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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
SWM
476
Segment Wealth Management
Texas
$242K
TF
477
TimeScale Financial
Massachusetts
$242K
FMT
478
First Mercantile Trust
Tennessee
$241K +$6.09K +104 +3%
CEP
479
Chicago Equity Partners
Illinois
$238K +$230K +3,925 New
HCM
480
HM Capital Management
Missouri
$236K
LOAME
481
Lombard Odier Asset Management (Europe)
United Kingdom
$235K
Carson Wealth (CWM LLC)
482
Carson Wealth (CWM LLC)
Nebraska
$232K
WT
483
Whittier Trust
California
$227K
NSIM
484
North Star Investment Management
Illinois
$227K +$351 +6 +0.2%
AI
485
Atria Investments
North Carolina
$220K -$1.29K -22 -0.6%
TU
486
TDAM USA
Ontario, Canada
$218K
YIA
487
YHB Investment Advisors
Connecticut
$216K -$5.03K -86 -2%
SPC
488
Sigma Planning Corp
Michigan
$216K +$208K +3,562 New
WC
489
Weil Company
California
$216K +$209K +3,572 New
PHAM
490
Palisades Hudson Asset Management
Florida
$214K +$206K +3,523 New
EWM
491
Evermay Wealth Management
Virginia
$209K +$202K +3,449 New
AWM
492
Aries Wealth Management
Maine
$208K
CA
493
Cetera Advisors
Colorado
$207K +$202K +3,455 New
GCP
494
GSA Capital Partners
United Kingdom
$206K +$199K +3,400 New
AS
495
Altshuler Shaham
Israel
$206K +$200K +3,411 New
WB
496
WesBanco Bank
West Virginia
$205K +$198K +3,380 New
KCPG
497
Kavar Capital Partners Group
Kansas
$204K +$396K +6,770 +2,943%
TRCT
498
Tower Research Capital (TRC)
New York
$202K +$165K +2,819 +547%
CCM
499
Compton Capital Management
Rhode Island
$202K +$195K +3,331 New
LNB
500
Ledyard National Bank
$202K +$195K +3,335 New

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.