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Hartford Financial Services

773 hedge funds and large institutions have $19.8B invested in Hartford Financial Services in 2023 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 291 increasing their positions, 268 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 53

9% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 268

0% more funds holding

Funds holding: 770773 (+3)

0.06% less ownership

Funds ownership: 90.83%90.77% (-0.06%)

2% less capital invested

Capital invested by funds: $20.3B → $19.8B (-$473M)

9% less call options, than puts

Call options by funds: $64.8M | Put options by funds: $71.2M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
773
Holders Change
+3
Holders Change %
+0.39%
% of All Funds
12.27%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
64
Increased
291
Reduced
268
Closed
53
Calls
$64.8M
Puts
$71.2M
Net Calls
-$6.4M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
751
Baker Avenue Asset Management
California
$2.2K +$145 +2 +7%
JFA
752
JNBA Financial Advisors
Minnesota
$2.06K
CA
753
Crewe Advisors
Utah
$2.06K +$145 +2 +7%
CAL
754
Capital Advisors Ltd
Ohio
$2K -$73 -1 -4%
FMP
755
Financial Management Professionals
Texas
$2K
AW
756
Avion Wealth
Texas
$2K +$1.45K +20 +71%
SL
757
Salomon & Ludwin
Virginia
$1.77K +$1.81K +25 New
PPC
758
Park Place Capital
Alabama
$1.7K
CSPIA
759
Cary Street Partners Investment Advisory
Virginia
$1.42K -$2.47K -34 -63%
TFM
760
TFC Financial Management
Massachusetts
$1.35K
GJIA
761
Glass Jacobson Investment Advisors
Maryland
$1.21K
AAP
762
Arax Advisory Partners
Colorado
$1.18K -$1.02K -14 -45%
SIA
763
SkyView Investment Advisors
New Jersey
$1K
VNA
764
Valley National Advisers
Pennsylvania
$1K +$363 +5 +33%
IHWM
765
Iron Horse Wealth Management
Iowa
$851 +$871 +12 New
ECM
766
Everence Capital Management
Indiana
$768
AWM
767
AllSquare Wealth Management
New York
$567
TIM
768
Tortoise Investment Management
New York
$567 +$581 +8 New
PCTC
769
Perkins Coie Trust Company
Washington
$496 +$508 +7 New
WWM
770
Wolff Wiese Magana
California
$355
FSWA
771
Financial Synergies Wealth Advisors
Texas
$284
CTA
772
Colonial Trust Advisors
South Carolina
$284 +$145 +2 +100%
TAM
773
Tucker Asset Management
Colorado
$213
VAG
774
VisionPoint Advisory Group
Texas
$142 +$145 +2 New
FGAM
775
Financial Gravity Asset Management
Texas
$5 -$5.22K -72 Closed

HIG Hedge Fund Activity: Q3 2023 in Review

773 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q3 2023, worth a combined $19.8B — down 2.3% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new HIG positions and 53 closed out — a net gain of 11 holders — while 291 added to existing stakes and 268 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $78.6M. The largest seller was Man Group, exiting entirely with an estimated $141M sold.

  • 773 institutional investors held Hartford Financial Services (HIG) as of Q3 2023, up from 770 in Q2 2023.
  • Funds reported $19.8B of Hartford Financial Services stock for Q3 2023, down 2.3% quarter-over-quarter.
  • 64 funds opened new Hartford Financial Services positions in Q3 2023 and 53 closed out, a net change of +11 holders.
  • The largest Hartford Financial Services buyer in Q3 2023 was Victory Capital Management, an estimated $78.6M added.
  • The largest Hartford Financial Services seller in Q3 2023 was Man Group, an estimated $141M sold.

Based on aggregated 13F filings for Q3 2023.