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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
AWM
726
Abound Wealth Management
Tennessee
$6.27K +$2.67K +38 +78%
LF
727
Lee Financial
Texas
$6.01K
TWM
728
Tradition Wealth Management
Minnesota
$6K +$351 +5 +6%
JFGIW
729
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.76K
GEA
730
Glen Eagle Advisors
New Jersey
$5.33K +$5.2K +74 New
CWP
731
Concord Wealth Partners
Virginia
$5.15K +$4.35K +62 +689%
CMP
732
Coston McIsaac & Partners
Maine
$5K
PP
733
PFS Partners
New Jersey
$4.9K +$4.78K +68 New
CWAF
734
Core Wealth Advisors (Florida)
Florida
$4.75K
VCM
735
Versant Capital Management
Arizona
$4.68K +$1.26K +18 +38%
UFF
736
USA Financial Formulas
Michigan
$4.11K
ECM
737
Estabrook Capital Management
New York
$4.03K
CSPIA
738
Cary Street Partners Investment Advisory
Virginia
$3.89K
MFT
739
Moisand Fitzgerald Tamayo
Florida
$3.75K
KFI
740
Key Financial Inc
Pennsylvania
$3.53K
DI
741
Disciplined Investments
Oklahoma
$3.46K +$140 +2 +4%
APW
742
Acima Private Wealth
Virginia
$3.02K
IPW
743
Impact Partnership Wealth
Georgia
$3.02K +$2.95K +42 New
MCM
744
Manchester Capital Management
Vermont
$2.81K +$1.12K +16 +70%
SIC
745
SJS Investment Consulting
Ohio
$2.74K -$211 -3 -7%
SWA
746
SOA Wealth Advisors
New York
$2.63K
LFG
747
Larson Financial Group
Missouri
$2.31K +$2.25K +32 New
AAP
748
Arax Advisory Partners
Colorado
$2.27K
BAAM
749
Baker Avenue Asset Management
California
$2.09K -$492 -7 -19%
JFA
750
JNBA Financial Advisors
Minnesota
$2.09K

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.