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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
SIC
751
SJS Investment Consulting
Ohio
$4.55K +$1.66K +23 +62%
ECM
752
Estabrook Capital Management
New York
$4.25K
DI
753
Disciplined Investments
Oklahoma
$4.09K +$648 +9 +20%
CSPIA
754
Cary Street Partners Investment Advisory
Virginia
$4.09K +$3.89K +54 New
MFT
755
Moisand Fitzgerald Tamayo
Florida
$3.94K +$1.08K +15 +41%
AWM
756
Abound Wealth Management
Tennessee
$3.72K +$1.94K +27 +123%
VCM
757
Versant Capital Management
Arizona
$3.56K
APW
758
Acima Private Wealth
Virginia
$3.19K
KFI
759
Key Financial Inc
Pennsylvania
$3.04K
SC
760
Sierra Capital
Florida
$3K
CAL
761
Capital Advisors Ltd
Ohio
$3K +$1.15K +16 +89%
MPCL
762
My Personal CFO LLC
Washington
$2.88K +$2.74K +38 New
AAP
763
Arax Advisory Partners
Colorado
$2.36K
JFA
764
JNBA Financial Advisors
Minnesota
$2.2K
BAAM
765
Baker Avenue Asset Management
California
$2.2K +$2.09K +29 New
FMP
766
Financial Management Professionals
Texas
$2K
PPC
767
Park Place Capital
Alabama
$2K +$1.73K +24 New
MYAM
768
Meiji Yasuda Asset Management
Japan
$1.69K +$448K +6,225 +39%
PFPT
769
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.36K -$2.3M -31,957 -100%
GJIA
770
Glass Jacobson Investment Advisors
Maryland
$1.29K +$1.22K +17 New
APC
771
Aspire Private Capital
North Carolina
$1.14K
TFA
772
Transamerica Financial Advisors
Florida
$1K
VNA
773
Valley National Advisers
Pennsylvania
$1K
TFGT
774
TS Financial Group (TSFG)
Illinois
$1K +$72 +1 +6%
GEA
775
Glen Eagle Advisors
New Jersey
$910 +$864 +12 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.