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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
TMAM
526
Tokio Marine Asset Management
Japan
$223K
Carson Wealth (CWM LLC)
527
Carson Wealth (CWM LLC)
Nebraska
$222K +$227K +3,215 New
IWA
528
IVC Wealth Advisors
Pennsylvania
$219K +$282 +4 +0.1%
GJIC
529
Gamble Jones Investment Counsel
California
$219K +$12K +170 +6%
SWM
530
Spire Wealth Management
Virginia
$216K +$14K +199 +7%
PCMC
531
Paragon Capital Management (Colorado)
Colorado
$215K -$2.61K -37 -1%
MGIA
532
Moneta Group Investment Advisors
Missouri
$215K +$5.79K +82 +3%
FIA
533
Foundations Investment Advisors
Arizona
$214K
SIM
534
Sentry Investment Management
Wisconsin
$214K
HPC
535
HM Payson & Co
Maine
$211K
CCM
536
Compton Capital Management
Rhode Island
$207K
DDPIC
537
Deroy & Devereaux Private Investment Counsel
Michigan
$207K
HS
538
Horan Securities
United States
$206K +$211K +2,984 New
RPC
539
Rossmore Private Capital
Connecticut
$205K
GBT
540
Grove Bank & Trust
Florida
$204K
HIMC
541
Heritage Investors Management Corp
Maryland
$204K
AIM
542
Avity Investment Management
Connecticut
$204K +$208K +2,950 New
AIA
543
Arrow Investment Advisors
Maryland
$203K -$18.6K -264 -8%
SFG
544
Summit Financial Group
West Virginia
$203K
PFGIA
545
Patriot Financial Group Insurance Agency
Massachusetts
$200K -$38.4K -545 -16%
MMG
546
Monetary Management Group
Missouri
$191K
GWM
547
Geneos Wealth Management
Colorado
$189K +$10.7K +152 +6%
PA
548
Parallel Advisors
California
$176K +$6.21K +88 +4%
HFM
549
Hartford Financial Management
Connecticut
$174K
DMBA
550
Deseret Mutual Benefit Administrators
Utah
$173K

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.