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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
DADC
501
D.A. Davidson & Co
Montana
$250K -$15.9K -225 -6%
SFI
502
Siemens Fonds Invest
Germany
$250K -$917 -13 -0.4%
CG
503
Caprock Group
Idaho
$249K -$8.54K -121 -3%
VAS
504
Vestmark Advisory Solutions
Massachusetts
$249K +$6.07K +86 +2%
WS
505
Wedbush Securities
California
$248K -$73.4K -1,041 -22%
BONH
506
Bank of New Hampshire
New Hampshire
$248K +$8.82K +125 +4%
WC
507
Weil Company
California
$247K
AWM
508
Aries Wealth Management
Maine
$243K
PHAM
509
Palisades Hudson Asset Management
Florida
$243K
VIM
510
Vista Investment Management
Pennsylvania
$241K -$2.12K -30 -0.9%
WF
511
Welch & Forbes
Massachusetts
$240K
CAL
512
Capital Analysts LLC
Pennsylvania
$240K +$917 +13 +0.4%
CAN
513
Cetera Advisor Networks
California
$239K -$6K -85 -2%
TAM
514
Trust Asset Management
Texas
$239K
TU
515
TDAM USA
Ontario, Canada
$238K +$5.79K +82 +2%
OIA
516
OneDigital Investment Advisors
Kansas
$238K +$244K +3,453 New
QIM
517
Quantitative Investment Management
Virginia
$236K +$242K +3,428 New
BTW
518
Boston Trust Walden
Massachusetts
$235K
VVP
519
Venture Visionary Partners
Ohio
$235K
GWM
520
GSB Wealth Management
Connecticut
$235K +$28.2K +400 +13%
HWIS
521
Hancock Whitney Investment Services
Louisiana
$233K +$233K +3,307 New
AWM
522
AE Wealth Management
Kansas
$232K +$237K +3,357 New
YIA
523
YHB Investment Advisors
Connecticut
$230K -$8.82K -125 -4%
MC
524
Machina Capital
France
$227K +$232K +3,282 New
SF
525
Summit Financial
New Jersey
$226K +$228K +3,236 New

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.