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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
OWA
951
One Wealth Advisors
California
-$458K -4,428 Closed
CG
952
Caprock Group
Idaho
-$450K -4,348 Closed
LFG
953
Lockerman Financial Group
California
-$412K -4,000 Closed
ALAM
954
Asahi Life Asset Management
Japan
-$387K -3,760 Closed
JFL
955
Jarislowsky, Fraser Ltd
Quebec, Canada
-$371K -3,600 Closed
OC
956
Oppenheimer & Co
New York
-$349K -3,391 Closed
CIP
957
Convergence Investment Partners
Florida
-$340K -3,299 Closed
NL
958
NWAM LLC
Washington
-$333K -3,288 Closed
LNC
959
Lincoln National Corp
Pennsylvania
-$330K -3,199 Closed
CA
960
Commerzbank Aktiengesellschaft
Germany
-$328K -3,182 Closed
C
961
CEDRUS
Colorado
-$323K -3,138 Closed
ACP
962
Aveo Capital Partners
Colorado
-$273K -2,791 Closed
IPW
963
Impact Partnership Wealth
Georgia
-$276K -2,678 Closed
BAM
964
Bayview Asset Management
Florida
-$258K -2,500 Closed
PCMC
965
Paragon Capital Management (Colorado)
Colorado
-$253K -2,456 Closed
Connor, Clark & Lunn Investment Management (CC&L)
966
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$250K -2,428 Closed
DWA
967
Delap Wealth Advisory
Oregon
-$249K -2,419 Closed
JC
968
JB Capital
Connecticut
-$248K -2,407 Closed
BPC
969
Banque Pictet & Cie
Switzerland
-$246K -2,383 Closed
HI
970
Humankind Investments
New York
-$227K -2,200 Closed
DWA
971
Douglass Winthrop Advisors
New York
-$206K -2,000 Closed
ET
972
Equitable Trust
Tennessee
-$206K -2,000 Closed
LFA
973
Legacy Financial Advisors
Kentucky
-$204K -1,982 Closed
PFGIA
974
Patriot Financial Group Insurance Agency
Massachusetts
-$200K -1,945 Closed
EI
975
Ellevest Inc
New York
-$200K -1,944 Closed

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.