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Hartford Financial Services

850 hedge funds and large institutions have $22.7B invested in Hartford Financial Services in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 291 increasing their positions, 297 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 46

15% more capital invested

Capital invested by funds: $19.8B → $22.7B (+$2.88B)

13% more call options, than puts

Call options by funds: $100M | Put options by funds: $88.5M

10% more funds holding

Funds holding: 773850 (+77)

2.92% more ownership

Funds ownership: 90.77%93.68% (+2.9%)

2% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 297

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
850
Holders Change
+77
Holders Change %
+9.96%
% of All Funds
12.39%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
130
Increased
291
Reduced
297
Closed
46
Calls
$100M
Puts
$88.5M
Net Calls
+$11.6M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.12B -$67.8M -900,366 -2%
BlackRock
2
BlackRock
New York
$2.03B +$6.15M +81,675 +0.3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.5B -$249M -3,310,024 -15%
State Street
4
State Street
Massachusetts
$1.35B +$533K +7,073 +0%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$993M +$73.8M +979,275 +9%
JP Morgan Chase
6
JP Morgan Chase
New York
$848M -$175M -2,326,881 -18%
Invesco
7
Invesco
Georgia
$579M -$16.2M -214,620 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$556M -$630K -8,365 -0.1%
Morgan Stanley
9
Morgan Stanley
New York
$545M +$278M +3,688,761 +119%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$492M +$95.8M +1,272,290 +26%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$458M -$1.28M -17,048 -0.3%
Victory Capital Management
12
Victory Capital Management
Texas
$422M +$7.97M +105,799 +2%
LSV Asset Management
13
LSV Asset Management
Illinois
$388M +$12.4M +165,190 +4%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$358M -$3.6M -47,799 -1%
Norges Bank
15
Norges Bank
Norway
$279M -$740K -9,830 -0.3%
Ameriprise
16
Ameriprise
Minnesota
$276M -$5.53M -73,471 -2%
Northern Trust
17
Northern Trust
Illinois
$272M +$1.39M +18,419 +0.5%
Diamond Hill Capital Management
18
Diamond Hill Capital Management
Ohio
$267M +$491K +6,521 +0.2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$253M -$33.6M -446,687 -12%
UBS AM
20
UBS AM
Illinois
$245M +$47.2M +626,930 +26%
Nordea Investment Management
21
Nordea Investment Management
Sweden
$238M +$37.5M +497,916 +20%
Newport Trust Company
22
Newport Trust Company
District of Columbia
$235M -$4.52M -59,994 -2%
Legal & General Group
23
Legal & General Group
United Kingdom
$219M -$13M -172,112 -6%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$210M -$8.12M -107,761 -4%
Bank of America
25
Bank of America
North Carolina
$193M -$4.41M -58,531 -2%

HIG Hedge Fund Activity: Q4 2023 in Review

850 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2023, worth a combined $22.7B — up 15% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new HIG positions and 46 closed out — a net gain of 84 holders — while 291 added to existing stakes and 297 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $278M. The largest seller was T. Rowe Price Associates, cutting an estimated $249M.

  • 850 institutional investors held Hartford Financial Services (HIG) as of Q4 2023, up from 773 in Q3 2023.
  • Funds reported $22.7B of Hartford Financial Services stock for Q4 2023, up 15% quarter-over-quarter.
  • 130 funds opened new Hartford Financial Services positions in Q4 2023 and 46 closed out, a net change of +84 holders.
  • The largest Hartford Financial Services buyer in Q4 2023 was Morgan Stanley, an estimated $278M added.
  • The largest Hartford Financial Services seller in Q4 2023 was T. Rowe Price Associates, an estimated $249M sold.

Based on aggregated 13F filings for Q4 2023.