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Hartford Financial Services

697 hedge funds and large institutions have $20B invested in Hartford Financial Services in 2019 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 252 increasing their positions, 217 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 46

58% more call options, than puts

Call options by funds: $142M | Put options by funds: $89.8M

16% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 217

7% more funds holding

Funds holding: 652697 (+45)

0.17% more ownership

Funds ownership: 91.01%91.19% (+0.17%)

0% more capital invested

Capital invested by funds: $19.9B → $20B (+$21.7M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
697
Holders Change
+45
Holders Change %
+6.9%
% of All Funds
13.73%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
104
Increased
252
Reduced
217
Closed
46
Calls
$142M
Puts
$89.8M
Net Calls
+$52M
Net Calls Change
+$1.48M
Name Holding Trade Value Shares
Change
Change in
Stake
EW
601
Evoke Wealth
California
$32.6K +$60 +1 +0.2%
RIA
602
Realta Investment Advisors
Delaware
$30K
TCOV
603
Trust Company of Vermont
Vermont
$30K
TCM
604
Tradewinds Capital Management
Washington
$30K +$3K +50 +11%
AssetMark Inc
605
AssetMark Inc
California
$29K +$9.78K +163 +51%
SWA
606
Sutton Wealth Advisors
Florida
$27.9K
CAC
607
Certified Advisory Corp
Florida
$27K
GAM
608
Gemmer Asset Management
California
$24K -$540 -9 -2%
CB
609
CNB Bank
Pennsylvania
$24K
AP
610
Americana Partners
Texas
$24K +$23.6K +393 New
VCP
611
Verus Capital Partners
Arizona
$24K +$24K +400 New
JWA
612
JFS Wealth Advisors
Pennsylvania
$23K
ADL
613
Asset Dedication LLC
California
$23K +$2.64K +44 +13%
OPS
614
Orion Portfolio Solutions
Nebraska
$23K +$22.9K +382 New
PCM
615
Penserra Capital Management
California
$22K -$1.35M -22,563 -98%
TFO
616
Tarbox Family Office
California
$21K
PFBT
617
Parkside Financial Bank & Trust
Missouri
$21K +$2.58K +43 +14%
TT
618
TI-Trust
Illinois
$21K +$21K +350 New
HI
619
Hudock Inc
Pennsylvania
$20K
KTC
620
Kistler-Tiffany Companies
Pennsylvania
$20K
BFEC
621
Benjamin F. Edwards & Company
Missouri
$19K
AIC
622
Ameritas Investment Company
Nebraska
$18K
FCMT
623
Founders Capital Management (Texas)
Texas
$18K
GWS
624
Glassman Wealth Services
Virginia
$18K
WAP
625
Wealthcare Advisory Partners
Pennsylvania
$18K

HIG Hedge Fund Activity: Q4 2019 in Review

697 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2019, worth a combined $20B — up 0.11% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new HIG positions and 46 closed out — a net gain of 58 holders — while 252 added to existing stakes and 217 trimmed.

The largest buyer was BlackRock, adding an estimated $126M. The largest seller was JP Morgan Chase, cutting an estimated $130M.

  • 697 institutional investors held Hartford Financial Services (HIG) as of Q4 2019, up from 652 in Q3 2019.
  • Funds reported $20B of Hartford Financial Services stock for Q4 2019, up 0.11% quarter-over-quarter.
  • 104 funds opened new Hartford Financial Services positions in Q4 2019 and 46 closed out, a net change of +58 holders.
  • The largest Hartford Financial Services buyer in Q4 2019 was BlackRock, an estimated $126M added.
  • The largest Hartford Financial Services seller in Q4 2019 was JP Morgan Chase, an estimated $130M sold.

Based on aggregated 13F filings for Q4 2019.