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Hartford Financial Services

669 hedge funds and large institutions have $19.8B invested in Hartford Financial Services in 2021 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 205 increasing their positions, 275 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $117M | Put options by funds: $94.7M

2.63% less ownership

Funds ownership: 92.25%89.62% (-2.6%)

5% less funds holding

Funds holding: 706669 (-37)

10% less capital invested

Capital invested by funds: $22B → $19.8B (-$2.2B)

25% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 275

27% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 103

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

Holders
669
Holders Change
-37
Holders Change %
-5.24%
% of All Funds
11.64%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.1%
New
75
Increased
205
Reduced
275
Closed
103
Calls
$117M
Puts
$94.7M
Net Calls
+$22M
Net Calls Change
-$86.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
401
Mark Sheptoff Financial Planning
Connecticut
$532K
B
402
BP
United Kingdom
$523K -$223K -3,410 -29%
PIA
403
Pinion Investment Advisors
Kansas
$521K -$1.77K -27 -0.3%
WIC
404
Wilkins Investment Counsel
Massachusetts
$521K
NAM
405
NTV Asset Management
West Virginia
$518K -$10.5K -160 -2%
GT
406
Glenmede Trust
Pennsylvania
$510K -$85.5K -1,305 -14%
HW
407
Hancock Whitney
Mississippi
$495K -$54.8K -836 -9%
LNWWM
408
Laird Norton Wetherby Wealth Management
California
$495K -$3.21K -49 -0.6%
CIBC World Market
409
CIBC World Market
Ontario, Canada
$494K -$587K -8,956 -53%
ARM
410
Adirondack Research & Management
New York
$484K -$25.2K -385 -5%
CCIA
411
Campbell & Co Investment Adviser
Maryland
$477K +$505K +7,700 New
TSW
412
Thompson Siegel & Walmsley
Virginia
$475K +$228K +3,478 +83%
MC
413
Machina Capital
France
$465K +$491K +7,500 New
SP
414
Symmetry Partners
Connecticut
$464K
CAM
415
Cresset Asset Management
Illinois
$461K +$110K +1,684 +30%
UB
416
UMB Bank
Missouri
$452K -$6.88K -105 -1%
ASN
417
Advisory Services Network
Georgia
$447K +$210K +3,200 +80%
SPC
418
Sigma Planning Corp
Michigan
$444K -$71K -1,083 -13%
WG
419
Winton Group
United Kingdom
$434K +$459K +7,000 New
Cetera Investment Advisers
420
Cetera Investment Advisers
Illinois
$432K +$2.56K +39 +0.6%
LMAM
421
Legg Mason Asset Management
Japan
$424K -$331K -5,056 -43%
BCV
422
Banque Cantonale Vaudoise
Switzerland
$419K -$5.96K -91 -1%
SPIA
423
Steward Partners Investment Advisory
New York
$412K -$453K -6,916 -51%
Rockefeller Capital Management
424
Rockefeller Capital Management
New York
$408K +$280K +4,280 +185%
RIM
425
Regent Investment Management
Kentucky
$403K

HIG Hedge Fund Activity: Q2 2021 in Review

669 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2021, worth a combined $19.8B — down 10% from $22B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of HIG and 75 opened new positions — a net loss of 28 holders — while 275 trimmed existing stakes and 205 added.

The largest buyer was Fidelity Investments, adding an estimated $249M. The largest seller was Franklin Resources, cutting an estimated $235M.

  • 669 institutional investors held Hartford Financial Services (HIG) as of Q2 2021, down from 706 in Q1 2021.
  • Funds reported $19.8B of Hartford Financial Services stock for Q2 2021, down 10% quarter-over-quarter.
  • 75 funds opened new Hartford Financial Services positions in Q2 2021 and 103 closed out, a net change of -28 holders.
  • The largest Hartford Financial Services buyer in Q2 2021 was Fidelity Investments, an estimated $249M added.
  • The largest Hartford Financial Services seller in Q2 2021 was Franklin Resources, an estimated $235M sold.

Based on aggregated 13F filings for Q2 2021.