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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
SIM
526
Sentry Investment Management
Wisconsin
$237K -$915K -16,940 -83%
PHAM
527
Palisades Hudson Asset Management
Florida
$235K +$190K +3,523 New
WT
528
Whittier Trust
California
$234K -$189K -3,500 -50%
CG
529
Caprock Group
Idaho
$234K +$189K +3,491 New
VC
530
Veery Capital
Delaware
$234K +$189K +3,504 New
AWM
531
Aries Wealth Management
Maine
$234K +$191K +3,541 New
Carson Wealth (CWM LLC)
532
Carson Wealth (CWM LLC)
Nebraska
$232K
TU
533
TDAM USA
Ontario, Canada
$232K +$188K +3,478 New
OC
534
Oppenheimer & Co
New York
$229K +$185K +3,424 New
YIA
535
YHB Investment Advisors
Connecticut
$229K +$187K +3,452 New
PG
536
Pendal Group
Australia
$227K -$1.28M -23,732 -87%
BTW
537
Boston Trust Walden
Massachusetts
$227K +$184K +3,400 New
GWM
538
GSB Wealth Management
Connecticut
$227K +$184K +3,400 New
SSG
539
Summit Securities Group
New York
$227K +$184K +3,400 New
CAG
540
Csenge Advisory Group
Florida
$224K +$181K +3,347 New
EWM
541
Empirical Wealth Management
Washington
$223K +$180K +3,333 New
HNB
542
Huntington National Bank
Ohio
$222K +$20.8K +385 +13%
BCB
543
Brian C. Broderick
$220K +$178K +3,300 New
VVP
544
Venture Visionary Partners
Ohio
$220K +$178K +3,301 New
AssetMark Inc
545
AssetMark Inc
California
$217K -$9.51K -176 -5%
VCG
546
Vantage Consulting Group
Virginia
$215K +$33.9K +627 +24%
PFGIA
547
Patriot Financial Group Insurance Agency
Massachusetts
$212K -$6K -111 -3%
AWA
548
Arete Wealth Advisors
Illinois
$211K +$172K +3,184 New
CCM
549
Compton Capital Management
Rhode Island
$209K +$169K +3,131 New
PCG
550
Private Capital Group
Connecticut
$207K -$43.1K -798 -21%

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.