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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
WS
476
Wedbush Securities
California
$267K -$15K -229 -5%
EF
477
Empirical Finance
Pennsylvania
$264K +$279K +4,263 New
DADC
478
D.A. Davidson & Co
Montana
$257K
WT
479
Washington Trust
Rhode Island
$256K -$4.92K -75 -2%
TF
480
TimeScale Financial
Massachusetts
$255K +$1.38K +21 +0.5%
GIA
481
GHP Investment Advisors
Colorado
$251K +$131 +2 +0%
CCM
482
Coldstream Capital Management
Washington
$250K +$1.83K +28 +0.7%
HA
483
Havens Advisors
New York
$248K -$262K -4,000 -50%
QOP
484
Quinn Opportunity Partners
Virginia
$248K +$262K +4,000 New
WA
485
WestEnd Advisors
North Carolina
$247K
AssetMark Inc
486
AssetMark Inc
California
$244K +$45.4K +693 +21%
VCG
487
Vantage Consulting Group
Virginia
$243K +$46K +702 +22%
HCM
488
HM Capital Management
Missouri
$242K
CI
489
Conning Inc
Connecticut
$241K -$27.8K -424 -10%
NSIM
490
North Star Investment Management
Illinois
$236K +$393 +6 +0.2%
UC
491
Unio Capital
New Jersey
$235K -$81.6K -1,245 -25%
ICOM
492
Investment Counselors of Maryland
Maryland
$235K
VAS
493
Vestmark Advisory Solutions
Massachusetts
$233K -$463K -7,072 -65%
Carson Wealth (CWM LLC)
494
Carson Wealth (CWM LLC)
Nebraska
$232K
HCA
495
Horan Capital Advisors
Ohio
$231K
NFG
496
Next Financial Group
Texas
$229K +$209K +3,189 +638%
IWA
497
IVC Wealth Advisors
Pennsylvania
$227K +$262 +4 +0.1%
VIM
498
Vista Investment Management
Pennsylvania
$221K -$687K -10,487 -75%
WC
499
Weil Company
California
$221K
SIM
500
Sentry Investment Management
Wisconsin
$220K

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.