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Hartford Financial Services

920 hedge funds and large institutions have $28.2B invested in Hartford Financial Services in 2024 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 286 increasing their positions, 340 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

116% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 68

92% more call options, than puts

Call options by funds: $114M | Put options by funds: $59.2M

24% more capital invested

Capital invested by funds: $22.7B → $28.2B (+$5.49B)

8% more funds holding

Funds holding: 850920 (+70)

1.65% less ownership

Funds ownership: 93.68%92.03% (-1.7%)

16% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 340

Holders
920
Holders Change
+70
Holders Change %
+8.24%
% of All Funds
13.25%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
147
Increased
286
Reduced
340
Closed
68
Calls
$114M
Puts
$59.2M
Net Calls
+$54.5M
Net Calls Change
+$42.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$42.1M -$1.56M -16,997 -4%
WCM
77
Wedge Capital Management
North Carolina
$40.2M -$7.68M -83,770 -18%
Pictet Asset Management
78
Pictet Asset Management
Switzerland
$40M +$3.28M +35,825 +10%
DRZID
79
DePrince Race & Zollo Inc (DRZ)
Florida
$39.8M -$315K -3,434 -0.9%
AllianceBernstein
80
AllianceBernstein
Tennessee
$39.7M -$2.31M -25,171 -6%
ZIM
81
Zacks Investment Management
Illinois
$38M +$2.93M +31,936 +9%
Mitsubishi UFJ Asset Management
82
Mitsubishi UFJ Asset Management
Japan
$38M +$5.3M +57,865 +19%
Natixis Advisors
83
Natixis Advisors
Massachusetts
$37M -$10.4M -113,570 -24%
Mitsubishi UFJ Trust & Banking
84
Mitsubishi UFJ Trust & Banking
Japan
$36.9M -$517K -5,637 -2%
Principal Financial Group
85
Principal Financial Group
Iowa
$36.8M +$151K +1,644 +0.5%
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$36.3M -$1.73M -18,906 -5%
New York State Teachers Retirement System (NYSTRS)
87
New York State Teachers Retirement System (NYSTRS)
New York
$36M -$196K -2,137 -0.6%
Caisse de Depot et Placement du Quebec (CDPQ)
88
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$34.6M +$25M +272,889 +431%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
89
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$34.3M +$22.9M +250,000 +301%
Zurich Cantonal Bank
90
Zurich Cantonal Bank
Switzerland
$34.3M -$978K -10,670 -3%
CVA
91
Ceredex Value Advisors
Florida
$34.2M -$19M -206,950 -39%
Jacobs Levy Equity Management
92
Jacobs Levy Equity Management
New Jersey
$29.9M +$13.5K +147 +0.1%
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$29.4M +$2.23M +24,326 +6%
Allianz Asset Management
94
Allianz Asset Management
Germany
$29.2M +$5.17M +56,404 +25%
New York State Common Retirement Fund
95
New York State Common Retirement Fund
New York
$28.6M -$2.2M -23,997 -8%
MAM
96
Martingale Asset Management
Massachusetts
$28.2M -$5.67M -61,903 -18%
Lazard Asset Management
97
Lazard Asset Management
New York
$28.2M -$11.6M -126,563 -32%
Stifel Financial
98
Stifel Financial
Missouri
$27.5M +$457K +4,990 +2%
SPS
99
Susquehanna Portfolio Strategies
Pennsylvania
$27.4M
DZ Bank
100
DZ Bank
Germany
$27M -$2.16M -23,559 -8%

HIG Hedge Fund Activity: Q1 2024 in Review

920 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q1 2024, worth a combined $28.2B — up 24% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new HIG positions and 68 closed out — a net gain of 79 holders — while 286 added to existing stakes and 340 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $189M. The largest seller was Morgan Stanley, cutting an estimated $317M.

  • 920 institutional investors held Hartford Financial Services (HIG) as of Q1 2024, up from 850 in Q4 2023.
  • Funds reported $28.2B of Hartford Financial Services stock for Q1 2024, up 24% quarter-over-quarter.
  • 147 funds opened new Hartford Financial Services positions in Q1 2024 and 68 closed out, a net change of +79 holders.
  • The largest Hartford Financial Services buyer in Q1 2024 was First Trust Advisors, an estimated $189M added.
  • The largest Hartford Financial Services seller in Q1 2024 was Morgan Stanley, an estimated $317M sold.

Based on aggregated 13F filings for Q1 2024.