We are live on ! Find out more
HIG icon

Hartford Financial Services

1,008 hedge funds and large institutions have $31.1B invested in Hartford Financial Services in 2024 Q3 according to their latest regulatory filings, with 141 funds opening new positions, 348 increasing their positions, 344 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 53

28% more call options, than puts

Call options by funds: $77.6M | Put options by funds: $60.4M

14% more capital invested

Capital invested by funds: $27.2B → $31.1B (+$3.92B)

9% more funds holding

Funds holding: 9261,008 (+82)

1% more repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 344

0.86% less ownership

Funds ownership: 91.54%90.68% (-0.86%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
1,008
Holders Change
+82
Holders Change %
+8.86%
% of All Funds
14.47%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
141
Increased
348
Reduced
344
Closed
53
Calls
$77.6M
Puts
$60.4M
Net Calls
+$17.1M
Net Calls Change
+$4.89M
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
726
Hartford Financial Management
Connecticut
$271K
AF
727
Advisornet Financial
Minnesota
$271K +$7.34K +67 +3%
WPW
728
Waldron Private Wealth
Pennsylvania
$271K +$219 +2 +0.1%
MIS
729
Morningstar Investment Services
Illinois
$270K +$11.7K +107 +5%
PS
730
Principal Securities
Iowa
$270K +$57.3K +523 +30%
CGL
731
Clarius Group LLC
Washington
$267K +$877 +8 +0.4%
CCA
732
Checchi Capital Advisers
California
$267K -$5.15K -47 -2%
CFGS
733
Concourse Financial Group Securities
Alabama
$266K -$4.17K -38 -2%
SM
734
Salzhauer Michael
$264K
CPIG
735
Chicago Partners Investment Group
Illinois
$264K +$877 +8 +0.4%
ADL
736
Asset Dedication LLC
California
$263K +$45.1K +411 +22%
TIAA Trust, National Association
737
TIAA Trust, National Association
North Carolina
$262K +$244K +2,227 New
EWM
738
Evercore Wealth Management
New York
$260K
BHWM
739
Bar Harbor Wealth Management
New Hampshire
$260K -$1.32K -12 -0.5%
DLA
740
Douglas Lane & Associates
New York
$259K
SA
741
SpiderRock Advisors
Delaware
$258K -$2.85K -26 -1%
C
742
Certuity
Florida
$258K -$1.43K -13 -0.6%
SW
743
SMART Wealth
Nebraska
$258K +$240K +2,191 New
WAG
744
Winthrop Advisory Group
Massachusetts
$255K +$3.4K +31 +1%
SEIA
745
Signature Estate & Investment Advisors
California
$255K +$2.3K +21 +1%
TAM
746
Trillium Asset Management
Massachusetts
$255K
KFGK
747
Keystone Financial Group (Kentucky)
Kentucky
$255K +$110 +1 +0%
KPWS
748
Kestra Private Wealth Services
Texas
$254K -$41.6K -379 -15%
IP
749
Ignite Planners
California
$254K +$2.85K +26 +1%
DIM
750
DLK Investment Management
California
$253K +$236K +2,155 New

HIG Hedge Fund Activity: Q3 2024 in Review

1,008 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q3 2024, worth a combined $31.1B — up 14% from $27.2B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new HIG positions and 53 closed out — a net gain of 88 holders — while 348 added to existing stakes and 344 trimmed.

The largest buyer was BlackRock, adding an estimated $250M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $167M.

  • 1,008 institutional investors held Hartford Financial Services (HIG) as of Q3 2024, up from 926 in Q2 2024.
  • Funds reported $31.1B of Hartford Financial Services stock for Q3 2024, up 14% quarter-over-quarter.
  • 141 funds opened new Hartford Financial Services positions in Q3 2024 and 53 closed out, a net change of +88 holders.
  • The largest Hartford Financial Services buyer in Q3 2024 was BlackRock, an estimated $250M added.
  • The largest Hartford Financial Services seller in Q3 2024 was Hotchkis & Wiley Capital Management, an estimated $167M sold.

Based on aggregated 13F filings for Q3 2024.