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Hartford Financial Services

920 hedge funds and large institutions have $28.2B invested in Hartford Financial Services in 2024 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 286 increasing their positions, 340 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

116% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 68

92% more call options, than puts

Call options by funds: $114M | Put options by funds: $59.2M

24% more capital invested

Capital invested by funds: $22.7B → $28.2B (+$5.49B)

8% more funds holding

Funds holding: 850920 (+70)

1.65% less ownership

Funds ownership: 93.68%92.03% (-1.7%)

16% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 340

Holders
920
Holders Change
+70
Holders Change %
+8.24%
% of All Funds
13.25%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
147
Increased
286
Reduced
340
Closed
68
Calls
$114M
Puts
$59.2M
Net Calls
+$54.5M
Net Calls Change
+$42.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
201
Prudential plc
United Kingdom
$7.73M +$5.13M +55,981 +294%
AB
202
Amalgamated Bank
New York
$7.57M -$634K -6,916 -9%
Handelsbanken Fonder
203
Handelsbanken Fonder
Sweden
$7.55M +$1.65M +17,983 +33%
Axa
204
Axa
France
$7.5M -$4.52M -49,343 -40%
ProShare Advisors
205
ProShare Advisors
Maryland
$7.49M -$494K -5,387 -7%
Creative Planning
206
Creative Planning
Kansas
$7.23M +$828K +9,034 +15%
MIM
207
MetLife Investment Management
New Jersey
$7.2M -$282K -3,077 -4%
Envestnet Portfolio Solutions
208
Envestnet Portfolio Solutions
Illinois
$6.98M +$697K +7,603 +13%
SLAM
209
Swiss Life Asset Management
$6.96M -$9.41M -102,606 -60%
CAM
210
Carret Asset Management
New York
$6.78M -$74.3K -810 -1%
RWM
211
Ritholtz Wealth Management
New York
$6.76M +$122K +1,333 +2%
COPPSERS
212
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.75M -$30.8K -336 -0.5%
Thrivent Financial for Lutherans
213
Thrivent Financial for Lutherans
Minnesota
$6.73M -$2.97M -32,350 -33%
IMCOOI
214
Investment Management Corp of Ontario (IMCO)
Canada
$6.6M -$1.55M -16,894 -21%
MME
215
Meag Munich Ergo
Germany
$6.48M +$2.48M +27,101 +76%
UIM
216
USS Investment Management
United Kingdom
$6.48M -$1.3M -14,215 -18%
BF
217
BOK Financial
Oklahoma
$6.41M +$1.07M +11,620 +23%
TPSF
218
Texas Permanent School Fund
Texas
$6.36M -$36.4K -397 -0.6%
Verition Fund Management
219
Verition Fund Management
Connecticut
$6.31M -$24.7M -269,191 -81%
Wealth Enhancement Advisory Services
220
Wealth Enhancement Advisory Services
Minnesota
$6.29M -$193K -2,103 -3%
Cerity Partners
221
Cerity Partners
New York
$6.21M +$975K +10,635 +21%
MNG
222
Manning & Napier Group
New York
$6.21M -$657K -7,171 -11%
BIMC
223
Benson Investment Management Company
Virginia
$6.02M +$64.7K +706 +1%
MFG
224
Monte Financial Group
Connecticut
$5.99M -$723K -7,882 -12%
BFG
225
Berger Financial Group
Minnesota
$5.98M -$253K -2,757 -5%

HIG Hedge Fund Activity: Q1 2024 in Review

920 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q1 2024, worth a combined $28.2B — up 24% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new HIG positions and 68 closed out — a net gain of 79 holders — while 286 added to existing stakes and 340 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $189M. The largest seller was Morgan Stanley, cutting an estimated $317M.

  • 920 institutional investors held Hartford Financial Services (HIG) as of Q1 2024, up from 850 in Q4 2023.
  • Funds reported $28.2B of Hartford Financial Services stock for Q1 2024, up 24% quarter-over-quarter.
  • 147 funds opened new Hartford Financial Services positions in Q1 2024 and 68 closed out, a net change of +79 holders.
  • The largest Hartford Financial Services buyer in Q1 2024 was First Trust Advisors, an estimated $189M added.
  • The largest Hartford Financial Services seller in Q1 2024 was Morgan Stanley, an estimated $317M sold.

Based on aggregated 13F filings for Q1 2024.