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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
CM
801
Capula Management
Cayman Islands
-$469K -6,724 Closed
LCWP
802
Legacy Capital Wealth Partners
Arkansas
-$458K -6,577 Closed
LOAMS
803
Lombard Odier Asset Management (Switzerland)
Switzerland
-$430K -6,174 Closed
ESCM
804
Echo Street Capital Management
New York
-$387K -5,551 Closed
WCM
805
Washburn Capital Management
Florida
-$368K -5,280 Closed
CCG
806
Ceeto Capital Group
Florida
-$351K -5,000 Closed
PRC
807
Pearl River Capital
Michigan
-$346K -4,965 Closed
MWPCG
808
Measured Wealth Private Client Group
New Hampshire
-$338K -4,845 Closed
BAM
809
Belpointe Asset Management
Nevada
-$314K -4,508 Closed
TCA
810
Transcend Capital Advisors
New Jersey
-$301K -4,325 Closed
ALAM
811
Asahi Life Asset Management
Japan
-$300K -4,310 Closed
FHB
812
First Hawaiian Bank
Hawaii
-$294K -4,223 Closed
PA
813
Pinnacle Associates
New York
-$268K -3,852 Closed
DCM
814
Driehaus Capital Management
Illinois
-$254K -3,650 Closed
MCA
815
Magnolia Capital Advisors
Mississippi
-$252K -3,623 Closed
AWA
816
Arete Wealth Advisors
Illinois
-$246K -3,529 Closed
SBH
817
Segall Bryant & Hamill
Illinois
-$244K -3,508 Closed
CC
818
Corton Capital
Ontario, Canada
-$220K -3,153 Closed
FRM
819
Fox Run Management
Connecticut
-$219K -3,143 Closed
MGIA
820
Moneta Group Investment Advisors
Missouri
-$218K -3,128 Closed
MC
821
Machina Capital
France
-$193K -2,770 Closed
HT
822
Headlands Technologies
Illinois
-$167K -2,395 Closed
EDRH
823
Edmond de Rothschild Holding
Switzerland
-$154K -2,206 Closed
CCM
824
Carderock Capital Management
Maryland
-$131K -1,875 Closed
EI
825
Ellevest Inc
New York
-$131K -1,874 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.