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Hartford Financial Services

926 hedge funds and large institutions have $27.2B invested in Hartford Financial Services in 2024 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 338 increasing their positions, 333 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 66

18% more call options, than puts

Call options by funds: $81.2M | Put options by funds: $68.9M

2% more repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 333

1% more funds holding

Funds holding: 920926 (+6)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.49% less ownership

Funds ownership: 92.03%91.54% (-0.49%)

3% less capital invested

Capital invested by funds: $28.2B → $27.2B (-$931M)

Holders
926
Holders Change
+6
Holders Change %
+0.65%
% of All Funds
13.37%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
88
Increased
338
Reduced
333
Closed
66
Calls
$81.2M
Puts
$68.9M
Net Calls
+$12.3M
Net Calls Change
-$42.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
726
MV Capital Management
Maryland
$205K +$703 +7 +0.3%
TAM
727
Tocqueville Asset Management
New York
$205K -$49.2K -490 -19%
Koshinski Asset Management
728
Koshinski Asset Management
Illinois
$204K -$37.1K -370 -15%
OCM
729
One Capital Management
California
$203K +$203K +2,019 New
AC
730
Avestar Capital
New York
$202K +$202K +2,013 New
JLBC
731
J.L. Bainbridge & Co
Florida
$201K
SWM
732
Segment Wealth Management
Texas
$201K
PAM
733
Paradigm Asset Management
New York
$201K +$201K +2,000 New
Jones Financial Companies
734
Jones Financial Companies
Missouri
$200K +$147K +1,465 +281%
MG
735
Mather Group
Illinois
$190K +$16K +159 +9%
ADL
736
Asset Dedication LLC
California
$184K
BLC
737
Brown, Lisle/Cummings
Rhode Island
$180K -$15.1K -150 -8%
PS
738
Principal Securities
Iowa
$178K +$301 +3 +0.2%
CA
739
Clearstead Advisors
Ohio
$172K +$93.4K +931 +120%
GRP
740
Global Retirement Partners
California
$162K +$22.1K +220 +16%
QC
741
Quent Capital
New York
$161K +$301 +3 +0.2%
ATPW
742
Ashton Thomas Private Wealth
Arizona
$159K +$159K +1,585 New
NS
743
NBC Securities
Alabama
$159K -$1.3K -13 -0.8%
DAM
744
Delta Asset Management
Tennessee
$141K
PCM
745
Penserra Capital Management
California
$140K -$2.81K -28 -2%
AAG
746
Armstrong Advisory Group
Massachusetts
$139K
RI
747
Ridgewood Investments
New Jersey
$135K +$135K +1,346 New
T
748
TOBAM
France
$130K -$11.3K -113 -8%
JWA
749
JFS Wealth Advisors
Pennsylvania
$126K
AA
750
Ancora Advisors
Ohio
$126K

HIG Hedge Fund Activity: Q2 2024 in Review

926 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2024, worth a combined $27.2B — down 3.3% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new HIG positions and 66 closed out — a net gain of 22 holders — while 338 added to existing stakes and 333 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $99.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $193M.

  • 926 institutional investors held Hartford Financial Services (HIG) as of Q2 2024, up from 920 in Q1 2024.
  • Funds reported $27.2B of Hartford Financial Services stock for Q2 2024, down 3.3% quarter-over-quarter.
  • 88 funds opened new Hartford Financial Services positions in Q2 2024 and 66 closed out, a net change of +22 holders.
  • The largest Hartford Financial Services buyer in Q2 2024 was Balyasny Asset Management, an estimated $99.5M added.
  • The largest Hartford Financial Services seller in Q2 2024 was T. Rowe Price Associates, an estimated $193M sold.

Based on aggregated 13F filings for Q2 2024.