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Hartford Financial Services

770 hedge funds and large institutions have $20.3B invested in Hartford Financial Services in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 267 increasing their positions, 278 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $19.8B → $20.3B (+$442M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.04% less ownership

Funds ownership: 90.87%90.83% (-0.04%)

1% less funds holding

Funds holding: 774770 (-4)

1% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 74

4% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 278

29% less call options, than puts

Call options by funds: $50.3M | Put options by funds: $71.3M

Holders
770
Holders Change
-4
Holders Change %
-0.52%
% of All Funds
12.09%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
73
Increased
267
Reduced
278
Closed
74
Calls
$50.3M
Puts
$71.3M
Net Calls
-$21M
Net Calls Change
+$38.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
101
Mackenzie Financial
Ontario, Canada
$18.9M -$15.6M -221,494 -46%
FP
102
Foundry Partners
Minnesota
$18.6M +$1.79M +25,499 +11%
EB
103
Eastern Bank
Massachusetts
$18.4M -$44.9K -640 -0.3%
Teacher Retirement System of Texas
104
Teacher Retirement System of Texas
Texas
$18.3M -$5.72M -81,437 -24%
Citigroup
105
Citigroup
New York
$17.7M -$8.9M -126,730 -34%
Connor, Clark & Lunn Investment Management (CC&L)
106
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$17.6M +$14M +199,404 +446%
MGIM
107
M&G Investment Management
United Kingdom
$17.2M -$1.76M -24,996 -9%
Canada Pension Plan Investment Board
108
Canada Pension Plan Investment Board
Ontario, Canada
$17.2M +$11.3M +161,597 +210%
DnB Asset Management
109
DnB Asset Management
Norway
$17M -$586K -8,339 -3%
Voloridge Investment Management
110
Voloridge Investment Management
Florida
$16.7M +$11.4M +162,995 +234%
Toronto Dominion Bank
111
Toronto Dominion Bank
Ontario, Canada
$16.5M +$5.04M +71,749 +46%
Stifel Financial
112
Stifel Financial
Missouri
$15.7M +$4.6M +65,472 +43%
SEI Investments
113
SEI Investments
Pennsylvania
$15.5M -$184K -2,620 -1%
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.2M -$9.48M -134,940 -39%
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
$14.5M -$781K -11,124 -5%
Ohio Public Employees Retirement System (OPERS)
116
Ohio Public Employees Retirement System (OPERS)
Ohio
$14.2M -$1.26M -17,938 -8%
Neuberger Berman Group
117
Neuberger Berman Group
New York
$14M -$393K -5,603 -3%
TD Asset Management
118
TD Asset Management
Ontario, Canada
$13.8M -$922K -13,132 -6%
IMRF
119
Illinois Municipal Retirement Fund
Illinois
$13.4M +$241K +3,427 +2%
SFI
120
Susquehanna Fundamental Investments
Pennsylvania
$13.3M
Chevy Chase Trust
121
Chevy Chase Trust
Maryland
$12.9M -$326K -4,640 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
122
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$12.9M -$10.6M -151,463 -46%
CK
123
Cohen Klingenstein
New York
$12.6M -$35.7K -508 -0.3%
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$12.5M +$134K +1,909 +1%
US Bancorp
125
US Bancorp
Minnesota
$12.1M -$462K -6,580 -4%

HIG Hedge Fund Activity: Q2 2023 in Review

770 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2023, worth a combined $20.3B — up 2.2% from $19.8B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of HIG and 73 opened new positions — a net loss of 1 holder — while 278 trimmed existing stakes and 267 added.

The largest buyer was Victory Capital Management, adding an estimated $234M. The largest seller was T. Rowe Price Associates, cutting an estimated $209M.

  • 770 institutional investors held Hartford Financial Services (HIG) as of Q2 2023, down from 774 in Q1 2023.
  • Funds reported $20.3B of Hartford Financial Services stock for Q2 2023, up 2.2% quarter-over-quarter.
  • 73 funds opened new Hartford Financial Services positions in Q2 2023 and 74 closed out, a net change of -1 holder.
  • The largest Hartford Financial Services buyer in Q2 2023 was Victory Capital Management, an estimated $234M added.
  • The largest Hartford Financial Services seller in Q2 2023 was T. Rowe Price Associates, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2023.