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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
Russell Investments Group
51
Russell Investments Group
United Kingdom
$55.9M +$11.1M +146,868 +27%
RJA
52
Raymond James & Associates
Florida
$51.7M +$1.51K +20 +0%
CS
53
Credit Suisse
Switzerland
$51.2M -$1.08M -14,274 -2%
OSAM
54
O'Shaughnessy Asset Management
Connecticut
$50.5M -$2.33M -30,920 -5%
Arrowstreet Capital
55
Arrowstreet Capital
Massachusetts
$49.5M +$30.3M +402,651 +189%
APG Asset Management
56
APG Asset Management
Netherlands
$49.1M -$249K -3,312 -0.5%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$49M -$1.83M -24,244 -4%
Macquarie Group
58
Macquarie Group
Australia
$47.6M +$624K +8,285 +1%
Ensign Peak Advisors
59
Ensign Peak Advisors
Utah
$47.5M +$2.38M +31,588 +6%
BGIM
60
Brandywine Global Investment Management
Pennsylvania
$46.3M +$8.46M +112,301 +24%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$46.1M -$2.11M -28,066 -5%
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$46M -$26.6M -353,478 -38%
Schroder Investment Management Group
63
Schroder Investment Management Group
United Kingdom
$44.9M -$3.97M -52,778 -9%
CVA
64
Ceredex Value Advisors
Florida
$43.5M -$12.2M -162,550 -23%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$42.4M +$1.05M +13,924 +3%
AS
66
Aware Super
Australia
$42M +$23M +305,054 New
Millennium Management
67
Millennium Management
New York
$41.9M -$26.2M -347,337 -40%
Canada Life
68
Canada Life
Manitoba, Canada
$41.1M +$7.86M +104,377 +25%
Wells Fargo
69
Wells Fargo
California
$40.5M -$669K -8,882 -2%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$38.9M -$62.4K -829 -0.2%
National Pension Service
71
National Pension Service
South Korea
$38.4M
ERSOT
72
Employees Retirement System of Texas
Texas
$38.3M
WCM
73
Wedge Capital Management
North Carolina
$38.1M -$334K -4,439 -0.9%
Natixis Advisors
74
Natixis Advisors
Massachusetts
$38M +$1.97M +26,178 +6%
NI
75
Nuance Investments
Missouri
$36.6M +$8.63M +114,525 +34%

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.