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Hartford Financial Services

652 hedge funds and large institutions have $19.9B invested in Hartford Financial Services in 2019 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 217 increasing their positions, 235 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $144M | Put options by funds: $93.6M

12% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 60

7% more capital invested

Capital invested by funds: $18.6B → $19.9B (+$1.31B)

1% more funds holding

Funds holding: 646652 (+6)

8% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 235

1.59% less ownership

Funds ownership: 92.6%91.01% (-1.6%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
652
Holders Change
+6
Holders Change %
+0.93%
% of All Funds
14.3%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
67
Increased
217
Reduced
235
Closed
60
Calls
$144M
Puts
$93.6M
Net Calls
+$50.5M
Net Calls Change
+$81M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
576
CNB Bank
Pennsylvania
$24K
PFSC
577
Peoples Financial Services Corp
Pennsylvania
$23K
JWA
578
JFS Wealth Advisors
Pennsylvania
$23K +$1.17K +20 +6%
TFO
579
Tarbox Family Office
California
$21K
HI
580
Hudock Inc
Pennsylvania
$20K
KTC
581
Kistler-Tiffany Companies
Pennsylvania
$20K
ADL
582
Asset Dedication LLC
California
$20K +$19.4K +332 New
WPA
583
West Paces Advisors
Georgia
$19.1K
BFEC
584
Benjamin F. Edwards & Company
Missouri
$19K -$5.85K -100 -24%
AssetMark Inc
585
AssetMark Inc
California
$19K
FCMT
586
Founders Capital Management (Texas)
Texas
$18K -$17.6K -300 -50%
GWS
587
Glassman Wealth Services
Virginia
$18K
PFBT
588
Parkside Financial Bank & Trust
Missouri
$18K
WAP
589
Wealthcare Advisory Partners
Pennsylvania
$18K
ZB
590
Zions Bancorporation
Utah
$18K
SLF
591
Sun Life Financial
Ontario, Canada
$18K +$293 +5 +2%
AIC
592
Ameritas Investment Company
Nebraska
$18K +$17.6K +300 New
EFSCE
593
Enterprise Financial Services Corp (EFSC)
Missouri
$17K +$585 +10 +4%
HR
594
Howe & Rusling
New York
$16K
LWM
595
Liberty Wealth Management
California
$16K
SSB
596
Sandy Spring Bank
Maryland
$16K
VFA
597
Valeo Financial Advisors
Indiana
$16K
BCA
598
Berman Capital Advisors
Georgia
$15K
CFB
599
Cullen/Frost Bankers
Texas
$15K
OC
600
Oakworth Capital
Alabama
$15K

HIG Hedge Fund Activity: Q3 2019 in Review

652 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q3 2019, worth a combined $19.9B — up 7% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new HIG positions and 60 closed out — a net gain of 7 holders — while 217 added to existing stakes and 235 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $122M. The largest seller was Citadel Advisors, cutting an estimated $118M.

  • 652 institutional investors held Hartford Financial Services (HIG) as of Q3 2019, up from 646 in Q2 2019.
  • Funds reported $19.9B of Hartford Financial Services stock for Q3 2019, up 7% quarter-over-quarter.
  • 67 funds opened new Hartford Financial Services positions in Q3 2019 and 60 closed out, a net change of +7 holders.
  • The largest Hartford Financial Services buyer in Q3 2019 was Fidelity Investments, an estimated $122M added.
  • The largest Hartford Financial Services seller in Q3 2019 was Citadel Advisors, an estimated $118M sold.

Based on aggregated 13F filings for Q3 2019.