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Hartford Financial Services

714 hedge funds and large institutions have $21.2B invested in Hartford Financial Services in 2021 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 225 increasing their positions, 248 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 64

5% more funds holding

Funds holding: 681714 (+33)

7% more call options, than puts

Call options by funds: $119M | Put options by funds: $111M

0.14% less ownership

Funds ownership: 90.61%90.47% (-0.14%)

4% less capital invested

Capital invested by funds: $22.1B → $21.2B (-$848M)

9% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 248

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
714
Holders Change
+33
Holders Change %
+4.85%
% of All Funds
10.99%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
108
Increased
225
Reduced
248
Closed
64
Calls
$119M
Puts
$111M
Net Calls
+$7.26M
Net Calls Change
-$26.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
601
Accel Wealth Management
Iowa
$50K +$212 +3 +0.4%
PWMG
602
Prestige Wealth Management Group
New Jersey
$49K
TSW
603
Thompson Siegel & Walmsley
Virginia
$46K -$353K -5,000 -88%
JFGIW
604
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$46K +$36.1K +512 +330%
SAM
605
S.A. Mason
Michigan
$45K
TSWM
606
Tyler-Stone Wealth Management
Ohio
$45K +$46.4K +658 New
SSC
607
Syverson Strege & Co
Iowa
$41K +$15.5K +220 +58%
Manulife (Manufacturers Life Insurance)
608
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39.8K -$5.97M -84,659 -13%
FP
609
Financial Perspectives
Minnesota
$38.3K
Jones Financial Companies
610
Jones Financial Companies
Missouri
$37K -$3.39K -48 -8%
HWA
611
Heritage Wealth Advisors
Virginia
$37K
SCA
612
Snowden Capital Advisors
New York
$37K +$38.6K +547 New
SWA
613
Sutton Wealth Advisors
Florida
$35K -$212 -3 -0.6%
FHA
614
First Horizon Advisors
Tennessee
$34K -$70.8K -1,004 -67%
JRFS
615
James Reed Financial Services
Ohio
$34K +$35.1K +497 New
EWA
616
EverSource Wealth Advisors
Alabama
$34K +$35.4K +502 New
EI
617
Ellevest Inc
New York
$33K +$3.53K +50 +12%
First Manhattan
618
First Manhattan
New York
$31K -$15.9K -226 -33%
JWM
619
Janiczek Wealth Management
Colorado
$31K -$2.05K -29 -6%
CA
620
Clearstead Advisors
Ohio
$29K -$4.45K -63 -13%
CB
621
CNB Bank
Pennsylvania
$28K
CWS
622
Confluence Wealth Services
Pennsylvania
$28K +$29.6K +419 New
C
623
Covestor
United Kingdom
$27K +$27.7K +393 New
ST
624
Smithfield Trust
Pennsylvania
$25K
PFBT
625
Parkside Financial Bank & Trust
Missouri
$24K

HIG Hedge Fund Activity: Q4 2021 in Review

714 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2021, worth a combined $21.2B — down 3.8% from $22.1B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new HIG positions and 64 closed out — a net gain of 44 holders — while 225 added to existing stakes and 248 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $159M. The largest seller was Invesco, cutting an estimated $179M.

  • 714 institutional investors held Hartford Financial Services (HIG) as of Q4 2021, up from 681 in Q3 2021.
  • Funds reported $21.2B of Hartford Financial Services stock for Q4 2021, down 3.8% quarter-over-quarter.
  • 108 funds opened new Hartford Financial Services positions in Q4 2021 and 64 closed out, a net change of +44 holders.
  • The largest Hartford Financial Services buyer in Q4 2021 was T. Rowe Price Associates, an estimated $159M added.
  • The largest Hartford Financial Services seller in Q4 2021 was Invesco, an estimated $179M sold.

Based on aggregated 13F filings for Q4 2021.