We are live on ! Find out more
HIG icon

Hartford Financial Services

652 hedge funds and large institutions have $19.9B invested in Hartford Financial Services in 2019 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 217 increasing their positions, 235 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $144M | Put options by funds: $93.6M

12% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 60

7% more capital invested

Capital invested by funds: $18.6B → $19.9B (+$1.31B)

1% more funds holding

Funds holding: 646652 (+6)

8% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 235

1.59% less ownership

Funds ownership: 92.6%91.01% (-1.6%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
652
Holders Change
+6
Holders Change %
+0.93%
% of All Funds
14.3%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
67
Increased
217
Reduced
235
Closed
60
Calls
$144M
Puts
$93.6M
Net Calls
+$50.5M
Net Calls Change
+$81M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
676
United Capital Financial Advisors
Texas
-$277K -4,974 Closed
HIIFS
677
Harel Insurance Investments & Financial Services
Israel
-$251K -4,500 Closed
OIA
678
OneDigital Investment Advisors
Kansas
-$243K -4,368 Closed
WT
679
Washington Trust
Rhode Island
-$234K -4,200 Closed
MAFM
680
Mid Atlantic Financial Management
Pennsylvania
-$227K -4,077 Closed
Fiera Capital (Canada)
681
Fiera Capital (Canada)
Quebec, Canada
-$224K -4,025 Closed
MWM
682
Mission Wealth Management
California
-$216K -3,877 Closed
FAAS
683
First Allied Advisory Services
California
-$201K -3,608 Closed
ECM
684
ETrade Capital Management
Virginia
-$200K -3,592 Closed
SIS
685
Sound Income Strategies
Florida
-$128K -2,293 Closed
TNBTD
686
Trustmark National Bank Trust Department
Mississippi
-$117K -2,100 Closed
QT
687
Quantamental Technologies
New York
-$108K -1,941 Closed
WOC
688
West Oak Capital
California
-$56K -1,000 Closed
RWA
689
Redhawk Wealth Advisors
Minnesota
-$40K -714 Closed
Barrow, Hanley, Mewhinney & Strauss
690
Barrow, Hanley, Mewhinney & Strauss
Texas
-$24K -434 Closed
ESB
691
Essex Savings Bank
Connecticut
-$24K -418 Closed
DWM
692
Doyle Wealth Management
Florida
-$22K -400 Closed
FMTCOCP
693
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$16K -290 Closed
SMFS
694
Squar Milner Financial Services
California
-$16K -286 Closed
AC
695
Avestar Capital
New York
-$12K -264 Closed
PCP
696
Proficio Capital Partners
Massachusetts
-$13K -228 Closed
CRC
697
Curi RMB Capital
Illinois
-$11K -202 Closed
HIM
698
Hillsdale Investment Management
Ontario, Canada
-$9K -170 Closed
M
699
MOTCO
Texas
-$7K -117 Closed
Parallax Volatility Advisers
700
Parallax Volatility Advisers
California
-$6K -99 Closed

HIG Hedge Fund Activity: Q3 2019 in Review

652 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q3 2019, worth a combined $19.9B — up 7% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new HIG positions and 60 closed out — a net gain of 7 holders — while 217 added to existing stakes and 235 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $122M. The largest seller was Citadel Advisors, cutting an estimated $118M.

  • 652 institutional investors held Hartford Financial Services (HIG) as of Q3 2019, up from 646 in Q2 2019.
  • Funds reported $19.9B of Hartford Financial Services stock for Q3 2019, up 7% quarter-over-quarter.
  • 67 funds opened new Hartford Financial Services positions in Q3 2019 and 60 closed out, a net change of +7 holders.
  • The largest Hartford Financial Services buyer in Q3 2019 was Fidelity Investments, an estimated $122M added.
  • The largest Hartford Financial Services seller in Q3 2019 was Citadel Advisors, an estimated $118M sold.

Based on aggregated 13F filings for Q3 2019.