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Hartford Financial Services

669 hedge funds and large institutions have $19.8B invested in Hartford Financial Services in 2021 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 205 increasing their positions, 275 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $117M | Put options by funds: $94.7M

2.63% less ownership

Funds ownership: 92.25%89.62% (-2.6%)

5% less funds holding

Funds holding: 706669 (-37)

10% less capital invested

Capital invested by funds: $22B → $19.8B (-$2.2B)

25% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 275

27% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 103

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

Holders
669
Holders Change
-37
Holders Change %
-5.24%
% of All Funds
11.64%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.1%
New
75
Increased
205
Reduced
275
Closed
103
Calls
$117M
Puts
$94.7M
Net Calls
+$22M
Net Calls Change
-$86.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
726
Lido Advisors
California
-$337K -5,013 Closed
WANY
727
Wealthspire Advisors (New York)
New York
-$313K -4,690 Closed
WB
728
WesBanco Bank
West Virginia
-$293K -4,389 Closed
NL
729
NWAM LLC
Washington
-$287K -4,297 Closed
MAM
730
Martingale Asset Management
Massachusetts
-$279K -4,164 Closed
ER
731
Enlightenment Research
Florida
-$267K -4,000 Closed
LOAME
732
Lombard Odier Asset Management (Europe)
United Kingdom
-$253K -3,781 Closed
YIH
733
Y-Intercept (HK)
Hong Kong
-$255K -3,773 Closed
Walleye Capital
734
Walleye Capital
New York
-$251 -3,760 Closed
BMCM
735
Burns Matteson Capital Management
New York
-$250K -3,748 Closed
PMAM
736
Penn Mutual Asset Management
Pennsylvania
-$245K -3,675 Closed
AWM
737
AE Wealth Management
Kansas
-$241K -3,615 Closed
AIL
738
AGF Investments LLC
Ontario, Canada
-$239K -3,585 Closed
MYLI
739
Meiji Yasuda Life Insurance
Japan
-$239K -3,575 Closed
VC
740
Veery Capital
Delaware
-$234K -3,504 Closed
SSG
741
Summit Securities Group
New York
-$223K -3,400 Closed
PG
742
Pendal Group
Australia
-$227K -3,392 Closed
BCB
743
Brian C. Broderick
-$220K -3,300 Closed
AWA
744
Arete Wealth Advisors
Illinois
-$211K -3,184 Closed
CCM
745
Compton Capital Management
Rhode Island
-$209K -3,131 Closed
MWM
746
Mission Wealth Management
California
-$205K -3,069 Closed
SWM
747
SeaCrest Wealth Management
New York
-$203K -3,034 Closed
Fisher Asset Management
748
Fisher Asset Management
Washington
-$201K -3,009 Closed
DDPIC
749
Deroy & Devereaux Private Investment Counsel
Michigan
-$200K -3,000 Closed
GJIC
750
Gamble Jones Investment Counsel
California
-$200K -3,000 Closed

HIG Hedge Fund Activity: Q2 2021 in Review

669 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2021, worth a combined $19.8B — down 10% from $22B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of HIG and 75 opened new positions — a net loss of 28 holders — while 275 trimmed existing stakes and 205 added.

The largest buyer was Fidelity Investments, adding an estimated $249M. The largest seller was Franklin Resources, cutting an estimated $235M.

  • 669 institutional investors held Hartford Financial Services (HIG) as of Q2 2021, down from 706 in Q1 2021.
  • Funds reported $19.8B of Hartford Financial Services stock for Q2 2021, down 10% quarter-over-quarter.
  • 75 funds opened new Hartford Financial Services positions in Q2 2021 and 103 closed out, a net change of -28 holders.
  • The largest Hartford Financial Services buyer in Q2 2021 was Fidelity Investments, an estimated $249M added.
  • The largest Hartford Financial Services seller in Q2 2021 was Franklin Resources, an estimated $235M sold.

Based on aggregated 13F filings for Q2 2021.