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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
MAMU
51
Marathon Asset Management (UK)
United Kingdom
$74.7M -$1.81M -33,525 -3%
AGA
52
Altrinsic Global Advisors
Connecticut
$71.3M -$1.27M -23,431 -2%
CVA
53
Ceredex Value Advisors
Florida
$69.9M -$79.7M -1,475,590 -59%
Assenagon Asset Management
54
Assenagon Asset Management
Luxembourg
$68M +$46.9M +868,955 +585%
KBC Group
55
KBC Group
Belgium
$66.4M -$17.8M -330,176 -25%
PP
56
Prudential plc
United Kingdom
$62.3M -$17.8M -328,834 -26%
NI
57
Nuance Investments
Missouri
$58.9M +$47.6M +881,617 New
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$57.8M -$2.43M -44,945 -5%
PAM
59
Panagora Asset Management
Massachusetts
$56.2M +$3.68M +68,125 +9%
State of Wisconsin Investment Board
60
State of Wisconsin Investment Board
Wisconsin
$55.4M -$433K -8,022 -1%
Morgan Stanley
61
Morgan Stanley
New York
$51.5M -$37.9M -700,715 -48%
Lord, Abbett & Co
62
Lord, Abbett & Co
New Jersey
$50.7M -$11.4M -211,380 -22%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$50.1M +$465K +8,602 +1%
Axa
64
Axa
France
$49.9M -$3.36M -62,100 -8%
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49.8M +$673K +12,457 +2%
Wells Fargo
66
Wells Fargo
California
$49.1M -$18.2M -337,119 -31%
Barclays
67
Barclays
United Kingdom
$48.1M +$5.13M +94,924 +15%
State of Tennessee, Department of Treasury
68
State of Tennessee, Department of Treasury
Tennessee
$47.6M +$2.74M +50,641 +8%
SI
69
Scout Investments
Missouri
$45.9M +$7.48M +138,392 +25%
SSA
70
Schonfeld Strategic Advisors
New York
$44.7M +$19.3M +356,825 +114%
APG Asset Management
71
APG Asset Management
Netherlands
$44.2M +$1.32M +24,444 +3%
Macquarie Group
72
Macquarie Group
Australia
$42.8M -$2.16M -40,003 -6%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$41.8M -$5.59M -103,383 -14%
AllianceBernstein
74
AllianceBernstein
Tennessee
$41.1M +$1.01M +18,759 +3%
MHI
75
Miller Howard Investments
New York
$40.9M -$13.1M -242,436 -28%

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.