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Hartford Financial Services

920 hedge funds and large institutions have $28.2B invested in Hartford Financial Services in 2024 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 286 increasing their positions, 340 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

116% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 68

92% more call options, than puts

Call options by funds: $114M | Put options by funds: $59.2M

24% more capital invested

Capital invested by funds: $22.7B → $28.2B (+$5.49B)

8% more funds holding

Funds holding: 850920 (+70)

1.65% less ownership

Funds ownership: 93.68%92.03% (-1.7%)

16% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 340

Holders
920
Holders Change
+70
Holders Change %
+8.24%
% of All Funds
13.25%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
147
Increased
286
Reduced
340
Closed
68
Calls
$114M
Puts
$59.2M
Net Calls
+$54.5M
Net Calls Change
+$42.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.9B -$84.3M -919,259 -2%
BlackRock
2
BlackRock
New York
$2.62B +$10.4M +113,868 +0.4%
State Street
3
State Street
Massachusetts
$1.71B -$19.9M -217,278 -1%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.64B -$250M -2,730,824 -15%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.46B +$163M +1,773,976 +14%
JP Morgan Chase
6
JP Morgan Chase
New York
$949M -$123M -1,345,458 -13%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$750M +$33.1M +360,862 +5%
Invesco
8
Invesco
Georgia
$648M -$84.2M -918,271 -13%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$592M +$4.1M +44,695 +0.8%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$579M -$45.6M -497,745 -8%
Victory Capital Management
11
Victory Capital Management
Texas
$556M +$13.1M +143,394 +3%
LSV Asset Management
12
LSV Asset Management
Illinois
$493M -$3.32M -36,262 -0.8%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$418M -$35.9M -391,341 -9%
Norges Bank
14
Norges Bank
Norway
$376M +$16.5M +180,317 +5%
Ameriprise
15
Ameriprise
Minnesota
$351M -$4.63M -50,467 -1%
Morgan Stanley
16
Morgan Stanley
New York
$342M -$317M -3,454,015 -51%
Diamond Hill Capital Management
17
Diamond Hill Capital Management
Ohio
$332M -$9.41M -102,665 -3%
Northern Trust
18
Northern Trust
Illinois
$331M -$15.4M -167,916 -5%
Nordea Investment Management
19
Nordea Investment Management
Sweden
$328M +$21.4M +233,742 +8%
UBS AM
20
UBS AM
Illinois
$305M -$7.68M -83,813 -3%
Newport Trust Company
21
Newport Trust Company
District of Columbia
$297M -$4.63M -50,536 -2%
Legal & General Group
22
Legal & General Group
United Kingdom
$267M -$12.2M -133,010 -5%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$261M -$7.36M -80,294 -3%
Bank of America
24
Bank of America
North Carolina
$253M +$4.92M +53,711 +2%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$243M +$160M +1,746,643 +284%

HIG Hedge Fund Activity: Q1 2024 in Review

920 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q1 2024, worth a combined $28.2B — up 24% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new HIG positions and 68 closed out — a net gain of 79 holders — while 286 added to existing stakes and 340 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $189M. The largest seller was Morgan Stanley, cutting an estimated $317M.

  • 920 institutional investors held Hartford Financial Services (HIG) as of Q1 2024, up from 850 in Q4 2023.
  • Funds reported $28.2B of Hartford Financial Services stock for Q1 2024, up 24% quarter-over-quarter.
  • 147 funds opened new Hartford Financial Services positions in Q1 2024 and 68 closed out, a net change of +79 holders.
  • The largest Hartford Financial Services buyer in Q1 2024 was First Trust Advisors, an estimated $189M added.
  • The largest Hartford Financial Services seller in Q1 2024 was Morgan Stanley, an estimated $317M sold.

Based on aggregated 13F filings for Q1 2024.