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Hartford Financial Services

1,008 hedge funds and large institutions have $31.1B invested in Hartford Financial Services in 2024 Q3 according to their latest regulatory filings, with 141 funds opening new positions, 348 increasing their positions, 344 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 53

28% more call options, than puts

Call options by funds: $77.6M | Put options by funds: $60.4M

14% more capital invested

Capital invested by funds: $27.2B → $31.1B (+$3.92B)

9% more funds holding

Funds holding: 9261,008 (+82)

1% more repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 344

0.86% less ownership

Funds ownership: 91.54%90.68% (-0.86%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
1,008
Holders Change
+82
Holders Change %
+8.86%
% of All Funds
14.47%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
141
Increased
348
Reduced
344
Closed
53
Calls
$77.6M
Puts
$60.4M
Net Calls
+$17.1M
Net Calls Change
+$4.89M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1001
Crewe Advisors
Utah
$236 +$219 +2 New
FPFS
1002
First Personal Financial Services
North Carolina
$236 +$219 +2 New
WA
1003
WestEnd Advisors
North Carolina
$235
CSWM
1004
Cassady Schiller Wealth Management
Ohio
$118
KWAG
1005
Kiely Wealth Advisory Group
North Carolina
$118
WBC
1006
West Branch Capital
Massachusetts
$118 +$110 +1 New
YDMI
1007
Y.D. More Investments
Israel
$53 +$767 +7 +4%
CMP
1008
Coston McIsaac & Partners
Maine
$9
DWM
1009
Dogwood Wealth Management
Kansas
$4
Balyasny Asset Management
1010
Balyasny Asset Management
Illinois
-$111M -1,010,632 Closed
PFMOSF
1011
Philadelphia Financial Management of San Francisco
California
-$8.11M -80,644 Closed
Renaissance Technologies
1012
Renaissance Technologies
New York
-$2.75M -27,400 Closed
KCM
1013
Kempner Capital Management
Texas
-$2.55M -25,365 Closed
Parallax Volatility Advisers
1014
Parallax Volatility Advisers
California
-$1.95M -17,783 Closed
WI
1015
WBI Investments
New Jersey
-$1.29M -12,865 Closed
VF
1016
Virtu Financial
New York
-$1.28M -12,719 Closed
FRM
1017
Fox Run Management
Connecticut
-$1.19M -11,803 Closed
SP
1018
Symmetry Partners
Connecticut
-$965K -9,603 Closed
SW
1019
SVB Wealth
Massachusetts
-$905K -8,998 Closed
IFU
1020
iSAM Funds (UK)
United Kingdom
-$728K -7,245 Closed
MSCM
1021
McElhenny Sheffield Capital Management
Texas
-$664K -6,603 Closed
PP
1022
Paloma Partners
Connecticut
-$549K -5,464 Closed
BCM
1023
Bayesian Capital Management
New York
-$519K -5,158 Closed
IWA
1024
IBEX Wealth Advisors
New Jersey
-$484K -4,815 Closed
Nomura Holdings
1025
Nomura Holdings
Japan
-$431K -4,282 Closed

HIG Hedge Fund Activity: Q3 2024 in Review

1,008 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q3 2024, worth a combined $31.1B — up 14% from $27.2B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new HIG positions and 53 closed out — a net gain of 88 holders — while 348 added to existing stakes and 344 trimmed.

The largest buyer was BlackRock, adding an estimated $250M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $167M.

  • 1,008 institutional investors held Hartford Financial Services (HIG) as of Q3 2024, up from 926 in Q2 2024.
  • Funds reported $31.1B of Hartford Financial Services stock for Q3 2024, up 14% quarter-over-quarter.
  • 141 funds opened new Hartford Financial Services positions in Q3 2024 and 53 closed out, a net change of +88 holders.
  • The largest Hartford Financial Services buyer in Q3 2024 was BlackRock, an estimated $250M added.
  • The largest Hartford Financial Services seller in Q3 2024 was Hotchkis & Wiley Capital Management, an estimated $167M sold.

Based on aggregated 13F filings for Q3 2024.