We are live on ! Find out more
HIG icon

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
AWA
576
Arkadios Wealth Advisors
Georgia
$36K +$6.68K +102 +21%
MGIM
577
M&G Investment Management
United Kingdom
$34.7K +$17.1M +260,382 +87%
FP
578
Financial Perspectives
Minnesota
$34.4K -$2.39M -36,538 -99%
HWA
579
Heritage Wealth Advisors
Virginia
$33.6K
SWA
580
Sutton Wealth Advisors
Florida
$31.4K -$983 -15 -3%
LJHT
581
Laurie J. Hall Trustee
$31K
IWMWV
582
Ironwood Wealth Management (West Virginia)
West Virginia
$29K +$30.9K +472 New
CA
583
Clearstead Advisors
Ohio
$28K +$2.1K +32 +8%
JPLA
584
Joseph P. Lucia & Associates
New York
$27K -$262 -4 -0.9%
WQ
585
Wealth Quarterback
New Jersey
$26K +$26.7K +408 New
WPA
586
West Paces Advisors
Georgia
$25.5K
CB
587
CNB Bank
Pennsylvania
$25K
EWA
588
Evolution Wealth Advisors
Florida
$25K
HWM
589
Holloway Wealth Management
Florida
$25K
JWM
590
Janiczek Wealth Management
Colorado
$25K
BFC
591
Bedel Financial Consulting
Indiana
$25K +$26.5K +404 New
ST
592
Smithfield Trust
Pennsylvania
$23K -$296K -4,520 -92%
JWA
593
JFS Wealth Advisors
Pennsylvania
$22K
SCA
594
Stuart Chaussee & Associates
California
$21K
PFBT
595
Parkside Financial Bank & Trust
Missouri
$21K +$197 +3 +0.9%
HI
596
Hudock Inc
Pennsylvania
$20K
TFO
597
Tarbox Family Office
California
$20K
DA
598
Denali Advisors
California
$19K -$26.2K -400 -57%
FCMT
599
Founders Capital Management (Texas)
Texas
$19K
SSC
600
Syverson Strege & Co
Iowa
$19K +$131 +2 +0.7%

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.