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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
PMFA
626
Plante Moran Financial Advisors
Michigan
$24K +$7.05K +100 +40%
HI
627
Hudock Inc
Pennsylvania
$23K
Optiver Holding
628
Optiver Holding
Netherlands
$23K
SCA
629
Stuart Chaussee & Associates
California
$23K
TWA
630
TCI Wealth Advisors
Arizona
$23K
PCA
631
Providence Capital Advisors
North Carolina
$22K
TFO
632
Tarbox Family Office
California
$22K
ZB
633
Zions Bancorporation
Utah
$22K +$5.43K +77 +32%
FCMT
634
Founders Capital Management (Texas)
Texas
$21K
GWS
635
Glassman Wealth Services
Virginia
$21K +$2.82K +40 +15%
VCM
636
Vigilant Capital Management
Maine
$21K +$17.3K +245 +445%
ACM
637
Aquatic Capital Management
Illinois
$21K +$21.2K +300 New
FCFS
638
First Command Financial Services
Texas
$21K +$21.2K +300 New
NF
639
Norwood Financial
Pennsylvania
$21K +$21.2K +300 New
MGIM
640
M&G Investment Management
United Kingdom
$19.2K -$20.7M -293,671 -51%
ADL
641
Asset Dedication LLC
California
$19K
HR
642
Howe & Rusling
New York
$19K
WTC
643
WhitTier Trust Company
Nevada
$19K
Group One Trading
644
Group One Trading
Illinois
$19K +$19.2K +272 New
EW
645
Evoke Wealth
California
$18K +$353 +5 +2%
BIA
646
Bell Investment Advisors
California
$18K +$776 +11 +4%
IAG
647
Investmark Advisory Group
Connecticut
$18K +$18.8K +266 New
BFEC
648
Benjamin F. Edwards & Company
Missouri
$17K
GAM
649
Gemmer Asset Management
California
$17K
OC
650
Oakworth Capital
Alabama
$17K

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.