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Hartford Financial Services

706 hedge funds and large institutions have $22B invested in Hartford Financial Services in 2021 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 212 increasing their positions, 263 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more funds holding in top 10

Funds holding in top 10: 512 (+7)

124% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 59

42% more call options, than puts

Call options by funds: $368M | Put options by funds: $259M

33% more capital invested

Capital invested by funds: $16.5B → $22B (+$5.51B)

11% more funds holding

Funds holding: 637706 (+69)

0.08% less ownership

Funds ownership: 92.33%92.25% (-0.08%)

19% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 263

Holders
706
Holders Change
+69
Holders Change %
+10.83%
% of All Funds
12.4%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.21%
New
132
Increased
212
Reduced
263
Closed
59
Calls
$368M
Puts
$259M
Net Calls
+$108M
Net Calls Change
+$130M
Name Holding Trade Value Shares
Change
Change in
Stake
Viking Global Investors
26
Viking Global Investors
Connecticut
$170M -$298M -5,518,781 -68%
UBS AM
27
UBS AM
Illinois
$166M +$5.59M +103,494 +4%
ClearBridge Investments
28
ClearBridge Investments
New York
$165M +$10.2M +187,917 +8%
First Trust Advisors
29
First Trust Advisors
Illinois
$163M -$3.39M -62,799 -3%
Citadel Advisors
30
Citadel Advisors
Florida
$151M +$18M +332,289 +17%
AAMU
31
Amundi Asset Management US
Massachusetts
$148M -$238M -4,403,801 -67%
DZ Bank
32
DZ Bank
Germany
$138M +$83.2M +1,539,789 +295%
Janus Henderson Group
33
Janus Henderson Group
United Kingdom
$135M -$30.6M -566,707 -22%
Ensign Peak Advisors
34
Ensign Peak Advisors
Utah
$134M -$28.2M -521,428 -21%
EIC
35
Equity Investment Corp
Georgia
$101M -$3.98M -73,718 -5%
Adage Capital Partners
36
Adage Capital Partners
Massachusetts
$95.5M +$23.8M +440,375 +45%
VOYA Investment Management
37
VOYA Investment Management
Georgia
$94.9M -$27.3M -505,007 -26%
Arrowstreet Capital
38
Arrowstreet Capital
Massachusetts
$92.5M +$2.62M +48,401 +4%
Balyasny Asset Management
39
Balyasny Asset Management
Illinois
$92M +$74.5M +1,378,167 New
Swiss National Bank
40
Swiss National Bank
Switzerland
$92M -$5.84M -108,000 -7%
PPA
41
Parametric Portfolio Associates
Washington
$91.5M +$948K +17,545 +1%
Goldman Sachs
42
Goldman Sachs
New York
$86.6M +$25M +463,054 +56%
CS
43
Credit Suisse
Switzerland
$86.5M +$22.7M +421,005 +48%
UBS Group
44
UBS Group
Switzerland
$85.1M -$9.24M -170,996 -12%
Deutsche Bank
45
Deutsche Bank
Germany
$84.7M +$23.9M +441,975 +53%
Allianz Asset Management
46
Allianz Asset Management
Germany
$81.4M +$12.8M +237,832 +24%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$81.1M -$3.08M -57,000 -4%
RCAMU
48
Rothschild & Co Asset Management US
Connecticut
$80.9M -$13.5M -249,725 -17%
Millennium Management
49
Millennium Management
New York
$80.2M +$18.5M +341,876 +40%
Wellington Management Group
50
Wellington Management Group
Massachusetts
$75.5M -$11.7M -215,930 -16%

HIG Hedge Fund Activity: Q1 2021 in Review

706 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q1 2021, worth a combined $22B — up 33% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new HIG positions and 59 closed out — a net gain of 73 holders — while 212 added to existing stakes and 263 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $510M. The largest seller was Viking Global Investors, cutting an estimated $298M.

  • 706 institutional investors held Hartford Financial Services (HIG) as of Q1 2021, up from 637 in Q4 2020.
  • Funds reported $22B of Hartford Financial Services stock for Q1 2021, up 33% quarter-over-quarter.
  • 132 funds opened new Hartford Financial Services positions in Q1 2021 and 59 closed out, a net change of +73 holders.
  • The largest Hartford Financial Services buyer in Q1 2021 was T. Rowe Price Associates, an estimated $510M added.
  • The largest Hartford Financial Services seller in Q1 2021 was Viking Global Investors, an estimated $298M sold.

Based on aggregated 13F filings for Q1 2021.