We are live on ! Find out more
HIG icon

Hartford Financial Services

926 hedge funds and large institutions have $27.2B invested in Hartford Financial Services in 2024 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 338 increasing their positions, 333 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 66

18% more call options, than puts

Call options by funds: $81.2M | Put options by funds: $68.9M

2% more repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 333

1% more funds holding

Funds holding: 920926 (+6)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.49% less ownership

Funds ownership: 92.03%91.54% (-0.49%)

3% less capital invested

Capital invested by funds: $28.2B → $27.2B (-$931M)

Holders
926
Holders Change
+6
Holders Change %
+0.65%
% of All Funds
13.37%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
88
Increased
338
Reduced
333
Closed
66
Calls
$81.2M
Puts
$68.9M
Net Calls
+$12.3M
Net Calls Change
-$42.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
851
GW&K Investment Management
Massachusetts
$14K +$1.41K +14 +11%
MAM
852
Meeder Asset Management
Ohio
$14K +$14K +139 New
VCM
853
Versant Capital Management
Arizona
$13.8K +$8.33K +83 +154%
CIA
854
Cape Investment Advisory
Georgia
$13.1K
PCWA
855
Pacific Capital Wealth Advisors
California
$12.4K +$12.3K +123 New
CCC
856
Chelsea Counsel Company
California
$11.6K
FWA
857
FSC Wealth Advisors
New York
$11.4K
FW
858
Fairway Wealth
Ohio
$11.4K +$11.3K +113 New
AEPWM
859
Atlantic Edge Private Wealth Management
Florida
$11.2K
GI
860
Gradient Investments
Minnesota
$11K +$10.9K +109 New
CHA
861
Carmichael Hill & Associates
Maryland
$10.8K
HEIP
862
Hudson Edge Investment Partners
New Jersey
$10.1K +$10K +100 New
ZRP
863
Zynergy Retirement Planning
New Jersey
$10.1K +$10K +100 New
W
864
WealthCollab
Washington
$9.55K
RFG
865
RFP Financial Group
Georgia
$9.25K -$502 -5 -5%
PWMG
866
Private Wealth Management Group
New Jersey
$8.75K
GA
867
GoalVest Advisory
New York
$8.55K -$15.1K -150 -64%
ANBT
868
American National Bank & Trust
Texas
$8.55K
AA
869
Addison Advisors
Vermont
$8.04K +$8.03K +80 New
CMP
870
Coston McIsaac & Partners
Maine
$8K
AP
871
Aspect Partners
Virginia
$7.84K
GEA
872
Glen Eagle Advisors
New Jersey
$7.44K
WTA
873
Washington Trust Advisors
Massachusetts
$6.92K -$1.1K -11 -14%
PPC
874
Park Place Capital
Alabama
$6.84K -$4.52K -45 -40%
PP
875
PFS Partners
New Jersey
$6.84K

HIG Hedge Fund Activity: Q2 2024 in Review

926 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2024, worth a combined $27.2B — down 3.3% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new HIG positions and 66 closed out — a net gain of 22 holders — while 338 added to existing stakes and 333 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $99.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $193M.

  • 926 institutional investors held Hartford Financial Services (HIG) as of Q2 2024, up from 920 in Q1 2024.
  • Funds reported $27.2B of Hartford Financial Services stock for Q2 2024, down 3.3% quarter-over-quarter.
  • 88 funds opened new Hartford Financial Services positions in Q2 2024 and 66 closed out, a net change of +22 holders.
  • The largest Hartford Financial Services buyer in Q2 2024 was Balyasny Asset Management, an estimated $99.5M added.
  • The largest Hartford Financial Services seller in Q2 2024 was T. Rowe Price Associates, an estimated $193M sold.

Based on aggregated 13F filings for Q2 2024.