We are live on ! Find out more
HIG icon

Hartford Financial Services

605 hedge funds and large institutions have $12.7B invested in Hartford Financial Services in 2020 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 198 increasing their positions, 240 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $11.6B → $12.7B (+$1.07B)

0.46% less ownership

Funds ownership: 91.95%91.49% (-0.46%)

1% less funds holding

Funds holding: 610605 (-5)

1% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 71

18% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 240

25% less call options, than puts

Call options by funds: $45.9M | Put options by funds: $61.3M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
605
Holders Change
-5
Holders Change %
-0.82%
% of All Funds
12.41%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
70
Increased
198
Reduced
240
Closed
71
Calls
$45.9M
Puts
$61.3M
Net Calls
-$15.4M
Net Calls Change
-$6.85M
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
501
Cullen/Frost Bankers
Texas
$45K +$343 +9 +0.8%
SCA
502
Stonebridge Capital Advisors
Minnesota
$44K -$5.72K -150 -12%
LC
503
Lindbrook Capital
California
$42K -$7.62K -200 -15%
TF
504
Tompkins Financial
New York
$40K
MF
505
Manchester Financial
California
$35K +$34.3K +900 New
PWMG
506
Prestige Wealth Management Group
New Jersey
$34K -$3.96K -104 -11%
RFA
507
Reilly Financial Advisors
California
$34K
OPS
508
Orion Portfolio Solutions
Nebraska
$34K +$15.3K +402 +82%
BCA
509
Berman Capital Advisors
Georgia
$33K -$1.64K -43 -5%
IRC
510
Investors Research Corp
Georgia
$33K
PB
511
Pinnacle Bancorp
Nebraska
$31K
CFGS
512
Concourse Financial Group Securities
Alabama
$28K
IA
513
IFP Advisors
Florida
$28K +$2.33K +61 +9%
ECM
514
Estabrook Capital Management
New York
$27K
TSW
515
Thompson Siegel & Walmsley
Virginia
$26K
HGWM
516
Harvest Group Wealth Management
Massachusetts
$26K +$267 +7 +1%
SBL
517
Sargent Bickham Lagudis
Colorado
$24K +$229 +6 +1%
WPA
518
West Paces Advisors
Georgia
$22.8K
FP
519
Financial Perspectives
Minnesota
$21K +$191 +5 +0.9%
HWA
520
Heritage Wealth Advisors
Virginia
$19.4K -$3.24K -85 -14%
SWA
521
Sutton Wealth Advisors
Florida
$19.1K +$1.3K +34 +7%
PCM
522
Penserra Capital Management
California
$19K -$457 -12 -2%
TCOV
523
Trust Company of Vermont
Vermont
$19K
PWP
524
Principle Wealth Partners
Connecticut
$18K +$17.5K +460 New
CAC
525
Certified Advisory Corp
Florida
$17K

HIG Hedge Fund Activity: Q2 2020 in Review

605 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2020, worth a combined $12.7B — up 9.2% from $11.6B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of HIG and 70 opened new positions — a net loss of 1 holder — while 240 trimmed existing stakes and 198 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $192M. The largest seller was BlackRock, cutting an estimated $180M.

  • 605 institutional investors held Hartford Financial Services (HIG) as of Q2 2020, down from 610 in Q1 2020.
  • Funds reported $12.7B of Hartford Financial Services stock for Q2 2020, up 9.2% quarter-over-quarter.
  • 70 funds opened new Hartford Financial Services positions in Q2 2020 and 71 closed out, a net change of -1 holder.
  • The largest Hartford Financial Services buyer in Q2 2020 was Hotchkis & Wiley Capital Management, an estimated $192M added.
  • The largest Hartford Financial Services seller in Q2 2020 was BlackRock, an estimated $180M sold.

Based on aggregated 13F filings for Q2 2020.