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Hartford Financial Services

920 hedge funds and large institutions have $28.2B invested in Hartford Financial Services in 2024 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 286 increasing their positions, 340 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

116% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 68

92% more call options, than puts

Call options by funds: $114M | Put options by funds: $59.2M

24% more capital invested

Capital invested by funds: $22.7B → $28.2B (+$5.49B)

8% more funds holding

Funds holding: 850920 (+70)

1.65% less ownership

Funds ownership: 93.68%92.03% (-1.7%)

16% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 340

Holders
920
Holders Change
+70
Holders Change %
+8.24%
% of All Funds
13.25%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
147
Increased
286
Reduced
340
Closed
68
Calls
$114M
Puts
$59.2M
Net Calls
+$54.5M
Net Calls Change
+$42.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
51
AssetMark Inc
California
$88.7M +$570K +6,216 +0.7%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$85.8M +$23.7M +258,738 +45%
Janus Henderson Group
53
Janus Henderson Group
United Kingdom
$77.4M -$14.9M -162,574 -18%
OSAM
54
O'Shaughnessy Asset Management
Connecticut
$75.7M +$9.72M +105,994 +17%
Russell Investments Group
55
Russell Investments Group
United Kingdom
$72.8M +$1.09M +11,944 +2%
APG Asset Management
56
APG Asset Management
Netherlands
$65M +$518K +5,656 +0.8%
CS
57
Credit Suisse
Switzerland
$63.3M -$2.02M -22,005 -3%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$62.1M -$689K -7,520 -1%
DB
59
Danske Bank
Denmark
$61.8M +$55M +599,535 New
RJA
60
Raymond James & Associates
Florida
$60.2M -$5.43M -59,267 -9%
ERSOT
61
Employees Retirement System of Texas
Texas
$58.6M +$8.53M +93,000 +20%
Ensign Peak Advisors
62
Ensign Peak Advisors
Utah
$56.3M -$4.11M -44,785 -8%
Macquarie Group
63
Macquarie Group
Australia
$55.4M -$4.9M -53,429 -9%
American Century Companies
64
American Century Companies
Missouri
$54.8M +$9.61M +104,791 +25%
Schroder Investment Management Group
65
Schroder Investment Management Group
United Kingdom
$54.2M -$2.91M -31,742 -6%
Swedbank
66
Swedbank
Sweden
$54M +$34.7M +379,047 +262%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$53.7M -$602K -6,565 -1%
SAM
68
Storebrand Asset Management
Norway
$53.4M +$9.05M +98,743 +24%
Wells Fargo
69
Wells Fargo
California
$52.3M +$356K +3,880 +0.8%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$49.4M -$424K -4,628 -1%
Canada Life
71
Canada Life
Manitoba, Canada
$47.9M -$4.61M -50,283 -10%
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$47.1M +$8.83M +96,363 +27%
Teacher Retirement System of Texas
73
Teacher Retirement System of Texas
Texas
$47M +$17.9M +195,196 +75%
National Pension Service
74
National Pension Service
South Korea
$47M -$2.04M -22,277 -5%
Retirement Systems of Alabama
75
Retirement Systems of Alabama
Alabama
$43.5M -$36.9K -403 -0.1%

HIG Hedge Fund Activity: Q1 2024 in Review

920 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q1 2024, worth a combined $28.2B — up 24% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new HIG positions and 68 closed out — a net gain of 79 holders — while 286 added to existing stakes and 340 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $189M. The largest seller was Morgan Stanley, cutting an estimated $317M.

  • 920 institutional investors held Hartford Financial Services (HIG) as of Q1 2024, up from 850 in Q4 2023.
  • Funds reported $28.2B of Hartford Financial Services stock for Q1 2024, up 24% quarter-over-quarter.
  • 147 funds opened new Hartford Financial Services positions in Q1 2024 and 68 closed out, a net change of +79 holders.
  • The largest Hartford Financial Services buyer in Q1 2024 was First Trust Advisors, an estimated $189M added.
  • The largest Hartford Financial Services seller in Q1 2024 was Morgan Stanley, an estimated $317M sold.

Based on aggregated 13F filings for Q1 2024.