We are live on ! Find out more
HIG icon

Hartford Financial Services

706 hedge funds and large institutions have $22B invested in Hartford Financial Services in 2021 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 212 increasing their positions, 263 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more funds holding in top 10

Funds holding in top 10: 512 (+7)

124% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 59

42% more call options, than puts

Call options by funds: $368M | Put options by funds: $259M

33% more capital invested

Capital invested by funds: $16.5B → $22B (+$5.51B)

11% more funds holding

Funds holding: 637706 (+69)

0.08% less ownership

Funds ownership: 92.33%92.25% (-0.08%)

19% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 263

Holders
706
Holders Change
+69
Holders Change %
+10.83%
% of All Funds
12.4%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.21%
New
132
Increased
212
Reduced
263
Closed
59
Calls
$368M
Puts
$259M
Net Calls
+$108M
Net Calls Change
+$130M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
651
Oakworth Capital
Alabama
$16K
SIAP
652
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$16K
TAIM
653
TD Ameritrade Investment Management
Nebraska
$16K
GAM
654
Grandview Asset Management
Pennsylvania
$16K +$12.6K +234 New
CHC
655
City Holding Co
West Virginia
$15K
GAM
656
Gemmer Asset Management
California
$15K
Fidelity International
657
Fidelity International
Bermuda
$14K -$8.03M -148,707 -100%
SLF
658
Sun Life Financial
Ontario, Canada
$14K -$54 -1 -0.5%
EARNEST Partners
659
EARNEST Partners
Georgia
$14K
EFSCE
660
Enterprise Financial Services Corp (EFSC)
Missouri
$14K
GWS
661
Glassman Wealth Services
Virginia
$14K +$1.03K +19 +10%
MA
662
MCF Advisors
Kentucky
$14K +$11.1K +206 New
BCWM
663
Bartlett & Co Wealth Management
Ohio
$13.1K +$810 +15 +8%
BWP
664
Baldwin Wealth Partners
Massachusetts
$13K
MRCM
665
M&R Capital Management
New Jersey
$13K
SN
666
Sittner & Nelson
Oregon
$13K
JCM
667
Jacobi Capital Management
Pennsylvania
$13K +$54 +1 +0.5%
BC
668
Bartlett & Co
Ohio
$13K +$810 +15 +8%
FMII
669
Farmers & Merchants Investments Inc
Nebraska
$12K
LWM
670
Liberty Wealth Management
California
$12K
TWA
671
TCI Wealth Advisors
Arizona
$11K +$9.19K +170 New
AIG
672
American International Group
New York
$10K +$1.73M +31,988 +27%
JFGIW
673
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10K
FHC
674
First Horizon Corporation
Tennessee
$9K -$756 -14 -9%
CHA
675
Carmichael Hill & Associates
Maryland
$7K

HIG Hedge Fund Activity: Q1 2021 in Review

706 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q1 2021, worth a combined $22B — up 33% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new HIG positions and 59 closed out — a net gain of 73 holders — while 212 added to existing stakes and 263 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $510M. The largest seller was Viking Global Investors, cutting an estimated $298M.

  • 706 institutional investors held Hartford Financial Services (HIG) as of Q1 2021, up from 637 in Q4 2020.
  • Funds reported $22B of Hartford Financial Services stock for Q1 2021, up 33% quarter-over-quarter.
  • 132 funds opened new Hartford Financial Services positions in Q1 2021 and 59 closed out, a net change of +73 holders.
  • The largest Hartford Financial Services buyer in Q1 2021 was T. Rowe Price Associates, an estimated $510M added.
  • The largest Hartford Financial Services seller in Q1 2021 was Viking Global Investors, an estimated $298M sold.

Based on aggregated 13F filings for Q1 2021.