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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
ECM
676
Estabrook Capital Management
New York
$3.87K +$3.95K +56 New
APW
677
Acima Private Wealth
Virginia
$3K
KFI
678
Key Financial Inc
Pennsylvania
$3K
LPWM
679
Lake Point Wealth Management
Texas
$3K
SSB
680
Sandy Spring Bank
Maryland
$3K
VCM
681
Versant Capital Management
Arizona
$3K
WB
682
Webster Bank
Connecticut
$3K
SC
683
Schubert & Co
Texas
$3K +$2.82K +40 New
SC
684
Sierra Capital
Florida
$3K +$2.82K +40 New
TCOV
685
Trust Company of Vermont
Vermont
$3K +$2.82K +40 New
DWA
686
Delos Wealth Advisors
Texas
$3K +$2.96K +42 New
HI
687
Harbour Investments
Wisconsin
$2K -$84.8K -1,202 -98%
AP
688
Arlington Partners
Alabama
$2K -$37.7K -535 -94%
FMP
689
Financial Management Professionals
Texas
$2K -$13.7K -194 -86%
AFG
690
Albion Financial Group
Utah
$2K
JFA
691
JNBA Financial Advisors
Minnesota
$2K
LF
692
Lee Financial
Texas
$2K
DHGWA
693
Dixon Hughes Goodman Wealth Advisors
North Carolina
$2K +$1.55K +22 New
LWA
694
Lenox Wealth Advisors
New York
$2K +$1.55K +22 New
SC
695
SouthState Corp
Florida
$2K +$1.83K +26 New
ACA
696
Atlas Capital Advisors
Wyoming
$1.38K
AWM
697
AllSquare Wealth Management
New York
$1K
APC
698
Aspire Private Capital
North Carolina
$1K
BWM
699
BerganKDV Wealth Management
Minnesota
$1K
EBA
700
Eagle Bay Advisors
New York
$1K

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.