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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
PWPS
476
Pinnacle Wealth Planning Services
Ohio
$350K -$1.35K -25 -0.5%
SC
477
Steph & Co
Wisconsin
$346K -$1.62K -30 -0.6%
Cerity Partners
478
Cerity Partners
New York
$343K +$32.6K +603 +13%
PPCM
479
Pillar Pacific Capital Management
California
$340K
Lido Advisors
480
Lido Advisors
California
$337K -$10.6K -197 -4%
UC
481
Unio Capital
New Jersey
$336K
KS
482
Karpas Strategies
Connecticut
$334K
AIP
483
Ameritas Investment Partners
Nebraska
$330K -$14.4K -266 -5%
ST
484
Smithfield Trust
Pennsylvania
$327K
HIMCH
485
Hartford Investment Management Co (HIMCO)
Connecticut
$320K -$75.7K -1,401 -23%
PGIM
486
Pacific Global Investment Management
California
$320K -$13.5K -249 -5%
ACP
487
Aviance Capital Partners
Florida
$314K
WANY
488
Wealthspire Advisors (New York)
New York
$313K +$25.5K +472 +11%
AF
489
Advisornet Financial
Minnesota
$311K +$1.73K +32 +0.7%
TPCW
490
TD Private Client Wealth
New York
$306K -$11K -203 -4%
AWM
491
Avior Wealth Management
Nebraska
$303K -$61.8K -1,143 -20%
WS
492
Wedbush Securities
California
$303K +$11.9K +220 +5%
RWM
493
Ritholtz Wealth Management
New York
$294K -$9.29K -172 -4%
WB
494
WesBanco Bank
West Virginia
$293K +$237K +4,389 New
FPS
495
Fieldpoint Private Securities
Connecticut
$292K +$236K +4,368 +43,680%
SWP
496
Stratos Wealth Partners
Ohio
$291K +$216 +4 +0.1%
CI
497
Conning Inc
Connecticut
$288K -$24.3K -450 -9%
VPIM
498
Vanguard Personalized Indexing Management
California
$288K +$233K +4,313 New
NL
499
NWAM LLC
Washington
$287K -$97.7K -1,809 -30%
GWM
500
Geneos Wealth Management
Colorado
$282K

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.