 +18%
Macquarie Group
53
Macquarie Group
Australia
$45M -$332K -4,465 -0.7%
APG Asset Management
54
APG Asset Management
Netherlands
$45M -$6.53M -87,979 -11%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$44.8M +$632K +8,514 +1%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$44M -$8.08M -108,823 -15%
CVA
57
Ceredex Value Advisors
Florida
$43.9M -$14.9M -201,000 -24%
Schroder Investment Management Group
58
Schroder Investment Management Group
United Kingdom
$43M +$11.9M +160,727 +35%
Canada Life
59
Canada Life
Manitoba, Canada
$38.5M +$46.1K +621 +0.1%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$38.3M -$826K -11,117 -2%
Wells Fargo
61
Wells Fargo
California
$37.6M +$3.69M +49,649 +10%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$37.6M -$2.7M -36,319 -6%
BGIM
63
Brandywine Global Investment Management
Pennsylvania
$36.7M +$5.58M +75,072 +17%
Barclays
64
Barclays
United Kingdom
$36.6M -$14.4M -193,967 -27%
Ensign Peak Advisors
65
Ensign Peak Advisors
Utah
$35.6M +$4.32M +58,133 +13%
E
66
Ergoteles
New York
$35.3M +$37.6M +506,774 New
AllianceBernstein
67
AllianceBernstein
Tennessee
$35.3M +$4.63M +62,400 +14%
Federated Hermes
68
Federated Hermes
Pennsylvania
$34.8M -$13M -175,269 -26%
Mackenzie Financial
69
Mackenzie Financial
Ontario, Canada
$33.7M +$1.53M +20,579 +4%
ERSOT
70
Employees Retirement System of Texas
Texas
$33.2M +$22.4M +301,000 +172%
National Pension Service
71
National Pension Service
South Korea
$33.1M -$3.3M -44,493 -8%
D.E. Shaw & Co
72
D.E. Shaw & Co
New York
$33M -$16.3M -219,301 -32%
WCM
73
Wedge Capital Management
North Carolina
$31.7M +$2.17M +29,167 +7%
KBC Group
74
KBC Group
Belgium
$31.7M +$2.44M +32,912 +8%
Retirement Systems of Alabama
75
Retirement Systems of Alabama
Alabama
$31.3M +$25.8M +347,028 +341%

HIG Hedge Fund Activity: Q1 2023 in Review

774 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q1 2023, worth a combined $19.8B — down 8.8% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new HIG positions and 73 closed out — a net gain of 3 holders — while 288 added to existing stakes and 264 trimmed.

The largest buyer was Vanguard Group, adding an estimated $150M. The largest seller was Charles Schwab, cutting an estimated $376M.

  • 774 institutional investors held Hartford Financial Services (HIG) as of Q1 2023, down from 787 in Q4 2022.
  • Funds reported $19.8B of Hartford Financial Services stock for Q1 2023, down 8.8% quarter-over-quarter.
  • 76 funds opened new Hartford Financial Services positions in Q1 2023 and 73 closed out, a net change of +3 holders.
  • The largest Hartford Financial Services buyer in Q1 2023 was Vanguard Group, an estimated $150M added.
  • The largest Hartford Financial Services seller in Q1 2023 was Charles Schwab, an estimated $376M sold.

Based on aggregated 13F filings for Q1 2023.