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HARTFORD INVESTMENT MANAGEMENT COMPANY

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HARTFORD CT Investment Advisor Hedge Fund
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

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)

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

Portfolio Performance