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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
HF
151
HRT Financial
New York
$10.9M -$661K -8,770 -6%
Asset Management One
152
Asset Management One
Japan
$10.9M +$679K +9,016 +7%
EAM
153
EdenTree Asset Management
United Kingdom
$10.6M -$335K -4,450 -3%
DPAM
154
Degroof Petercam Asset Management
Belgium
$10.5M +$9.86M +130,924 New
Truist Financial
155
Truist Financial
North Carolina
$10.5M +$183K +2,432 +2%
Rockefeller Capital Management
156
Rockefeller Capital Management
New York
$10.3M +$28K +372 +0.3%
Royal London Asset Management
157
Royal London Asset Management
United Kingdom
$10.3M +$344K +4,574 +4%
BBVA
158
Banco Bilbao Vizcaya Argentaria
Spain
$10.2M -$318K -4,223 -3%
SCM
159
Shelton Capital Management
Colorado
$9.91M +$3.96M +52,604 +74%
Axa
160
Axa
France
$9.82M +$5.8M +76,962 +170%
FAF
161
Första AP-fonden
Sweden
$9.79M -$497K -6,600 -5%
LPL Financial
162
LPL Financial
California
$9.57M +$884K +11,740 +11%
CHAM
163
Clear Harbor Asset Management
Connecticut
$9.4M -$170K -2,258 -2%
Allspring Global Investments
164
Allspring Global Investments
North Carolina
$9.33M -$877K -11,648 -9%
APF
165
Alaska Permanent Fund
Alaska
$9.1M +$1.21K +16 +0%
HPCM
166
Hunter Perkins Capital Management
Illinois
$8.92M -$94.1K -1,250 -1%
GF
167
Gabelli Funds
New York
$8.84M
GCC
168
Guardian Capital (Canada)
Ontario, Canada
$8.83M -$128K -1,704 -2%
KOCAA
169
Knights of Columbus Asset Advisors
Connecticut
$8.72M +$98.6K +1,309 +1%
Rafferty Asset Management
170
Rafferty Asset Management
New York
$8.57M +$301K +3,992 +4%
FFBTD
171
First Financial Bank - Trust Division
Ohio
$8.5M +$100K +1,333 +1%
PI
172
PineBridge Investments
New York
$8.5M +$718K +9,533 +10%
FM
173
Foster & Motley
Ohio
$8.41M +$488K +6,476 +7%
Janney Montgomery Scott
174
Janney Montgomery Scott
Pennsylvania
$8.35M -$415K -5,504 -5%
RJFSA
175
Raymond James Financial Services Advisors
Florida
$8.33M -$1.68M -22,318 -18%

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.