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Hartford Financial Services

774 hedge funds and large institutions have $19.8B invested in Hartford Financial Services in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 288 increasing their positions, 264 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 264

4% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 73

0.2% more ownership

Funds ownership: 90.66%90.87% (+0.2%)

2% less funds holding

Funds holding: 787774 (-13)

9% less capital invested

Capital invested by funds: $21.7B → $19.8B (-$1.91B)

45% less call options, than puts

Call options by funds: $73.2M | Put options by funds: $133M

Holders
774
Holders Change
-13
Holders Change %
-1.65%
% of All Funds
12.33%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
76
Increased
288
Reduced
264
Closed
73
Calls
$73.2M
Puts
$133M
Net Calls
-$59.7M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
76
Lazard Asset Management
New York
$31.1M -$82.4K -1,109 -0.2%
New York State Common Retirement Fund
77
New York State Common Retirement Fund
New York
$30M -$1.54M -20,719 -5%
MAM
78
Martingale Asset Management
Massachusetts
$30M +$720K +9,690 +2%
BNP Paribas Asset Management
79
BNP Paribas Asset Management
France
$29.9M +$10.2M +137,178 +47%
Prudential Financial
80
Prudential Financial
New Jersey
$29.5M -$7.28M -97,977 -19%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$29.4M
NI
82
Nuance Investments
Missouri
$28M -$661K -8,894 -2%
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$27.7M +$4.82M +64,904 +20%
New York State Teachers Retirement System (NYSTRS)
84
New York State Teachers Retirement System (NYSTRS)
New York
$27.5M +$69.9K +941 +0.2%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$27.4M +$6.84M +92,105 +35%
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$27.1M +$120M +1,622,525 +425%
Principal Financial Group
87
Principal Financial Group
Iowa
$26.9M +$319K +4,301 +1%
Mitsubishi UFJ Trust & Banking
88
Mitsubishi UFJ Trust & Banking
Japan
$26.1M +$775K +10,433 +3%
Citigroup
89
Citigroup
New York
$26M +$400K +5,389 +1%
Allianz Asset Management
90
Allianz Asset Management
Germany
$25.5M -$9.71M -130,699 -26%
DRZID
91
DePrince Race & Zollo Inc (DRZ)
Florida
$24.7M +$1.63M +21,886 +7%
SAM
92
Storebrand Asset Management
Norway
$24.5M +$795K +10,711 +3%
Natixis Advisors
93
Natixis Advisors
Massachusetts
$24.5M +$1.88M +25,350 +8%
State of Tennessee, Department of Treasury
94
State of Tennessee, Department of Treasury
Tennessee
$24.3M -$3.92M -52,780 -13%
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24.1M -$3.47M -46,789 -12%
Verition Fund Management
96
Verition Fund Management
Connecticut
$23.8M +$24.8M +334,490 +4,555%
VOYA Investment Management
97
VOYA Investment Management
Georgia
$23.4M -$4.1M -55,226 -14%
Teacher Retirement System of Texas
98
Teacher Retirement System of Texas
Texas
$23.4M +$523K +7,045 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
99
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$23M +$13M +175,137 +113%
HF
100
HRT Financial
New York
$22.7M +$8.94M +120,392 +59%

HIG Hedge Fund Activity: Q1 2023 in Review

774 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q1 2023, worth a combined $19.8B — down 8.8% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new HIG positions and 73 closed out — a net gain of 3 holders — while 288 added to existing stakes and 264 trimmed.

The largest buyer was Vanguard Group, adding an estimated $150M. The largest seller was Charles Schwab, cutting an estimated $376M.

  • 774 institutional investors held Hartford Financial Services (HIG) as of Q1 2023, down from 787 in Q4 2022.
  • Funds reported $19.8B of Hartford Financial Services stock for Q1 2023, down 8.8% quarter-over-quarter.
  • 76 funds opened new Hartford Financial Services positions in Q1 2023 and 73 closed out, a net change of +3 holders.
  • The largest Hartford Financial Services buyer in Q1 2023 was Vanguard Group, an estimated $150M added.
  • The largest Hartford Financial Services seller in Q1 2023 was Charles Schwab, an estimated $376M sold.

Based on aggregated 13F filings for Q1 2023.