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Hartford Financial Services
HIG

Overview Fund Activity

1,029 hedge funds and large institutions have $29.3B invested in Hartford Financial Services in 2024 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 378 increasing their positions, 351 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,029
Holders Change
+30
Holders Change %
+3%
% of All Funds
13.7%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
130
Increased
378
Reduced
351
Closed
86
Calls
$73M
Puts
$20.1M
Net Calls
+$52.9M
Net Calls Change
+$35.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$319M
2
A
AustralianSuper
Australia
+$96.4M
3
UBS Group
UBS Group
Switzerland
+$81.4M
4
Ameriprise
Ameriprise
Minnesota
+$80.4M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$77.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$296M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$265M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$188M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$84.8M
5
IAIM
International Assets Investment Management
Florida
-$75.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
801
Northwest Bancshares
Pennsylvania
$208K – – –
EFI
802
EHP Funds Inc
Canada
$208K – – –
TFA
803
Trinity Financial Advisors
Ohio
$207K – – –
WWM
804
Western Wealth Management
Colorado
$206K – – –
TSWM
805
Tyler-Stone Wealth Management
Ohio
$205K -$109 -1 -0.1%
CPRC
806
Consolidated Portfolio Review Corp
New York
$205K – – –
AA
807
Advisory Alpha
Michigan
$204K +$204K +1,866 New
SPA
808
Shore Point Advisors
New Jersey
$203K – – –
RWP
809
RWA Wealth Partners
Massachusetts
$202K +$202K +1,844 New
PFGIA
810
Patriot Financial Group Insurance Agency
Massachusetts
$202K -$547 -5 -0.3%
GKWIM
811
Gerber Kawasaki Wealth & Investment Management
California
$202K +$202K +1,841 New
MG
812
Mather Group
Illinois
$201K +$7.66K +70 +4%
PS
813
Planned Solutions
California
$200K +$14.8K +135 +8%
SG Americas Securities
814
SG Americas Securities
New York
$200K -$812K -7,403 -80%
RS
815
R Squared
Hong Kong
$197K +$197K +1,800 New
GRP
816
Global Retirement Partners
California
$196K +$17.7K +162 +10%
QC
817
Quent Capital
New York
$178K +$2.95K +27 +2%
NWWA
818
New Wave Wealth Advisors
Arkansas
$175K -$12.4K -113 -7%
MCM
819
MV Capital Management
Maryland
$171K -$34.2K -313 -17%
ETC
820
Exchange Traded Concepts
Oklahoma
$171K +$5.47K +50 +3%
TFA
821
Transamerica Financial Advisors
Florida
$167K -$986 -9 -0.6%
TIM
822
Tortoise Investment Management
New York
$167K – – –
BC
823
Bayforest Capital
United Kingdom
$153K +$153K +1,399 New
BLC
824
Brown, Lisle/Cummings
Rhode Island
$152K – – –
AAG
825
Armstrong Advisory Group
Massachusetts
$151K – – –
31 32
33
34 35