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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
CAL
751
Capital Advisors Ltd
Ohio
$2K -$913 -13 -33%
FMP
752
Financial Management Professionals
Texas
$2K
VNA
753
Valley National Advisers
Pennsylvania
$2K
CA
754
Crewe Advisors
Utah
$1.95K -$18.5K -263 -91%
FGAM
755
Financial Gravity Asset Management
Texas
$1.94K +$5.06K +72 New
PPC
756
Park Place Capital
Alabama
$1.73K
TFM
757
TFC Financial Management
Massachusetts
$1.37K -$18.3K -261 -93%
PFPT
758
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.3K
CCP
759
Cunning Capital Partners
North Carolina
$1.28K
GJIA
760
Glass Jacobson Investment Advisors
Maryland
$1.23K +$1.19K +17 New
SIA
761
SkyView Investment Advisors
New Jersey
$1K +$351 +5 +100%
AW
762
Avion Wealth
Texas
$1K +$1.48K +21 +300%
VWM
763
Venturi Wealth Management
Texas
$649 +$632 +9 New
TWP
764
TFO Wealth Partners
Ohio
$648
AWM
765
AllSquare Wealth Management
New York
$550
WWM
766
Wolff Wiese Magana
California
$361
FSWA
767
Financial Synergies Wealth Advisors
Texas
$289
TAM
768
Tucker Asset Management
Colorado
$216
CTA
769
Colonial Trust Advisors
South Carolina
$144
Comerica Bank
770
Comerica Bank
Texas
$33 +$21.2M +302,415 New
CJL
771
Cyrus J. Lawrence
New York
$10
AGA
772
Altrinsic Global Advisors
Connecticut
-$6.79M -97,364 Closed
CC
773
Cipher Capital
New York
-$5.36M -76,939 Closed
OQS
774
Occudo Quantitative Strategies
Florida
-$5.29M -75,915 Closed
TCM
775
Teza Capital Management
Illinois
-$4.38M -62,827 Closed

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.