Hartford Financial Services
774 hedge funds and large institutions have $19.8B invested in Hartford Financial Services in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 288 increasing their positions, 264 reducing their positions, and 73 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
9% more repeat investments, than reductions
Existing positions increased: 288 | Existing positions reduced: 264
4% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 73
0.2% more ownership
Funds ownership: 90.66% → 90.87% (+0.2%)
2% less funds holding
Funds holding: 787 → 774 (-13)
9% less capital invested
Capital invested by funds: $21.7B → $19.8B (-$1.91B)
45% less call options, than puts
Call options by funds: $73.2M | Put options by funds: $133M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$150M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$120M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$99.4M |
| 4 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$93.9M |
| 5 |
PCM
Prana Capital Management
Greenwich,
Connecticut
|
+$55.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$376M |
| 2 |
Man Group
London,
United Kingdom
|
-$147M |
| 3 |
JP Morgan Chase
New York
|
-$125M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$107M |
| 5 |
Amundi
Paris,
France
|
-$65.2M |
HIG Hedge Fund Activity: Q1 2023 in Review
774 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q1 2023, worth a combined $19.8B — down 8.8% from $21.7B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new HIG positions and 73 closed out — a net gain of 3 holders — while 288 added to existing stakes and 264 trimmed.
The largest buyer was Vanguard Group, adding an estimated $150M. The largest seller was Charles Schwab, cutting an estimated $376M.
- 774 institutional investors held Hartford Financial Services (HIG) as of Q1 2023, down from 787 in Q4 2022.
- Funds reported $19.8B of Hartford Financial Services stock for Q1 2023, down 8.8% quarter-over-quarter.
- 76 funds opened new Hartford Financial Services positions in Q1 2023 and 73 closed out, a net change of +3 holders.
- The largest Hartford Financial Services buyer in Q1 2023 was Vanguard Group, an estimated $150M added.
- The largest Hartford Financial Services seller in Q1 2023 was Charles Schwab, an estimated $376M sold.
Based on aggregated 13F filings for Q1 2023.