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Hartford Financial Services

1,008 hedge funds and large institutions have $31.1B invested in Hartford Financial Services in 2024 Q3 according to their latest regulatory filings, with 141 funds opening new positions, 348 increasing their positions, 344 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 53

28% more call options, than puts

Call options by funds: $77.6M | Put options by funds: $60.4M

14% more capital invested

Capital invested by funds: $27.2B → $31.1B (+$3.92B)

9% more funds holding

Funds holding: 9261,008 (+82)

1% more repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 344

0.86% less ownership

Funds ownership: 91.54%90.68% (-0.86%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
1,008
Holders Change
+82
Holders Change %
+8.86%
% of All Funds
14.47%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
141
Increased
348
Reduced
344
Closed
53
Calls
$77.6M
Puts
$60.4M
Net Calls
+$17.1M
Net Calls Change
+$4.89M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.38B -$14.4M -131,775 -0.4%
BlackRock
2
BlackRock
New York
$3.27B +$250M +2,282,353 +9%
State Street
3
State Street
Massachusetts
$1.94B -$9.91M -90,389 -0.5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.63B -$41.9M -381,883 -3%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.58B -$65.9M -600,809 -4%
JP Morgan Chase
6
JP Morgan Chase
New York
$900M -$88.1M -803,627 -10%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$840M -$32.9M -299,908 -4%
Invesco
8
Invesco
Georgia
$716M +$17.1M +156,257 +3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$630M -$49.7M -453,376 -8%
Victory Capital Management
10
Victory Capital Management
Texas
$529M -$54.4M -496,062 -10%
LSV Asset Management
11
LSV Asset Management
Illinois
$518M -$27.2M -247,913 -5%
Norges Bank
12
Norges Bank
Norway
$431M -$48M -437,385 -11%
Morgan Stanley
13
Morgan Stanley
New York
$429M +$17M +155,450 +4%
UBS AM
14
UBS AM
Illinois
$423M -$323K -2,949 -0.1%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$407M -$167M -1,522,615 -31%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$403M -$66.4M -605,520 -15%
Nordea Investment Management
17
Nordea Investment Management
Sweden
$391M +$5.32M +48,557 +1%
Northern Trust
18
Northern Trust
Illinois
$355M -$20.9M -191,048 -6%
Diamond Hill Capital Management
19
Diamond Hill Capital Management
Ohio
$353M -$14.8M -135,151 -4%
Newport Trust Company
20
Newport Trust Company
District of Columbia
$325M -$6.39M -58,262 -2%
Legal & General Group
21
Legal & General Group
United Kingdom
$293M +$3.68M +33,602 +1%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$288M -$12.9M -117,775 -5%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$279M -$9.64M -87,910 -4%
First Trust Advisors
24
First Trust Advisors
Illinois
$274M -$4.86M -44,347 -2%
Bank of America
25
Bank of America
North Carolina
$273M -$13.5M -122,952 -5%

HIG Hedge Fund Activity: Q3 2024 in Review

1,008 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q3 2024, worth a combined $31.1B — up 14% from $27.2B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new HIG positions and 53 closed out — a net gain of 88 holders — while 348 added to existing stakes and 344 trimmed.

The largest buyer was BlackRock, adding an estimated $250M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $167M.

  • 1,008 institutional investors held Hartford Financial Services (HIG) as of Q3 2024, up from 926 in Q2 2024.
  • Funds reported $31.1B of Hartford Financial Services stock for Q3 2024, up 14% quarter-over-quarter.
  • 141 funds opened new Hartford Financial Services positions in Q3 2024 and 53 closed out, a net change of +88 holders.
  • The largest Hartford Financial Services buyer in Q3 2024 was BlackRock, an estimated $250M added.
  • The largest Hartford Financial Services seller in Q3 2024 was Hotchkis & Wiley Capital Management, an estimated $167M sold.

Based on aggregated 13F filings for Q3 2024.