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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
AWM
501
Aries Wealth Management
Maine
$219K
PHAM
502
Palisades Hudson Asset Management
Florida
$218K
CG
503
Caprock Group
Idaho
$218K +$197 +3 +0.1%
HFS
504
Hantz Financial Services
Michigan
$218K +$37.5K +573 +19%
WT
505
Whittier Trust
California
$217K
PCMC
506
Paragon Capital Management (Colorado)
Colorado
$216K +$228K +3,480 New
BONH
507
Bank of New Hampshire
New Hampshire
$215K +$227K +3,468 New
TU
508
TDAM USA
Ontario, Canada
$214K -$7.21K -110 -3%
YIA
509
YHB Investment Advisors
Connecticut
$214K
DMBA
510
Deseret Mutual Benefit Administrators
Utah
$213K +$226K +3,443 New
OC
511
Oppenheimer & Co
New York
$212K
BTW
512
Boston Trust Walden
Massachusetts
$211K
GWM
513
GSB Wealth Management
Connecticut
$211K
HNB
514
Huntington National Bank
Ohio
$207K
PSUF
515
People's United Financial
Connecticut
$206K +$218K +3,326 New
VVP
516
Venture Visionary Partners
Ohio
$202K -$2.16K -33 -1%
TAM
517
Trust Asset Management
Texas
$201K +$212K +3,241 New
PFGIA
518
Patriot Financial Group Insurance Agency
Massachusetts
$199K +$2.56K +39 +1%
PCG
519
Private Capital Group
Connecticut
$194K +$1.64K +25 +0.8%
HPC
520
HM Payson & Co
Maine
$189K
HS
521
Horan Securities
United States
$185K
SWM
522
Spire Wealth Management
Virginia
$180K -$67.2K -1,025 -26%
CWC
523
Carolinas Wealth Consulting
North Carolina
$179K +$262 +4 +0.1%
MMG
524
Monetary Management Group
Missouri
$171K
FF
525
FourThought Financial
Florida
$166K -$210K -3,199 -54%

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.