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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
GWM
526
Geneos Wealth Management
Colorado
$161K -$110K -1,678 -39%
Federated Hermes
527
Federated Hermes
Pennsylvania
$159K -$1.22M -18,658 -88%
COCM
528
Charter Oak Capital Management
New Hampshire
$158K
HFM
529
Hartford Financial Management
Connecticut
$156K
CAM
530
CenterStar Asset Management
Illinois
$149K
QCG
531
Quadrant Capital Group
Ohio
$148K -$39.6K -604 -20%
LS
532
Leelyn Smith
Illinois
$134K
BAM
533
Belpointe Asset Management
Nevada
$134K +$118K +1,800 +117%
DFCM
534
Dark Forest Capital Management
Puerto Rico
$134K +$142K +2,163 New
SCA
535
Stonebridge Capital Advisors
Minnesota
$128K +$64.4K +983 +97%
AIM
536
Arcadia Investment Management
Michigan
$124K
IA
537
IFP Advisors
Florida
$122K +$12.3K +188 +11%
BCA
538
Berman Capital Advisors
Georgia
$121K +$36.2K +553 +39%
PA
539
Parallel Advisors
California
$115K +$19.3K +294 +19%
HCP
540
Hexagon Capital Partners
Arkansas
$113K +$6.22K +95 +6%
S
541
SignatureFD
Georgia
$111K +$9.83K +150 +9%
CT
542
Caldwell Trust
Florida
$109K
EL
543
EMFO LLC
Florida
$108K +$114K +1,746 New
DAM
544
Delta Asset Management
Tennessee
$107K
FMT
545
First Mercantile Trust
Tennessee
$95K -$10.1K -154 -9%
CCM
546
Covington Capital Management
California
$80K
SWA
547
SOA Wealth Advisors
New York
$80K +$56.5K +862 +195%
HI
548
Harbour Investments
Wisconsin
$76K -$8.45K -129 -10%
FHA
549
First Horizon Advisors
Tennessee
$75K
PCM
550
Penserra Capital Management
California
$72K +$17.2K +263 +29%

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.