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Hartford Financial Services

770 hedge funds and large institutions have $20.3B invested in Hartford Financial Services in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 267 increasing their positions, 278 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $19.8B → $20.3B (+$442M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.04% less ownership

Funds ownership: 90.87%90.83% (-0.04%)

1% less funds holding

Funds holding: 774770 (-4)

1% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 74

4% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 278

29% less call options, than puts

Call options by funds: $50.3M | Put options by funds: $71.3M

Holders
770
Holders Change
-4
Holders Change %
-0.52%
% of All Funds
12.09%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
73
Increased
267
Reduced
278
Closed
74
Calls
$50.3M
Puts
$71.3M
Net Calls
-$21M
Net Calls Change
+$38.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.94B -$53.3M -758,994 -2%
BlackRock
2
BlackRock
New York
$1.87B +$83.1M +1,183,946 +5%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.67B -$209M -2,977,186 -11%
State Street
4
State Street
Massachusetts
$1.25B -$1.35M -19,159 -0.1%
JP Morgan Chase
5
JP Morgan Chase
New York
$926M -$2.45M -34,886 -0.3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$874M -$3.34M -47,591 -0.4%
Invesco
7
Invesco
Georgia
$528M -$117M -1,673,349 -19%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$469M +$184K +2,620 +0%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$412M -$284K -4,049 -0.1%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$355M +$6.37M +90,680 +2%
LSV Asset Management
11
LSV Asset Management
Illinois
$350M -$7.16M -101,947 -2%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$324M +$3.76M +53,596 +1%
Victory Capital Management
13
Victory Capital Management
Texas
$292M +$234M +3,335,262 +461%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$264M +$1.45M +20,684 +0.6%
Norges Bank
15
Norges Bank
Norway
$250M -$5.35M -76,159 -2%
Ameriprise
16
Ameriprise
Minnesota
$246M +$13.6M +194,114 +6%
Diamond Hill Capital Management
17
Diamond Hill Capital Management
Ohio
$240M +$45.4M +646,628 +24%
Northern Trust
18
Northern Trust
Illinois
$236M -$15.7M -223,673 -6%
Morgan Stanley
19
Morgan Stanley
New York
$220M -$7.66M -109,078 -3%
Newport Trust Company
20
Newport Trust Company
District of Columbia
$217M -$3.94M -56,182 -2%
Legal & General Group
21
Legal & General Group
United Kingdom
$215M +$1.19M +16,972 +0.6%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$194M -$4.8M -68,289 -2%
Adage Capital Partners
23
Adage Capital Partners
Massachusetts
$188M +$17.1M +243,600 +10%
Bank of America
24
Bank of America
North Carolina
$186M -$30.1M -428,184 -14%
Nordea Investment Management
25
Nordea Investment Management
Sweden
$168M +$6.76M +96,325 +4%

HIG Hedge Fund Activity: Q2 2023 in Review

770 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2023, worth a combined $20.3B — up 2.2% from $19.8B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of HIG and 73 opened new positions — a net loss of 1 holder — while 278 trimmed existing stakes and 267 added.

The largest buyer was Victory Capital Management, adding an estimated $234M. The largest seller was T. Rowe Price Associates, cutting an estimated $209M.

  • 770 institutional investors held Hartford Financial Services (HIG) as of Q2 2023, down from 774 in Q1 2023.
  • Funds reported $20.3B of Hartford Financial Services stock for Q2 2023, up 2.2% quarter-over-quarter.
  • 73 funds opened new Hartford Financial Services positions in Q2 2023 and 74 closed out, a net change of -1 holder.
  • The largest Hartford Financial Services buyer in Q2 2023 was Victory Capital Management, an estimated $234M added.
  • The largest Hartford Financial Services seller in Q2 2023 was T. Rowe Price Associates, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2023.