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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
Jacobs Levy Equity Management
101
Jacobs Levy Equity Management
New Jersey
$23.3M +$19.8M +262,752 +980%
First Trust Advisors
102
First Trust Advisors
Illinois
$23M -$3.66M -48,660 -15%
DZ Bank
103
DZ Bank
Germany
$23M +$9.12M +121,055 +73%
DnB Asset Management
104
DnB Asset Management
Norway
$22.2M +$3.53M +46,812 +20%
SPS
105
Susquehanna Portfolio Strategies
Pennsylvania
$21.4M +$20M +265,992 New
Stifel Financial
106
Stifel Financial
Missouri
$21.1M +$2.45M +32,534 +14%
Teacher Retirement System of Texas
107
Teacher Retirement System of Texas
Texas
$21M +$5.81M +77,199 +42%
EB
108
Eastern Bank
Massachusetts
$21M +$74.7K +992 +0.4%
Prudential Financial
109
Prudential Financial
New Jersey
$20.7M -$2.81M -37,305 -13%
Korea Investment Corp
110
Korea Investment Corp
South Korea
$20.5M +$3.63M +48,235 +23%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$19.6M +$6.58M +87,395 +56%
MGIM
112
M&G Investment Management
United Kingdom
$19M -$284K -3,770 -2%
BA
113
Bridgewater Associates
Connecticut
$18.6M +$2.34M +31,016 +15%
State of Tennessee, Department of Treasury
114
State of Tennessee, Department of Treasury
Tennessee
$18.5M +$5.84M +77,500 +51%
FP
115
Foundry Partners
Minnesota
$18.4M -$2.13M -28,345 -11%
Allianz Asset Management
116
Allianz Asset Management
Germany
$18.2M -$838K -11,133 -5%
TD Asset Management
117
TD Asset Management
Ontario, Canada
$18M +$2.84M +37,766 +20%
SEI Investments
118
SEI Investments
Pennsylvania
$17.5M -$607K -8,064 -4%
Neuberger Berman Group
119
Neuberger Berman Group
New York
$16.7M +$302K +4,010 +2%
Aviva
120
Aviva
United Kingdom
$15.2M +$7.21M +95,752 +102%
Grantham, Mayo, Van Otterloo & Co (GMO)
121
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$15M +$3.48M +46,260 +33%
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$14.8M -$390K -5,172 -3%
QCM
123
QRG Capital Management
Illinois
$14.8M +$363K +4,821 +3%
Skandinaviska Enskilda Banken (SEB)
124
Skandinaviska Enskilda Banken (SEB)
Sweden
$14.6M +$4.88M +64,736 +56%
IMRF
125
Illinois Municipal Retirement Fund
Illinois
$14.5M +$1.54M +20,462 +13%

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.