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Hartford Financial Services

770 hedge funds and large institutions have $20.3B invested in Hartford Financial Services in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 267 increasing their positions, 278 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $19.8B → $20.3B (+$442M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.04% less ownership

Funds ownership: 90.87%90.83% (-0.04%)

1% less funds holding

Funds holding: 774770 (-4)

1% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 74

4% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 278

29% less call options, than puts

Call options by funds: $50.3M | Put options by funds: $71.3M

Holders
770
Holders Change
-4
Holders Change %
-0.52%
% of All Funds
12.09%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
73
Increased
267
Reduced
278
Closed
74
Calls
$50.3M
Puts
$71.3M
Net Calls
-$21M
Net Calls Change
+$38.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
51
Raymond James & Associates
Florida
$48.1M -$729K -10,378 -2%
CS
52
Credit Suisse
Switzerland
$46.7M -$1.52M -21,676 -3%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$46.1M -$239K -3,401 -0.5%
APG Asset Management
54
APG Asset Management
Netherlands
$45.9M -$379K -5,400 -0.8%
Macquarie Group
55
Macquarie Group
Australia
$43.3M -$3.05M -43,387 -7%
SSA
56
Schonfeld Strategic Advisors
New York
$43.1M -$23.9M -340,737 -36%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$42.6M -$2.74M -39,048 -6%
KBC Group
58
KBC Group
Belgium
$42.4M +$9.45M +134,599 +30%
CVA
59
Ceredex Value Advisors
Florida
$42.4M -$2.87M -40,900 -7%
Schroder Investment Management Group
60
Schroder Investment Management Group
United Kingdom
$42.3M -$2.09M -29,775 -5%
OSAM
61
O'Shaughnessy Asset Management
Connecticut
$40.2M +$19M +271,203 +95%
BNP Paribas Asset Management
62
BNP Paribas Asset Management
France
$38M +$6.89M +98,101 +23%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$36.6M -$2.88M -41,083 -7%
Wells Fargo
64
Wells Fargo
California
$36.4M -$2.49M -35,405 -7%
Russell Investments Group
65
Russell Investments Group
United Kingdom
$36M -$2.86M -40,771 -8%
National Pension Service
66
National Pension Service
South Korea
$34.5M +$226K +3,222 +0.7%
ERSOT
67
Employees Retirement System of Texas
Texas
$34.3M
Federated Hermes
68
Federated Hermes
Pennsylvania
$34.2M -$1.66M -23,626 -5%
BGIM
69
Brandywine Global Investment Management
Pennsylvania
$32.5M -$5.27M -75,019 -14%
WCM
70
Wedge Capital Management
North Carolina
$31.2M -$1.49M -21,244 -5%
AllianceBernstein
71
AllianceBernstein
Tennessee
$31.1M -$5.2M -74,126 -15%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$30.9M -$111M -1,574,925 -79%
Canada Life
73
Canada Life
Manitoba, Canada
$30.8M -$8.86M -126,154 -23%
Retirement Systems of Alabama
74
Retirement Systems of Alabama
Alabama
$30.7M -$1.59M -22,625 -5%
MAM
75
Martingale Asset Management
Massachusetts
$29.7M -$1.21M -17,258 -4%

HIG Hedge Fund Activity: Q2 2023 in Review

770 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2023, worth a combined $20.3B — up 2.2% from $19.8B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of HIG and 73 opened new positions — a net loss of 1 holder — while 278 trimmed existing stakes and 267 added.

The largest buyer was Victory Capital Management, adding an estimated $234M. The largest seller was T. Rowe Price Associates, cutting an estimated $209M.

  • 770 institutional investors held Hartford Financial Services (HIG) as of Q2 2023, down from 774 in Q1 2023.
  • Funds reported $20.3B of Hartford Financial Services stock for Q2 2023, up 2.2% quarter-over-quarter.
  • 73 funds opened new Hartford Financial Services positions in Q2 2023 and 74 closed out, a net change of -1 holder.
  • The largest Hartford Financial Services buyer in Q2 2023 was Victory Capital Management, an estimated $234M added.
  • The largest Hartford Financial Services seller in Q2 2023 was T. Rowe Price Associates, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2023.