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Hartford Financial Services

734 hedge funds and large institutions have $18.1B invested in Hartford Financial Services in 2022 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 267 increasing their positions, 252 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1.24% more ownership

Funds ownership: 89.22%90.46% (+1.2%)

6% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 252

4% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 69

1% less funds holding

Funds holding: 738734 (-4)

6% less capital invested

Capital invested by funds: $19.2B → $18.1B (-$1.14B)

29% less call options, than puts

Call options by funds: $93.6M | Put options by funds: $131M

Holders
734
Holders Change
-4
Holders Change %
-0.54%
% of All Funds
12.64%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
72
Increased
267
Reduced
252
Closed
69
Calls
$93.6M
Puts
$131M
Net Calls
-$37.7M
Net Calls Change
-$41.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.46B -$16.8M -257,659 -0.6%
BlackRock
2
BlackRock
New York
$1.48B -$44.2M -678,460 -3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.19B +$90M +1,383,232 +8%
State Street
4
State Street
Massachusetts
$1.13B -$27.4M -421,477 -2%
JP Morgan Chase
5
JP Morgan Chase
New York
$973M -$263M -4,036,356 -20%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$763M -$65.4M -1,004,530 -8%
Invesco
7
Invesco
Georgia
$495M +$29.4M +451,463 +6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$397M +$647K +9,935 +0.2%
Charles Schwab
9
Charles Schwab
California
$392M +$29.6M +455,202 +8%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$350M +$9.6M +147,509 +3%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$341M -$8.04M -123,500 -2%
LSV Asset Management
12
LSV Asset Management
Illinois
$314M +$1.64M +25,235 +0.5%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$277M +$8.26M +126,893 +3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$263M -$37.5M -575,791 -12%
Norges Bank
15
Norges Bank
Norway
$229M -$4.75M -72,999 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$219M +$6.47M +99,405 +3%
Northern Trust
17
Northern Trust
Illinois
$217M -$5.08M -78,004 -2%
Diamond Hill Capital Management
18
Diamond Hill Capital Management
Ohio
$215M -$2.68M -41,173 -1%
Franklin Resources
19
Franklin Resources
California
$196M -$150M -2,308,944 -42%
Newport Trust Company
20
Newport Trust Company
District of Columbia
$195M -$472K -7,260 -0.2%
Legal & General Group
21
Legal & General Group
United Kingdom
$192M -$15.8M -243,276 -7%
Adage Capital Partners
22
Adage Capital Partners
Massachusetts
$191M +$34.9M +536,700 +21%
Bank of America
23
Bank of America
North Carolina
$190M +$17.8M +272,858 +10%
Morgan Stanley
24
Morgan Stanley
New York
$184M -$13.8M -212,691 -7%
Ameriprise
25
Ameriprise
Minnesota
$174M +$15.9M +244,287 +10%

HIG Hedge Fund Activity: Q3 2022 in Review

734 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q3 2022, worth a combined $18.1B — down 5.9% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new HIG positions and 69 closed out — a net gain of 3 holders — while 267 added to existing stakes and 252 trimmed.

The largest buyer was Man Group, opening a new position worth an estimated $126M. The largest seller was JP Morgan Chase, cutting an estimated $263M.

  • 734 institutional investors held Hartford Financial Services (HIG) as of Q3 2022, down from 738 in Q2 2022.
  • Funds reported $18.1B of Hartford Financial Services stock for Q3 2022, down 5.9% quarter-over-quarter.
  • 72 funds opened new Hartford Financial Services positions in Q3 2022 and 69 closed out, a net change of +3 holders.
  • The largest Hartford Financial Services buyer in Q3 2022 was Man Group, an estimated $126M added.
  • The largest Hartford Financial Services seller in Q3 2022 was JP Morgan Chase, an estimated $263M sold.

Based on aggregated 13F filings for Q3 2022.