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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
EWA
676
Evolution Wealth Advisors
Florida
$4K +$4.26K +71 New
RFM
677
Royal Fund Management
Florida
$4K +$4.5K +75 New
APW
678
Acima Private Wealth
Virginia
$3K
LPWM
679
Lake Point Wealth Management
Texas
$3K +$3K +50 New
CMBA
680
C.M. Bidwell & Associates
Hawaii
$2K
OAM
681
Oppenheimer Asset Management
New York
$2K
JFA
682
JNBA Financial Advisors
Minnesota
$2K +$1.74K +29 New
WCM
683
Wealthcare Capital Management
Virginia
$2K +$2.28K +38 New
AWA
684
Arkadios Wealth Advisors
Georgia
$1.07K +$1.08K +18 New
BWM
685
Baystate Wealth Management
Massachusetts
$1K -$4.98K -83 -89%
BWM
686
BerganKDV Wealth Management
Minnesota
$1K
FPFS
687
First Personal Financial Services
North Carolina
$1K
GI
688
Gradient Investments
Minnesota
$1K
LFG
689
Larson Financial Group
Missouri
$1K
TWA
690
TCI Wealth Advisors
Arizona
$1K +$900 +15 +214%
SFG
691
Sowa Financial Group
Rhode Island
$1K +$960 +16 New
PW
692
Price Wealth
Texas
$1K +$1.26K +21 New
WQ
693
Wealth Quarterback
New Jersey
$729 +$720 +12 New
LP
694
LMR Partners
United Kingdom
$390 -$446K -7,440 -54%
PGAM
695
Princeton Global Asset Management
New Jersey
$10 +$9.84K +164 New
CC
696
Carlson Capital
Texas
-$52.8M -871,800 Closed
Balyasny Asset Management
697
Balyasny Asset Management
Illinois
-$33.3M -550,079 Closed
WCM
698
Wedge Capital Management
North Carolina
-$30.1M -496,129 Closed
ZIG
699
Zurich Insurance Group
Switzerland
-$21.3M -351,350 Closed
WG
700
Winton Group
United Kingdom
-$8.31M -137,156 Closed

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.