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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
GBT
726
Grove Bank & Trust
Florida
$44K -$10.5K -140 -20%
BFEC
727
Benjamin F. Edwards & Company
Missouri
$43K +$1.28K +17 +3%
CTC
728
Cetera Trust Company
Minnesota
$40.2K +$37.7K +500 New
HBW
729
Hazlett, Burt & Watson
West Virginia
$40K
TH
730
TCTC Holdings
Texas
$38.7K +$36.2K +481 New
Jones Financial Companies
731
Jones Financial Companies
Missouri
$38.2K +$4.52K +60 +14%
First Manhattan
732
First Manhattan
New York
$35.6K +$226 +3 +0.7%
GI
733
Gradient Investments
Minnesota
$35.4K
RIL
734
Rothschild Investment LLC
Illinois
$33.3K +$31.2K +414 New
TWC
735
TD Waterhouse Canada
Ontario, Canada
$33K +$226 +3 +0.8%
RFA
736
Resurgent Financial Advisors
Georgia
$32.2K -$44.1K -586 -59%
CB
737
CNB Bank
Pennsylvania
$32.2K
FCMT
738
Founders Capital Management (Texas)
Texas
$32.2K
CAS
739
Coppell Advisory Solutions
Texas
$32.2K +$30.1K +400 New
C
740
Covestor
United Kingdom
$32K +$8.06K +107 +36%
HCM
741
Hollencrest Capital Management
California
$31.3K +$21.8K +290 +293%
FUBT
742
First United Bank & Trust
Maryland
$30.7K +$28.8K +382 New
CIA
743
Cape Investment Advisory
Georgia
$30.1K +$18.5K +245 +190%
CSC
744
Caldwell Sutter Capital
California
$29.3K
QL
745
Quarry LP
New York
$29.3K +$14.6K +194 +113%
ST
746
Smithfield Trust
Pennsylvania
$29K
BIA
747
Bell Investment Advisors
California
$28.6K +$1.13K +15 +4%
EWA
748
EverSource Wealth Advisors
Alabama
$28.3K +$8.21K +109 +45%
CCM
749
Chilton Capital Management
Texas
$28.1K +$26.3K +349 New
LSA
750
Leonteq Securities AG
Switzerland
$27.6K +$9.11K +121 +55%

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.