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Hartford Financial Services

787 hedge funds and large institutions have $21.7B invested in Hartford Financial Services in 2022 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 280 increasing their positions, 255 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 52

20% more capital invested

Capital invested by funds: $18.1B → $21.7B (+$3.63B)

7% more funds holding

Funds holding: 734787 (+53)

10% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 255

0.2% more ownership

Funds ownership: 90.46%90.66% (+0.2%)

27% less call options, than puts

Call options by funds: $122M | Put options by funds: $168M

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
787
Holders Change
+53
Holders Change %
+7.22%
% of All Funds
12.65%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
120
Increased
280
Reduced
255
Closed
52
Calls
$122M
Puts
$168M
Net Calls
-$45.4M
Net Calls Change
-$7.72M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3B -$17.5M -242,584 -0.6%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.88B +$406M +5,638,368 +29%
BlackRock
3
BlackRock
New York
$1.86B +$41M +569,725 +2%
State Street
4
State Street
Massachusetts
$1.36B -$13.2M -183,403 -1%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.11B -$81.1M -1,127,156 -7%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.03B +$94.2M +1,308,619 +11%
Invesco
7
Invesco
Georgia
$640M +$33M +458,329 +6%
Charles Schwab
8
Charles Schwab
California
$523M +$40.8M +566,895 +9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$489M +$3.43M +47,664 +0.7%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$391M -$25.7M -356,741 -6%
LSV Asset Management
11
LSV Asset Management
Illinois
$381M -$3.4M -47,284 -0.9%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$338M -$537K -7,456 -0.2%
AWA
13
Arete Wealth Advisors
Illinois
$284M +$3.24K +45 +1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$282M +$13.1M +181,854 +5%
Norges Bank
15
Norges Bank
Norway
$278M -$2.08M -28,868 -0.8%
Northern Trust
16
Northern Trust
Illinois
$262M -$3.16M -43,900 -1%
Morgan Stanley
17
Morgan Stanley
New York
$248M +$20.9M +290,285 +10%
Ameriprise
18
Ameriprise
Minnesota
$240M +$25.5M +354,429 +13%
Newport Trust Company
19
Newport Trust Company
District of Columbia
$234M -$4.38M -60,899 -2%
Diamond Hill Capital Management
20
Diamond Hill Capital Management
Ohio
$230M -$32M -444,694 -13%
Legal & General Group
21
Legal & General Group
United Kingdom
$223M -$12.2M -169,737 -5%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$217M -$99.9M -1,387,115 -33%
Bank of America
23
Bank of America
North Carolina
$212M -$19.8M -274,744 -9%
Amundi
24
Amundi
France
$191M -$1.58M -21,979 -0.9%
Franklin Resources
25
Franklin Resources
California
$180M -$57.1M -793,206 -25%

HIG Hedge Fund Activity: Q4 2022 in Review

787 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2022, worth a combined $21.7B — up 20% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new HIG positions and 52 closed out — a net gain of 68 holders — while 280 added to existing stakes and 255 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $406M. The largest seller was Nuveen, cutting an estimated $125M.

  • 787 institutional investors held Hartford Financial Services (HIG) as of Q4 2022, up from 734 in Q3 2022.
  • Funds reported $21.7B of Hartford Financial Services stock for Q4 2022, up 20% quarter-over-quarter.
  • 120 funds opened new Hartford Financial Services positions in Q4 2022 and 52 closed out, a net change of +68 holders.
  • The largest Hartford Financial Services buyer in Q4 2022 was T. Rowe Price Associates, an estimated $406M added.
  • The largest Hartford Financial Services seller in Q4 2022 was Nuveen, an estimated $125M sold.

Based on aggregated 13F filings for Q4 2022.