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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
Lazard Asset Management
626
Lazard Asset Management
New York
$18K +$18.1K +302 New
SMFS
627
Squar Milner Financial Services
California
$18K +$18.1K +302 New
EFSCE
628
Enterprise Financial Services Corp (EFSC)
Missouri
$17K -$600 -10 -4%
SIC
629
Samalin Investment Counsel
New York
$17K +$16.8K +280 New
ZB
630
Zions Bancorporation
Utah
$16K -$1.68K -28 -10%
HR
631
Howe & Rusling
New York
$16K
LWM
632
Liberty Wealth Management
California
$16K
SSB
633
Sandy Spring Bank
Maryland
$16K
VFA
634
Valeo Financial Advisors
Indiana
$16K
BCA
635
Berman Capital Advisors
Georgia
$16K +$1.68K +28 +11%
BC
636
Barnett & Company
Tennessee
$16K +$15.7K +261 New
OIA
637
Optimum Investment Advisors
Illinois
$15K
HIA
638
Harbor Investment Advisory
Maryland
$15K +$15K +250 New
OC
639
Oakworth Capital
Alabama
$14K
SLF
640
Sun Life Financial
Ontario, Canada
$13K -$4.92K -82 -28%
EARNEST Partners
641
EARNEST Partners
Georgia
$13K
CWP
642
CFM Wealth Partners
Texas
$13K +$13.2K +220 New
BWP
643
Baldwin Wealth Partners
Massachusetts
$12K
CAL
644
Capital Advisors Ltd
Ohio
$12K
IBOK
645
Independence Bank of Kentucky
Kentucky
$12K
JCM
646
Jacobi Capital Management
Pennsylvania
$12K
MRCM
647
M&R Capital Management
New Jersey
$12K
EWP
648
Engrave Wealth Partners
Texas
$12K +$12K +200 New
TAIM
649
TD Ameritrade Investment Management
Nebraska
$11K -$360 -6 -3%
BBHC
650
Brown Brothers Harriman & Co
New York
$11K

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.