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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
WT
501
Washington Trust
Rhode Island
$281K +$162K +3,000 +250%
TSW
502
Thompson Siegel & Walmsley
Virginia
$280K +$190K +3,522 +530%
MAM
503
Martingale Asset Management
Massachusetts
$279K -$865K -16,012 -79%
DADC
504
D.A. Davidson & Co
Montana
$277K +$224K +4,147 New
TF
505
TimeScale Financial
Massachusetts
$273K +$1.46K +27 +0.7%
GIA
506
GHP Investment Advisors
Colorado
$270K -$194K -3,582 -47%
BAMF
507
BI Asset Management Fondsmaeglerselskab
Denmark
$269K -$5.28M -97,643 -96%
ASN
508
Advisory Services Network
Georgia
$268K -$2.75K -51 -1%
CCM
509
Coldstream Capital Management
Washington
$268K +$217K +4,009 New
ER
510
Enlightenment Research
Florida
$267K +$216K +4,000 New
SWM
511
Spire Wealth Management
Virginia
$262K +$212K +3,927 New
HCM
512
HM Capital Management
Missouri
$260K +$211K +3,900 New
YIH
513
Y-Intercept (HK)
Hong Kong
$255K +$204K +3,773 New
NSIM
514
North Star Investment Management
Illinois
$254K +$378 +7 +0.2%
LOAME
515
Lombard Odier Asset Management (Europe)
United Kingdom
$253K -$418K -7,738 -67%
ICOM
516
Investment Counselors of Maryland
Maryland
$253K
BMCM
517
Burns Matteson Capital Management
New York
$250K +$203K +3,748 New
HCA
518
Horan Capital Advisors
Ohio
$249K +$202K +3,734 New
SBSB
519
Sullivan, Bruyette, Speros & Blaney
Virginia
$246K +$64.8K +1,200 +48%
PMAM
520
Penn Mutual Asset Management
Pennsylvania
$245K -$65.6K -1,215 -25%
IWA
521
IVC Wealth Advisors
Pennsylvania
$244K +$198K +3,657 New
AWM
522
AE Wealth Management
Kansas
$241K +$195K +3,615 New
MYLI
523
Meiji Yasuda Life Insurance
Japan
$239K -$83.7K -1,550 -30%
AIL
524
AGF Investments LLC
Ontario, Canada
$239K -$13.2K -244 -6%
WC
525
Weil Company
California
$239K +$193K +3,572 New

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.