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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
ProShare Advisors
201
ProShare Advisors
Maryland
$6.28M -$366K -4,866 -6%
UIM
202
USS Investment Management
United Kingdom
$6.2M -$90.4K -1,200 -2%
LA
203
LBP AM
France
$6.18M +$1.59M +21,054 +38%
TAF
204
Tredje AP-fonden
Sweden
$5.87M -$126K -1,675 -2%
MIM
205
MetLife Investment Management
New Jersey
$5.86M -$204K -2,711 -4%
Corient Private Wealth
206
Corient Private Wealth
Florida
$5.74M -$1.1M -14,660 -17%
CWM
207
CIBC World Markets
New York
$5.62M +$1.56M +20,775 +42%
MNG
208
Manning & Napier Group
New York
$5.42M -$1.04M -13,768 -17%
CAM
209
Carret Asset Management
New York
$5.36M -$36.5K -485 -0.7%
OMC
210
Old Mission Capital
Illinois
$5.33M +$5M +66,345 New
MFG
211
Monte Financial Group
Connecticut
$5.31M +$7.08K +94 +0.1%
COPPSERS
212
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.29M +$330K +4,375 +7%
RWM
213
Ritholtz Wealth Management
New York
$5.16M +$68.6K +911 +1%
Caisse de Depot et Placement du Quebec (CDPQ)
214
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.09M -$3.99M -53,041 -46%
Wealth Enhancement Advisory Services
215
Wealth Enhancement Advisory Services
Minnesota
$5.08M +$269K +3,572 +6%
Capital Fund Management (CFM)
216
Capital Fund Management (CFM)
France
$5.08M +$4.76M +63,159 New
FDCDDQ
217
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.04M +$2.58M +34,224 +120%
TPSF
218
Texas Permanent School Fund
Texas
$4.99M -$82K -1,089 -2%
Creative Planning
219
Creative Planning
Kansas
$4.91M +$132K +1,753 +3%
BFG
220
Berger Financial Group
Minnesota
$4.89M -$91.3K -1,212 -2%
Envestnet Portfolio Solutions
221
Envestnet Portfolio Solutions
Illinois
$4.83M +$425K +5,649 +10%
WFMPM
222
Woodley Farra Manion Portfolio Management
Indiana
$4.82M -$175K -2,329 -4%
MLM
223
Mount Lucas Management
Pennsylvania
$4.7M +$2.19M +29,077 +99%
BIMC
224
Benson Investment Management Company
Virginia
$4.64M +$49.7K +660 +1%
Voloridge Investment Management
225
Voloridge Investment Management
Florida
$4.6M -$9.99M -132,608 -70%

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.