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Hartford Financial Services

774 hedge funds and large institutions have $19.8B invested in Hartford Financial Services in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 288 increasing their positions, 264 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 264

4% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 73

0.2% more ownership

Funds ownership: 90.66%90.87% (+0.2%)

2% less funds holding

Funds holding: 787774 (-13)

9% less capital invested

Capital invested by funds: $21.7B → $19.8B (-$1.91B)

45% less call options, than puts

Call options by funds: $73.2M | Put options by funds: $133M

Holders
774
Holders Change
-13
Holders Change %
-1.65%
% of All Funds
12.33%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
76
Increased
288
Reduced
264
Closed
73
Calls
$73.2M
Puts
$133M
Net Calls
-$59.7M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
801
Wakefield Asset Management
Colorado
-$388K -5,122 Closed
AA
802
ALPS Advisors
Colorado
-$360K -4,753 Closed
FFG
803
Frisch Financial Group
New York
-$356K -4,701 Closed
SPA
804
Sherbrooke Park Advisers
New York
-$326K -4,300 Closed
NL
805
NWAM LLC
Washington
-$300K -3,952 Closed
I
806
InceptionR
California
-$270K -3,560 Closed
SWP
807
Stratos Wealth Partners
Ohio
-$248K -3,264 Closed
SFA
808
Sequoia Financial Advisors
Ohio
-$244K -3,213 Closed
AIM
809
Avity Investment Management
Connecticut
-$231K -3,050 Closed
Lido Advisors
810
Lido Advisors
California
-$225K -2,967 Closed
SFA
811
Source Financial Advisors
New York
-$217K -2,856 Closed
William Blair Investment Management
812
William Blair Investment Management
Illinois
-$216K -2,853 Closed
DC
813
Davenport & Co
Virginia
-$212K -2,792 Closed
SFI
814
Siemens Fonds Invest
Germany
-$211K -2,785 Closed
PFGIA
815
Patriot Financial Group Insurance Agency
Massachusetts
-$209K -2,760 Closed
HPA
816
High Probability Advisors
New York
-$209K -2,750 Closed
QCM
817
Quantinno Capital Management
New York
-$208K -2,737 Closed
HWM
818
HB Wealth Management
Georgia
-$207K -2,724 Closed
CCA
819
Checchi Capital Advisers
California
-$202K -2,661 Closed
WANY
820
Wealthspire Advisors (New York)
New York
-$202K -2,661 Closed
PCIA
821
Prime Capital Investment Advisors
Kansas
-$201K -2,646 Closed
AIA
822
Arrow Investment Advisors
Maryland
-$200K -2,643 Closed
Koshinski Asset Management
823
Koshinski Asset Management
Illinois
-$200K -2,642 Closed
OWA
824
One Wealth Advisors
California
-$193K -2,550 Closed
CS
825
Comerica Securities
Michigan
-$153K -2,006 Closed

HIG Hedge Fund Activity: Q1 2023 in Review

774 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q1 2023, worth a combined $19.8B — down 8.8% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new HIG positions and 73 closed out — a net gain of 3 holders — while 288 added to existing stakes and 264 trimmed.

The largest buyer was Vanguard Group, adding an estimated $150M. The largest seller was Charles Schwab, cutting an estimated $376M.

  • 774 institutional investors held Hartford Financial Services (HIG) as of Q1 2023, down from 787 in Q4 2022.
  • Funds reported $19.8B of Hartford Financial Services stock for Q1 2023, down 8.8% quarter-over-quarter.
  • 76 funds opened new Hartford Financial Services positions in Q1 2023 and 73 closed out, a net change of +3 holders.
  • The largest Hartford Financial Services buyer in Q1 2023 was Vanguard Group, an estimated $150M added.
  • The largest Hartford Financial Services seller in Q1 2023 was Charles Schwab, an estimated $376M sold.

Based on aggregated 13F filings for Q1 2023.