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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
HIA
551
Harbor Investment Advisory
Maryland
$70K -$10.9K -167 -13%
LC
552
Lindbrook Capital
California
$69K
CFB
553
Cullen/Frost Bankers
Texas
$64K -$328 -5 -0.5%
MTCM
554
Mint Tower Capital Management
Netherlands
$62K -$65.5K -1,000 -50%
KPCM
555
Kings Point Capital Management
New York
$62K
ETC
556
Exchange Traded Concepts
Oklahoma
$58K +$60.9K +930 New
GWSG
557
GPS Wealth Strategies Group
Colorado
$57K
LWCFA
558
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$56K +$59K +900 New
RFA
559
Reilly Financial Advisors
California
$55K
DWMG
560
DB Wealth Management Group
California
$53K
IRC
561
Investors Research Corp
Georgia
$53K
EI
562
Ellevest Inc
New York
$52K +$32.8K +500 +147%
PB
563
Pinnacle Bancorp
Nebraska
$49K
FCA
564
FinTrust Capital Advisors
South Carolina
$46K -$12.4K -189 -20%
HFM
565
Harvest Fund Management
China
$46K
AWM
566
Accel Wealth Management
Iowa
$45K +$5.31K +81 +13%
PFPT
567
Pinnacle Financial Partners (Tennessee)
Tennessee
$45K +$47.2K +720 New
PWA
568
Pinnacle Wealth Advisors
Tennessee
$45K +$47.2K +720 New
CFA
569
Carroll Financial Associates
North Carolina
$44K -$9.44K -144 -17%
PWMG
570
Prestige Wealth Management Group
New Jersey
$44K
CI
571
CX Institutional
Indiana
$42K -$786 -12 -2%
First Manhattan
572
First Manhattan
New York
$41K
SAM
573
S.A. Mason
Michigan
$40K
HWMA
574
Heritage Wealth Management (Arizona)
Arizona
$37K -$9.7K -148 -20%
Jones Financial Companies
575
Jones Financial Companies
Missouri
$37K -$4.19K -64 -10%

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.