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Hartford Financial Services

652 hedge funds and large institutions have $19.9B invested in Hartford Financial Services in 2019 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 217 increasing their positions, 235 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $144M | Put options by funds: $93.6M

12% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 60

7% more capital invested

Capital invested by funds: $18.6B → $19.9B (+$1.31B)

1% more funds holding

Funds holding: 646652 (+6)

8% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 235

1.59% less ownership

Funds ownership: 92.6%91.01% (-1.6%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
652
Holders Change
+6
Holders Change %
+0.93%
% of All Funds
14.3%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
67
Increased
217
Reduced
235
Closed
60
Calls
$144M
Puts
$93.6M
Net Calls
+$50.5M
Net Calls Change
+$81M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
426
Connecticut Wealth Management
Connecticut
$329K -$31.2K -534 -9%
AWM
427
Altium Wealth Management
New York
$328K -$13.4K -229 -4%
GBT
428
Grove Bank & Trust
Florida
$328K -$2.69K -46 -0.8%
AWM
429
Avior Wealth Management
Nebraska
$328K
CF
430
Centaurus Financial
California
$321K -$16.7K -285 -5%
HSA
431
HBK Sorce Advisory
Pennsylvania
$313K +$2.63K +45 +0.9%
RCM
432
RNC Capital Management
California
$312K
BRWA
433
B. Riley Wealth Advisors
Florida
$309K -$42.1K -719 -12%
SF
434
Synovus Financial
Georgia
$309K +$29.3K +500 +11%
SW
435
SVB Wealth
Massachusetts
$307K +$7.49K +128 +3%
CCM
436
Crabel Capital Management
California
$306K +$296K +5,051 New
TSS
437
Two Sigma Securities
New York
$304K -$764K -13,056 -72%
KS
438
Karpas Strategies
Connecticut
$303K
NIT
439
NumerixS Investment Technologies
British Columbia, Canada
$303K +$146K +2,500 +100%
DADC
440
D.A. Davidson & Co
Montana
$300K
ST
441
Smithfield Trust
Pennsylvania
$296K +$17K +290 +6%
CAN
442
Cetera Advisor Networks
California
$294K +$1.17K +20 +0.4%
ICOM
443
Investment Counselors of Maryland
Maryland
$286K
SWP
444
Stratos Wealth Partners
Ohio
$285K +$176 +3 +0.1%
Verition Fund Management
445
Verition Fund Management
Connecticut
$284K +$274K +4,679 New
GCAC
446
Guardian Capital Advisors (Canada)
Ontario, Canada
$282K -$21.9K -375 -7%
OC
447
Oppenheimer & Co
New York
$281K -$185K -3,164 -41%
IUHSA
448
Itau Unibanco Holding S.A.
Brazil
$281K
VAS
449
Vestmark Advisory Solutions
Massachusetts
$281K +$21.2K +362 +8%
RVPG
450
Relative Value Partners Group
$279K

HIG Hedge Fund Activity: Q3 2019 in Review

652 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q3 2019, worth a combined $19.9B — up 7% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new HIG positions and 60 closed out — a net gain of 7 holders — while 217 added to existing stakes and 235 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $122M. The largest seller was Citadel Advisors, cutting an estimated $118M.

  • 652 institutional investors held Hartford Financial Services (HIG) as of Q3 2019, up from 646 in Q2 2019.
  • Funds reported $19.9B of Hartford Financial Services stock for Q3 2019, up 7% quarter-over-quarter.
  • 67 funds opened new Hartford Financial Services positions in Q3 2019 and 60 closed out, a net change of +7 holders.
  • The largest Hartford Financial Services buyer in Q3 2019 was Fidelity Investments, an estimated $122M added.
  • The largest Hartford Financial Services seller in Q3 2019 was Citadel Advisors, an estimated $118M sold.

Based on aggregated 13F filings for Q3 2019.