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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
Tudor Investment Corp
876
Tudor Investment Corp
Connecticut
-$322K -4,538 Closed
AIM
877
Aigen Investment Management
New York
-$315K -4,441 Closed
FMAEN1
878
Fund Management at Engine No 1
California
-$310K -4,373 Closed
TLP
879
Tri Locum Partners
New York
-$248K -3,500 Closed
RBC
880
Romano Brothers & Co
Illinois
-$247K -3,485 Closed
TC
881
Telemus Capital
Michigan
-$246K -3,474 Closed
CCB
882
Country Club Bank
Missouri
-$241K -3,343 Closed
PCMC
883
Paragon Capital Management (Colorado)
Colorado
-$218K -3,071 Closed
MNBTD
884
Moody National Bank Trust Division
Texas
-$206K -2,905 Closed
SCA
885
Stonebridge Capital Advisors
Minnesota
-$48.4K -683 Closed
HWA
886
Heritage Wealth Advisors
Virginia
-$23K -325 Closed
CCP
887
Carmel Capital Partners
California
-$19.4K -273 Closed
EARNEST Partners
888
EARNEST Partners
Georgia
-$15.4K -217 Closed
SGC
889
Slocum, Gordon & Co
Rhode Island
-$14.7K -208 Closed
RTC
890
Riverview Trust Company
Washington
-$14.5K -204 Closed
MAM
891
Meeder Asset Management
Ohio
-$13.5K -190 Closed
CWAF
892
Core Wealth Advisors (Florida)
Florida
-$4.68K -66 Closed
BAAM
893
Baker Avenue Asset Management
California
-$2.2K -31 Closed
CA
894
Crewe Advisors
Utah
-$2.06K -29 Closed
CSPIA
895
Cary Street Partners Investment Advisory
Virginia
-$1.42K -20 Closed
GJIA
896
Glass Jacobson Investment Advisors
Maryland
-$1.21K -17 Closed
SIA
897
SkyView Investment Advisors
New Jersey
-$1K -10 Closed
PCTC
898
Perkins Coie Trust Company
Washington
-$496 -7 Closed

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.