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Hartford Financial Services

787 hedge funds and large institutions have $21.7B invested in Hartford Financial Services in 2022 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 280 increasing their positions, 255 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 52

20% more capital invested

Capital invested by funds: $18.1B → $21.7B (+$3.63B)

7% more funds holding

Funds holding: 734787 (+53)

10% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 255

0.2% more ownership

Funds ownership: 90.46%90.66% (+0.2%)

27% less call options, than puts

Call options by funds: $122M | Put options by funds: $168M

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
787
Holders Change
+53
Holders Change %
+7.22%
% of All Funds
12.65%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
120
Increased
280
Reduced
255
Closed
52
Calls
$122M
Puts
$168M
Net Calls
-$45.4M
Net Calls Change
-$7.72M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
726
Pathway Financial Advisers
Indiana
$12.3K +$11.7K +162 New
KHC
727
Koesten Hirschmann & Crabtree
Kansas
$12.1K +$11.4K +159 New
HI
728
Harbour Investments
Wisconsin
$12K -$1.51K -21 -12%
CJL
729
Cyrus J. Lawrence
New York
$11K +$10.8K +150 New
LF
730
Lee Financial
Texas
$10.7K +$2.88K +40 +40%
KA
731
Kozak & Associates
Colorado
$10K
Fuller & Thaler Asset Management
732
Fuller & Thaler Asset Management
California
$10K +$9.36K +130 New
EE
733
EWG Elevate
California
$9.25K +$8.78K +122 New
BWA
734
BDO Wealth Advisors
Florida
$8.42K
ZIG
735
Zullo Investment Group
Pennsylvania
$8.19K
CHA
736
Carmichael Hill & Associates
Maryland
$8.11K
HCM
737
Hollencrest Capital Management
California
$7.89K +$7.49K +104 New
SC
738
Schubert & Co
Texas
$7.66K +$1.22K +17 +20%
CBT
739
CoreFirst Bank & Trust
Kansas
$7.58K
RFG
740
RFP Financial Group
Georgia
$7.43K +$7.05K +98 New
JFG
741
JDM Financial Group
Texas
$6.98K +$6.62K +92 New
SFM
742
Systematic Financial Management
New Jersey
$6.83K
MCM
743
MV Capital Management
Maryland
$6.67K -$144 -2 -2%
JFGIW
744
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.07K
BC
745
Bartlett & Co
Ohio
$6K
TWM
746
Tradition Wealth Management
Minnesota
$6K
BCWM
747
Bartlett & Co Wealth Management
Ohio
$5.72K
SWA
748
SOA Wealth Advisors
New York
$5.71K
CWAF
749
Core Wealth Advisors (Florida)
Florida
$5K +$4.75K +66 New
FCA
750
Fortis Capital Advisors
Kansas
$4.93K +$4.68K +65 New

HIG Hedge Fund Activity: Q4 2022 in Review

787 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2022, worth a combined $21.7B — up 20% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new HIG positions and 52 closed out — a net gain of 68 holders — while 280 added to existing stakes and 255 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $406M. The largest seller was Nuveen, cutting an estimated $125M.

  • 787 institutional investors held Hartford Financial Services (HIG) as of Q4 2022, up from 734 in Q3 2022.
  • Funds reported $21.7B of Hartford Financial Services stock for Q4 2022, up 20% quarter-over-quarter.
  • 120 funds opened new Hartford Financial Services positions in Q4 2022 and 52 closed out, a net change of +68 holders.
  • The largest Hartford Financial Services buyer in Q4 2022 was T. Rowe Price Associates, an estimated $406M added.
  • The largest Hartford Financial Services seller in Q4 2022 was Nuveen, an estimated $125M sold.

Based on aggregated 13F filings for Q4 2022.