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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
CM
426
Caption Management
Oklahoma
$402K +$425K +6,487 New
FAN
427
Financial Advisors Network
California
$398K -$9.11K -139 -2%
EP
428
Edgestream Partners
New Jersey
$395K -$4.68M -71,410 -92%
GT
429
Greenleaf Trust
Michigan
$395K +$15K +229 +4%
CIBC Private Wealth Group
430
CIBC Private Wealth Group
Georgia
$393K +$7.41K +113 +2%
IC
431
Intersect Capital
California
$391K +$4.85K +74 +1%
CA
432
Continuum Advisory
Idaho
$384K +$406K +6,198 New
CWP
433
Curated Wealth Partners
California
$381K +$27.1K +414 +7%
VI
434
Vestcor Inc
New Brunswick, Canada
$375K -$699K -10,672 -64%
RFC
435
Regions Financial Corp
Alabama
$373K +$34.3K +524 +10%
IA
436
IndexIQ Advisors
New York
$365K +$10.2K +156 +3%
CCP
437
Corient Capital Partners
California
$364K +$13.9K +212 +4%
NIM
438
NuWave Investment Management
New Jersey
$363K +$384K +5,854 New
DCM
439
Dupont Capital Management
Delaware
$361K -$37K -565 -9%
BAM
440
Brave Asset Management
New Jersey
$357K
GFPC
441
Global Financial Private Client
Florida
$353K +$15.8K +241 +4%
MAFM
442
Mid Atlantic Financial Management
Pennsylvania
$343K -$314K -4,795 -46%
E
443
Ergoteles
New York
$342K -$3.5M -53,484 -91%
PMAS
444
PNC Managed Account Solutions
Texas
$339K +$359K +5,474 New
PI
445
PEAK6 Investments
Illinois
$338K -$8M -122,012 -96%
William Blair & Company
446
William Blair & Company
Illinois
$337K -$14.5K -222 -4%
GCP
447
GSA Capital Partners
United Kingdom
$334K +$354K +5,396 New
V
448
Veritable
Delaware
$332K -$524 -8 -0.1%
RVPG
449
Relative Value Partners Group
$327K
PWPS
450
Pinnacle Wealth Planning Services
Ohio
$325K -$393 -6 -0.1%

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.