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Hartford Financial Services

714 hedge funds and large institutions have $21.2B invested in Hartford Financial Services in 2021 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 225 increasing their positions, 248 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 64

5% more funds holding

Funds holding: 681714 (+33)

7% more call options, than puts

Call options by funds: $119M | Put options by funds: $111M

0.14% less ownership

Funds ownership: 90.61%90.47% (-0.14%)

4% less capital invested

Capital invested by funds: $22.1B → $21.2B (-$848M)

9% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 248

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
714
Holders Change
+33
Holders Change %
+4.85%
% of All Funds
10.99%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
108
Increased
225
Reduced
248
Closed
64
Calls
$119M
Puts
$111M
Net Calls
+$7.26M
Net Calls Change
-$26.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
476
Insight Wealth Partners
Texas
$308K +$314K +4,454 New
AWM
477
Avior Wealth Management
Nebraska
$307K
MWM
478
Modera Wealth Management
New Jersey
$307K +$314K +4,448 New
DS
479
DRW Securities
Illinois
$302K +$309K +4,373 New
VI
480
Vestcor Inc
New Brunswick, Canada
$296K -$72.4K -1,026 -19%
C
481
CEDRUS
Colorado
$292K +$299K +4,232 New
TF
482
TimeScale Financial
Massachusetts
$287K +$1.48K +21 +0.5%
TI
483
Tidal Investments
Wisconsin
$285K +$53.9K +764 +23%
OC
484
Oppenheimer & Co
New York
$283K +$49.7K +704 +21%
VCG
485
Vantage Consulting Group
Virginia
$280K +$22.2K +315 +8%
SA
486
Syntax Advisors
New York
$280K +$286K +4,056 New
SSG
487
Summit Securities Group
New York
$279K +$285K +4,036 New
LFG
488
Lockerman Financial Group
California
$277K +$283K +4,010 New
WT
489
Washington Trust
Rhode Island
$276K
IC
490
IEQ Capital
California
$273K +$2.61K +37 +0.9%
IWC
491
Integrated Wealth Concepts
Massachusetts
$271K +$277K +3,931 New
HCM
492
HM Capital Management
Missouri
$269K
HW
493
Hancock Whitney
Mississippi
$266K -$19.3K -274 -7%
UCFA
494
United Capital Financial Advisors
Texas
$265K +$270K +3,834 New
NSIM
495
North Star Investment Management
Illinois
$264K +$423 +6 +0.2%
IAIM
496
Industrial Alliance Investment Management
Quebec, Canada
$259K +$265K +3,752 New
HCA
497
Horan Capital Advisors
Ohio
$258K
DCM
498
Dupont Capital Management
Delaware
$256K +$52.5K +744 +25%
MWM
499
Mission Wealth Management
California
$255K +$42.8K +607 +20%
GIA
500
GHP Investment Advisors
Colorado
$251K +$141 +2 +0.1%

HIG Hedge Fund Activity: Q4 2021 in Review

714 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2021, worth a combined $21.2B — down 3.8% from $22.1B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new HIG positions and 64 closed out — a net gain of 44 holders — while 225 added to existing stakes and 248 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $159M. The largest seller was Invesco, cutting an estimated $179M.

  • 714 institutional investors held Hartford Financial Services (HIG) as of Q4 2021, up from 681 in Q3 2021.
  • Funds reported $21.2B of Hartford Financial Services stock for Q4 2021, down 3.8% quarter-over-quarter.
  • 108 funds opened new Hartford Financial Services positions in Q4 2021 and 64 closed out, a net change of +44 holders.
  • The largest Hartford Financial Services buyer in Q4 2021 was T. Rowe Price Associates, an estimated $159M added.
  • The largest Hartford Financial Services seller in Q4 2021 was Invesco, an estimated $179M sold.

Based on aggregated 13F filings for Q4 2021.