We are live on ! Find out more
HIG icon

Hartford Financial Services

714 hedge funds and large institutions have $21.2B invested in Hartford Financial Services in 2021 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 225 increasing their positions, 248 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 64

5% more funds holding

Funds holding: 681714 (+33)

7% more call options, than puts

Call options by funds: $119M | Put options by funds: $111M

0.14% less ownership

Funds ownership: 90.61%90.47% (-0.14%)

4% less capital invested

Capital invested by funds: $22.1B → $21.2B (-$848M)

9% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 248

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
714
Holders Change
+33
Holders Change %
+4.85%
% of All Funds
10.99%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
108
Increased
225
Reduced
248
Closed
64
Calls
$119M
Puts
$111M
Net Calls
+$7.26M
Net Calls Change
-$26.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
451
Steph & Co
Wisconsin
$359K
PWPS
452
Pinnacle Wealth Planning Services
Ohio
$358K -$3.25K -46 -0.9%
AF
453
Advisornet Financial
Minnesota
$358K +$212 +3 +0.1%
FRM
454
Fox Run Management
Connecticut
$354K +$362K +5,129 New
PCS
455
Personal CFO Solutions
New Jersey
$350K +$138K +1,962 +63%
KS
456
Karpas Strategies
Connecticut
$345K
MME
457
Meag Munich Ergo
Germany
$344K
SWP
458
Stratos Wealth Partners
Ohio
$344K +$43.1K +611 +14%
GAM
459
Gotham Asset Management
New York
$338K +$36.9K +523 +12%
AII
460
AGF Investments Inc
Ontario, Canada
$336K +$145K +2,062 +74%
APWA
461
Atlas Private Wealth Advisors
New Jersey
$329K
PGIM
462
Pacific Global Investment Management
California
$329K +$353 +5 +0.1%
RWM
463
Ritholtz Wealth Management
New York
$326K -$4.23K -60 -1%
PA
464
Profund Advisors
Maryland
$325K -$9.03K -128 -3%
ACP
465
Aviance Capital Partners
Florida
$325K
FFM
466
Forum Financial Management
Illinois
$325K +$332K +4,704 New
AIP
467
Ameritas Investment Partners
Nebraska
$323K
BPA
468
Beacon Pointe Advisors
California
$319K +$106K +1,505 +48%
FFG
469
Frisch Financial Group
New York
$318K +$325K +4,610 New
Walleye Capital
470
Walleye Capital
New York
$316K -$94.2K -1,335 -23%
CT
471
Coastline Trust
Rhode Island
$316K -$1.41K -20 -0.4%
Voloridge Investment Management
472
Voloridge Investment Management
Florida
$315K -$4.35M -61,663 -93%
SWM
473
Sugarloaf Wealth Management
Georgia
$312K -$1.76K -25 -0.5%
CCMG
474
Clark Capital Management Group
Pennsylvania
$311K +$75.1K +1,065 +31%
MIM
475
MTM Investment Management
South Carolina
$309K +$315K +4,469 New

HIG Hedge Fund Activity: Q4 2021 in Review

714 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2021, worth a combined $21.2B — down 3.8% from $22.1B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new HIG positions and 64 closed out — a net gain of 44 holders — while 225 added to existing stakes and 248 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $159M. The largest seller was Invesco, cutting an estimated $179M.

  • 714 institutional investors held Hartford Financial Services (HIG) as of Q4 2021, up from 681 in Q3 2021.
  • Funds reported $21.2B of Hartford Financial Services stock for Q4 2021, down 3.8% quarter-over-quarter.
  • 108 funds opened new Hartford Financial Services positions in Q4 2021 and 64 closed out, a net change of +44 holders.
  • The largest Hartford Financial Services buyer in Q4 2021 was T. Rowe Price Associates, an estimated $159M added.
  • The largest Hartford Financial Services seller in Q4 2021 was Invesco, an estimated $179M sold.

Based on aggregated 13F filings for Q4 2021.