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WhaleScore 2.0
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HARTFORD INVESTMENT MANAGEMENT COMPANY
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HARTFORD CT
Investment Advisor
Hedge Fund
Hartford Investment Management Company is based out of Hartford. Hartford Investment Management Company is a hedge fund with 90 clients and discretionary assets under management (AUM) of $106,869,451,401 (Form ADV from 2023-03-23). Their last reported 13F filing for Q4 2023 included $2,681,931,968 in managed 13F securities
and a top 10 holdings concentration of 31.04%. Hartford Investment Management Company's largest holding is Apple Inc with shares held of 984,951. Whalewisdom has at least 107 13F filings, and 5 13G filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
UBER Uber Technologies In | 0.32% |
AVGO Broadcom Ltd. (Avago | 0.29% |
LULU Lululemon Athletica | 0.15% |
BLDR Builders FirstSource | 0.05% |
VLTO Veralto Corp | 0.04% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
IWD iShares Russell 1000 | 0.46% |
IWF iShares Russell 1000 | 0.39% |
XOM ExxonMobil Corp. (St | 0.29% |
ATVI Activision Blizzard | 0.18% |
CVX Chevron Corp. (Stand | 0.17% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
AAPL Apple Inc | 7.07% |
MSFT Microsoft Corp. | 7.02% |
AMZN Amazon.com Inc. | 3.47% |
NVDA NVIDIA Corp. | 3.07% |
GOOGL Alphabet Inc. Class | 2.08% |
2023-12-31
13F Activity
Market Value | $2.68b, Prior: $2.50b |
New Purchases | 7 stocks |
Added To | 12 stocks |
Sold out of | 20 stocks |
Reduced holdings in | 477 stocks |
Top 10 Holdings % | 31.04% |
Turnover %[1] | 5.42% |
Turnover Alt %[2] | 0.76% |
Time Held Top 20 | 25.7 quarters |
Time Held Top 10 | 19.9 quarters |
Time Held All | 63.72 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31