We are live on ! Find out more
HIG icon

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
TIM
651
Tortoise Investment Management
New York
$16K
CFO
652
CVA Family Office
Colorado
$16K +$16.6K +235 New
WTA
653
Washington Trust Advisors
Massachusetts
$16K +$16.6K +236 New
CHC
654
City Holding Co
West Virginia
$15K
EARNEST Partners
655
EARNEST Partners
Georgia
$15K
SN
656
Sittner & Nelson
Oregon
$14K
WPA
657
West Paces Advisors
Georgia
$13.6K -$5.29K -75 -28%
TFA
658
Toth Financial Advisory
Virginia
$13K -$522K -7,397 -97%
EIP
659
Ellis Investment Partners
Pennsylvania
$13K
FMII
660
Farmers & Merchants Investments Inc
Nebraska
$13K
MRCM
661
M&R Capital Management
New Jersey
$13K
AWA
662
Amplius Wealth Advisors
Pennsylvania
$10K +$10.8K +153 New
ZIG
663
Zullo Investment Group
Pennsylvania
$9K +$9.24K +131 New
KA
664
Kozak & Associates
Colorado
$9K +$9.38K +133 New
DFCM
665
Dark Forest Capital Management
Puerto Rico
$8K +$7.76K +110 New
SIAP
666
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7K -$9.45K -134 -57%
BWP
667
Baldwin Wealth Partners
Massachusetts
$7K -$6.91K -98 -49%
CHA
668
Carmichael Hill & Associates
Maryland
$7K
VRM
669
Vectors Research Management
New York
$7K
MCM
670
MV Capital Management
Maryland
$7K +$423 +6 +6%
SFM
671
Systematic Financial Management
New Jersey
$6K
MPWT
672
MassMutual Private Wealth & Trust
Connecticut
$6K +$1.13K +16 +21%
LFG
673
Leverty Financial Group
Wisconsin
$6K +$6.35K +90 New
BWA
674
BDO Wealth Advisors
Florida
$4K
CWA
675
Clearview Wealth Advisors
Oregon
$4K

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.