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Hartford Financial Services

850 hedge funds and large institutions have $22.7B invested in Hartford Financial Services in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 291 increasing their positions, 297 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 46

15% more capital invested

Capital invested by funds: $19.8B → $22.7B (+$2.88B)

13% more call options, than puts

Call options by funds: $100M | Put options by funds: $88.5M

10% more funds holding

Funds holding: 773850 (+77)

2.92% more ownership

Funds ownership: 90.77%93.68% (+2.9%)

2% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 297

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
850
Holders Change
+77
Holders Change %
+9.96%
% of All Funds
12.39%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
130
Increased
291
Reduced
297
Closed
46
Calls
$100M
Puts
$88.5M
Net Calls
+$11.6M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
OA
751
Operose Advisors
Wisconsin
$27.5K +$25.8K +342 New
SCA
752
Stuart Chaussee & Associates
California
$27.3K
CFO
753
CVA Family Office
Colorado
$26.5K +$24.9K +330 New
TCWA
754
Turtle Creek Wealth Advisors
Texas
$26K +$24.4K +324 New
PCA
755
Providence Capital Advisors
North Carolina
$25.1K
GA
756
GoalVest Advisory
New York
$24.5K +$18.9K +251 +465%
HI
757
Harbour Investments
Wisconsin
$24.4K +$11.4K +152 +101%
NF
758
Norwood Financial
Pennsylvania
$24.1K
BC
759
Barrett & Company
Rhode Island
$23.6K
PIM
760
Plato Investment Management
Australia
$22.3K +$20.9K +277 New
WTC
761
WhitTier Trust Company
Nevada
$21.6K
FCA
762
FinTrust Capital Advisors
South Carolina
$21.3K +$4.52K +60 +29%
WFA
763
West Financial Advisors
Iowa
$19.9K
OC
764
Oakworth Capital
Alabama
$19.3K
FMII
765
Farmers & Merchants Investments Inc
Nebraska
$18.1K -$226 -3 -1%
TCM
766
Tradewinds Capital Management
Washington
$17.7K
BBHC
767
Brown Brothers Harriman & Co
New York
$17.6K
TCOV
768
Trust Company of Vermont
Vermont
$16.5K -$4.89K -65 -24%
RFG
769
REAP Financial Group
Texas
$16.2K +$15.1K +201 New
MFG
770
Mendota Financial Group
Wisconsin
$16.1K
MRCM
771
M&R Capital Management
New Jersey
$16.1K
SN
772
Sittner & Nelson
Oregon
$16.1K
PMFA
773
Plante Moran Financial Advisors
Michigan
$15.1K
SIS
774
Sound Income Strategies
Florida
$15.1K
ITFISA
775
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$13.7K +$3.77K +50 +42%

HIG Hedge Fund Activity: Q4 2023 in Review

850 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2023, worth a combined $22.7B — up 15% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new HIG positions and 46 closed out — a net gain of 84 holders — while 291 added to existing stakes and 297 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $278M. The largest seller was T. Rowe Price Associates, cutting an estimated $249M.

  • 850 institutional investors held Hartford Financial Services (HIG) as of Q4 2023, up from 773 in Q3 2023.
  • Funds reported $22.7B of Hartford Financial Services stock for Q4 2023, up 15% quarter-over-quarter.
  • 130 funds opened new Hartford Financial Services positions in Q4 2023 and 46 closed out, a net change of +84 holders.
  • The largest Hartford Financial Services buyer in Q4 2023 was Morgan Stanley, an estimated $278M added.
  • The largest Hartford Financial Services seller in Q4 2023 was T. Rowe Price Associates, an estimated $249M sold.

Based on aggregated 13F filings for Q4 2023.