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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
PCM
76
Prana Capital Management
Connecticut
$35.1M -$6.74M -89,529 -17%
American Century Companies
77
American Century Companies
Missouri
$34.3M +$1.15M +15,203 +4%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$34.2M +$5.31M +70,570 +20%
Citigroup
79
Citigroup
New York
$34.1M +$11.5M +153,310 +57%
Retirement Systems of Alabama
80
Retirement Systems of Alabama
Alabama
$33.9M -$216K -2,863 -0.7%
SAM
81
Storebrand Asset Management
Norway
$33.7M +$1.87M +24,783 +6%
AllianceBernstein
82
AllianceBernstein
Tennessee
$33M -$403K -5,350 -1%
Lazard Asset Management
83
Lazard Asset Management
New York
$32.2M +$3.04M +40,339 +11%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$31.9M -$765K -10,152 -2%
DRZID
85
DePrince Race & Zollo Inc (DRZ)
Florida
$31.3M -$324K -4,297 -1%
Federated Hermes
86
Federated Hermes
Pennsylvania
$30M -$12.6M -166,649 -31%
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.8M +$2.04M +27,023 +8%
Mitsubishi UFJ Trust & Banking
88
Mitsubishi UFJ Trust & Banking
Japan
$29.3M +$2.23M +29,566 +9%
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$29M +$4.69M +62,230 +21%
Principal Financial Group
90
Principal Financial Group
Iowa
$28.5M -$841K -11,170 -3%
Pictet Asset Management
91
Pictet Asset Management
Switzerland
$28.3M +$2.3M +30,569 +10%
New York State Teachers Retirement System (NYSTRS)
92
New York State Teachers Retirement System (NYSTRS)
New York
$28.2M -$1.41M -18,679 -5%
Zurich Cantonal Bank
93
Zurich Cantonal Bank
Switzerland
$27.6M +$12.5M +166,453 +94%
ZIM
94
Zacks Investment Management
Illinois
$27.1M +$3.49M +46,398 +16%
MAM
95
Martingale Asset Management
Massachusetts
$27M -$1.07M -14,143 -4%
Verition Fund Management
96
Verition Fund Management
Connecticut
$26.6M -$51.3M -680,616 -67%
Bank of Nova Scotia
97
Bank of Nova Scotia
Ontario, Canada
$26.2M +$21.8M +288,984 +793%
Mitsubishi UFJ Asset Management
98
Mitsubishi UFJ Asset Management
Japan
$25.3M +$897K +11,915 +4%
New York State Common Retirement Fund
99
New York State Common Retirement Fund
New York
$24.3M -$4.02M -53,345 -15%
Squarepoint
100
Squarepoint
New York
$24.3M +$5.82M +77,310 +34%

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.