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Hartford Financial Services

1,040 hedge funds and large institutions have $29.4B invested in Hartford Financial Services in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 381 increasing their positions, 354 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more call options, than puts

Call options by funds: $73M | Put options by funds: $20.1M

53% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 86

3% more funds holding

Funds holding: 1,0081,040 (+32)

1.43% more ownership

Funds ownership: 90.68%92.11% (+1.4%)

8% more repeat investments, than reductions

Existing positions increased: 381 | Existing positions reduced: 354

5% less capital invested

Capital invested by funds: $31.1B → $29.4B (-$1.71B)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
1,040
Holders Change
+32
Holders Change %
+3.17%
% of All Funds
13.7%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
132
Increased
381
Reduced
354
Closed
86
Calls
$73M
Puts
$20.1M
Net Calls
+$52.9M
Net Calls Change
+$35.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.06B -$7.19M -61,980 -0.2%
BlackRock
2
BlackRock
New York
$3.36B +$339M +2,919,617 +10%
State Street
3
State Street
Massachusetts
$1.82B +$14.2M +122,830 +0.7%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.38B -$89.9M -775,321 -6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.22B -$314M -2,709,369 -20%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$793M +$9.45M +81,495 +1%
Invesco
7
Invesco
Georgia
$627M -$41.2M -355,624 -6%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$578M -$7.92M -68,350 -1%
JP Morgan Chase
9
JP Morgan Chase
New York
$572M -$281M -2,425,923 -32%
Victory Capital Management
10
Victory Capital Management
Texas
$514M +$23.5M +202,487 +5%
LSV Asset Management
11
LSV Asset Management
Illinois
$452M -$31.8M -274,640 -6%
Nordea Investment Management
12
Nordea Investment Management
Sweden
$430M +$67.4M +581,103 +17%
UBS AM
13
UBS AM
Illinois
$419M +$27.2M +234,320 +7%
Norges Bank
14
Norges Bank
Norway
$416M +$16.4M +141,049 +4%
Morgan Stanley
15
Morgan Stanley
New York
$407M +$7.92M +68,299 +2%
Northern Trust
16
Northern Trust
Illinois
$387M +$60.3M +519,717 +17%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$377M +$2.9M +25,053 +0.7%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$377M -$2.25M -19,417 -0.6%
Diamond Hill Capital Management
19
Diamond Hill Capital Management
Ohio
$314M -$14.9M -128,723 -4%
First Trust Advisors
20
First Trust Advisors
Illinois
$294M +$40.8M +352,282 +15%
Newport Trust Company
21
Newport Trust Company
District of Columbia
$292M -$11.1M -95,973 -3%
Legal & General Group
22
Legal & General Group
United Kingdom
$266M -$7.88M -67,962 -3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$251M -$9.4M -81,064 -3%
Ameriprise
24
Ameriprise
Minnesota
$248M +$85.2M +735,170 +48%
Franklin Resources
25
Franklin Resources
California
$234M -$4.98M -42,947 -2%

HIG Hedge Fund Activity: Q4 2024 in Review

1,040 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2024, worth a combined $29.4B — down 5.5% from $31.1B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new HIG positions and 86 closed out — a net gain of 46 holders — while 381 added to existing stakes and 354 trimmed.

The largest buyer was BlackRock, adding an estimated $339M. The largest seller was Fidelity Investments, cutting an estimated $314M.

  • 1,040 institutional investors held Hartford Financial Services (HIG) as of Q4 2024, up from 1,008 in Q3 2024.
  • Funds reported $29.4B of Hartford Financial Services stock for Q4 2024, down 5.5% quarter-over-quarter.
  • 132 funds opened new Hartford Financial Services positions in Q4 2024 and 86 closed out, a net change of +46 holders.
  • The largest Hartford Financial Services buyer in Q4 2024 was BlackRock, an estimated $339M added.
  • The largest Hartford Financial Services seller in Q4 2024 was Fidelity Investments, an estimated $314M sold.

Based on aggregated 13F filings for Q4 2024.