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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
OFG
1026
OmniStar Financial Group
North Carolina
-$430K -4,273 Closed
CIS
1027
Custom Index Systems
New York
-$417K -4,149 Closed
EWA
1028
Exencial Wealth Advisors
Oklahoma
-$377K -3,747 Closed
QIM
1029
Quantitative Investment Management
Virginia
-$373K -3,710 Closed
CP
1030
Camelot Portfolios
Ohio
-$331K -3,288 Closed
RIA
1031
Realta Investment Advisors
Delaware
-$316K -3,140 Closed
IWA
1032
IVC Wealth Advisors
Pennsylvania
-$288K -2,864 Closed
WF
1033
Wayfinding Financial
Washington
-$270K -2,677 Closed
BFM
1034
Boothbay Fund Management
New York
-$259K -2,581 Closed
GHA
1035
GW Henssler & Associates
Georgia
-$255K -2,540 Closed
PA
1036
Pinnacle Associates
New York
-$253K -2,518 Closed
SCM
1037
Spreng Capital Management
Ohio
-$234K -2,325 Closed
WB
1038
WesBanco Bank
West Virginia
-$221K -2,200 Closed
TAM
1039
Tocqueville Asset Management
New York
-$205K -2,036 Closed
ATPW
1040
Ashton Thomas Private Wealth
Arizona
-$159K -1,585 Closed
LIA
1041
Lynx Investment Advisory
District of Columbia
-$72K -716 Closed
SSG
1042
Summit Securities Group
New York
-$72K -714 Closed
TWP
1043
Triad Wealth Partners
Kansas
-$69.8K -694 Closed
GLR
1044
Great Lakes Retirement
Ohio
-$41.8K -414 Closed
BEI
1045
Benjamin Edwards Inc
Missouri
-$40K -394 Closed
TFF
1046
The Family Firm
Maryland
-$31.5K -313 Closed
AS
1047
Altshuler Shaham
Israel
-$20.4K -203 Closed
EC
1048
Elequin Capital
New York
-$17.9K -178 Closed
RWMG
1049
Redwood Wealth Management Group
New Jersey
-$15.6K -155 Closed
FW
1050
Fairway Wealth
Ohio
-$11.4K -113 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.