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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
UBS AM
26
UBS AM
Illinois
$155M +$1.33M +20,344 +0.8%
American Century Companies
27
American Century Companies
Missouri
$154M +$133M +2,035,885 +459%
N
28
Nuveen
North Carolina
$145M -$63.6M -970,704 -29%
ClearBridge Investments
29
ClearBridge Investments
New York
$140M -$14.6M -223,062 -9%
Janus Henderson Group
30
Janus Henderson Group
United Kingdom
$128M +$2.3M +35,054 +2%
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$124M +$40.7M +621,637 +45%
DKCM
32
Davidson Kempner Capital Management
New York
$122M +$89.2M +1,361,980 +226%
Adage Capital Partners
33
Adage Capital Partners
Massachusetts
$121M +$34.3M +522,774 +37%
CVA
34
Ceredex Value Advisors
Florida
$105M +$42.7M +651,295 +63%
Citadel Advisors
35
Citadel Advisors
Florida
$96M -$46.8M -713,486 -32%
RCAMU
36
Rothschild & Co Asset Management US
Connecticut
$93M +$19M +289,942 +24%
Morgan Stanley
37
Morgan Stanley
New York
$90.4M +$45M +687,072 +89%
Swiss National Bank
38
Swiss National Bank
Switzerland
$90.3M +$5.29M +80,780 +6%
PPA
39
Parametric Portfolio Associates
Washington
$88.1M +$3.4M +51,911 +4%
Deutsche Bank
40
Deutsche Bank
Germany
$81.5M +$3.03M +46,299 +4%
SSA
41
Schonfeld Strategic Advisors
New York
$73.9M +$34.4M +524,418 +78%
Amundi
42
Amundi
France
$73.3M +$77.5M +1,182,501 New
EIC
43
Equity Investment Corp
Georgia
$73.2M -$21.7M -331,747 -22%
MAMU
44
Marathon Asset Management (UK)
United Kingdom
$72.9M +$3.77M +57,499 +5%
Allianz Asset Management
45
Allianz Asset Management
Germany
$70.8M -$4.99M -76,220 -6%
UBS Group
46
UBS Group
Switzerland
$69M -$10.4M -159,462 -13%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$69M -$6.59M -100,515 -8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
48
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$67.6M +$31.8M +485,498 +80%
Wellington Management Group
49
Wellington Management Group
Massachusetts
$67.2M -$3.01M -45,882 -4%
Ensign Peak Advisors
50
Ensign Peak Advisors
Utah
$65.8M -$61.5M -939,178 -47%

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.