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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
TNB
551
TCF National Bank
South Dakota
$207K +$167K +3,093 New
SEC
552
Seven Eight Capital
New York
$206K
MWM
553
Mission Wealth Management
California
$205K +$166K +3,069 New
HPC
554
HM Payson & Co
Maine
$204K +$1.35K +25 +0.8%
SWM
555
SeaCrest Wealth Management
New York
$203K +$164K +3,034 New
AC
556
Avestar Capital
New York
$202K +$161K +2,984 New
Fisher Asset Management
557
Fisher Asset Management
Washington
$201K +$163K +3,009 New
QCG
558
Quadrant Capital Group
Ohio
$200K +$48.7K +901 +43%
DDPIC
559
Deroy & Devereaux Private Investment Counsel
Michigan
$200K +$162K +3,000 New
GJIC
560
Gamble Jones Investment Counsel
California
$200K +$162K +3,000 New
SCA
561
Sassicaia Capital Advisers
New York
$200K +$162K +3,000 New
WF
562
Welch & Forbes
Massachusetts
$200K +$162K +3,000 New
HS
563
Horan Securities
United States
$199K
HFS
564
Hantz Financial Services
Michigan
$196K +$8.97K +166 +6%
CWC
565
Carolinas Wealth Consulting
North Carolina
$192K
MMG
566
Monetary Management Group
Missouri
$184K
COCM
567
Charter Oak Capital Management
New Hampshire
$170K +$87.9K +1,626 +177%
HFM
568
Hartford Financial Management
Connecticut
$168K -$7.4K -137 -5%
APWA
569
Atlas Private Wealth Advisors
New Jersey
$159K +$129K +2,386 New
Rockefeller Capital Management
570
Rockefeller Capital Management
New York
$154K -$5.29K -98 -4%
LS
571
Leelyn Smith
Illinois
$145K
AIM
572
Arcadia Investment Management
Michigan
$134K
MTCM
573
Mint Tower Capital Management
Netherlands
$134K +$108K +2,000 New
CT
574
Caldwell Trust
Florida
$117K
IA
575
IFP Advisors
Florida
$116K -$7.62K -141 -7%

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.