We are live on ! Find out more
HIG icon

Hartford Financial Services

773 hedge funds and large institutions have $19.8B invested in Hartford Financial Services in 2023 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 291 increasing their positions, 268 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 53

9% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 268

0% more funds holding

Funds holding: 770773 (+3)

0.06% less ownership

Funds ownership: 90.83%90.77% (-0.06%)

2% less capital invested

Capital invested by funds: $20.3B → $19.8B (-$473M)

9% less call options, than puts

Call options by funds: $64.8M | Put options by funds: $71.2M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
773
Holders Change
+3
Holders Change %
+0.39%
% of All Funds
12.27%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
64
Increased
291
Reduced
268
Closed
53
Calls
$64.8M
Puts
$71.2M
Net Calls
-$6.4M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.81B -$82.9M -1,142,781 -3%
BlackRock
2
BlackRock
New York
$1.79B -$50.4M -694,841 -3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.56B -$84.6M -1,165,719 -5%
State Street
4
State Street
Massachusetts
$1.19B -$42.6M -587,392 -3%
JP Morgan Chase
5
JP Morgan Chase
New York
$914M +$1.78M +24,499 +0.2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$807M -$55.3M -761,611 -6%
Invesco
7
Invesco
Georgia
$526M +$6.67M +91,911 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$491M +$29.3M +404,247 +6%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$405M -$489K -6,738 -0.1%
Victory Capital Management
10
Victory Capital Management
Texas
$365M +$78.6M +1,083,420 +27%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$344M -$6.03M -83,150 -2%
LSV Asset Management
12
LSV Asset Management
Illinois
$330M -$14.8M -203,933 -4%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$319M -$47.4K -653 -0%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$255M -$5.22M -71,943 -2%
Ameriprise
15
Ameriprise
Minnesota
$249M +$6.31M +87,001 +3%
Norges Bank
16
Norges Bank
Norway
$247M +$863K +11,888 +0.3%
Northern Trust
17
Northern Trust
Illinois
$239M +$6.4M +88,131 +3%
Diamond Hill Capital Management
18
Diamond Hill Capital Management
Ohio
$235M -$662K -9,116 -0.3%
Morgan Stanley
19
Morgan Stanley
New York
$219M +$2.04M +28,092 +0.9%
Newport Trust Company
20
Newport Trust Company
District of Columbia
$212M -$2.04M -28,078 -0.9%
Legal & General Group
21
Legal & General Group
United Kingdom
$205M -$6.75M -92,984 -3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$193M +$1.58M +21,740 +0.8%
Nordea Investment Management
23
Nordea Investment Management
Sweden
$176M +$7.91M +108,998 +5%
Bank of America
24
Bank of America
North Carolina
$174M -$8.96M -123,406 -5%
UBS AM
25
UBS AM
Illinois
$171M +$25.8M +355,590 +17%

HIG Hedge Fund Activity: Q3 2023 in Review

773 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q3 2023, worth a combined $19.8B — down 2.3% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new HIG positions and 53 closed out — a net gain of 11 holders — while 291 added to existing stakes and 268 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $78.6M. The largest seller was Man Group, exiting entirely with an estimated $141M sold.

  • 773 institutional investors held Hartford Financial Services (HIG) as of Q3 2023, up from 770 in Q2 2023.
  • Funds reported $19.8B of Hartford Financial Services stock for Q3 2023, down 2.3% quarter-over-quarter.
  • 64 funds opened new Hartford Financial Services positions in Q3 2023 and 53 closed out, a net change of +11 holders.
  • The largest Hartford Financial Services buyer in Q3 2023 was Victory Capital Management, an estimated $78.6M added.
  • The largest Hartford Financial Services seller in Q3 2023 was Man Group, an estimated $141M sold.

Based on aggregated 13F filings for Q3 2023.