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Hartford Financial Services

738 hedge funds and large institutions have $19.2B invested in Hartford Financial Services in 2022 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 268 increasing their positions, 255 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 58

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

1% more funds holding

Funds holding: 729738 (+9)

6% more call options, than puts

Call options by funds: $75.3M | Put options by funds: $71.3M

5% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 255

1.82% less ownership

Funds ownership: 91.04%89.22% (-1.8%)

11% less capital invested

Capital invested by funds: $21.6B → $19.2B (-$2.39B)

Holders
738
Holders Change
+9
Holders Change %
+1.23%
% of All Funds
12.43%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
79
Increased
268
Reduced
255
Closed
58
Calls
$75.3M
Puts
$71.3M
Net Calls
+$3.98M
Net Calls Change
-$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PHAM
526
Palisades Hudson Asset Management
Florida
$231K -$8.76K -125 -3%
PA
527
Profund Advisors
Maryland
$230K -$73.1K -1,043 -23%
PA
528
Pinnacle Associates
New York
$230K +$32.5K +464 +15%
AWM
529
Aries Wealth Management
Maine
$230K +$246K +3,513 New
TAM
530
Trust Asset Management
Texas
$229K +$911 +13 +0.4%
CAL
531
Capital Analysts LLC
Pennsylvania
$229K +$245K +3,498 New
VIM
532
Vista Investment Management
Pennsylvania
$228K -$1.05K -15 -0.4%
SFI
533
Siemens Fonds Invest
Germany
$227K -$10.2K -146 -4%
FAIM
534
Financial Advocates Investment Management
Washington
$224K +$240K +3,426 New
BTW
535
Boston Trust Walden
Massachusetts
$222K
EIP
536
Epoch Investment Partners
New York
$219K -$10.8K -154 -4%
AIM
537
Avity Investment Management
Connecticut
$219K +$7.01K +100 +3%
YIA
538
YHB Investment Advisors
Connecticut
$218K
FMAEN1
539
Fund Management at Engine No 1
California
$217K +$34.1K +487 +17%
AWM
540
Aprio Wealth Management
Georgia
$216K -$5.89K -84 -2%
SF
541
Summit Financial
New Jersey
$213K
PCMC
542
Paragon Capital Management (Colorado)
Colorado
$212K +$1.61K +23 +0.7%
IWA
543
IVC Wealth Advisors
Pennsylvania
$212K +$4.84K +69 +2%
AWM
544
AE Wealth Management
Kansas
$209K -$18.8K -268 -8%
MWPCG
545
Measured Wealth Private Client Group
New Hampshire
$208K +$223K +3,178 New
GJIC
546
Gamble Jones Investment Counsel
California
$207K
EL
547
EMFO LLC
Florida
$206K
HIMC
548
Heritage Investors Management Corp
Maryland
$206K
GIA
549
GHP Investment Advisors
Colorado
$205K +$5.61K +80 +3%
MNBTD
550
Moody National Bank Trust Division
Texas
$205K +$219K +3,129 New

HIG Hedge Fund Activity: Q2 2022 in Review

738 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2022, worth a combined $19.2B — down 11% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new HIG positions and 58 closed out — a net gain of 21 holders — while 268 added to existing stakes and 255 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $101M. The largest seller was T. Rowe Price Associates, cutting an estimated $230M.

  • 738 institutional investors held Hartford Financial Services (HIG) as of Q2 2022, up from 729 in Q1 2022.
  • Funds reported $19.2B of Hartford Financial Services stock for Q2 2022, down 11% quarter-over-quarter.
  • 79 funds opened new Hartford Financial Services positions in Q2 2022 and 58 closed out, a net change of +21 holders.
  • The largest Hartford Financial Services buyer in Q2 2022 was JP Morgan Chase, an estimated $101M added.
  • The largest Hartford Financial Services seller in Q2 2022 was T. Rowe Price Associates, an estimated $230M sold.

Based on aggregated 13F filings for Q2 2022.