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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
SCA
751
Sassicaia Capital Advisers
New York
-$200K -3,000 Closed
WF
752
Welch & Forbes
Massachusetts
-$200K -3,000 Closed
AC
753
Avestar Capital
New York
-$202K -2,984 Closed
IAIM
754
International Assets Investment Management
Florida
-$83K -1,686 Closed
SFS
755
Sowell Financial Services
Arkansas
-$106K -1,582 Closed
T
756
TOBAM
France
-$82K -1,221 Closed
EP
757
Eudaimonia Partners
Tennessee
-$74K -1,108 Closed
MF
758
Manchester Financial
California
-$69K -1,029 Closed
IFAM
759
Institutional & Family Asset Management
Colorado
-$68K -1,025 Closed
WAP
760
Wealthcare Advisory Partners
Pennsylvania
-$41K -613 Closed
CAC
761
Certified Advisory Corp
Florida
-$29K -439 Closed
Acadian Asset Management
762
Acadian Asset Management
Massachusetts
-$29K -436 Closed
FP
763
Fiduciary Planning
Florida
-$28K -420 Closed
CL
764
COWA LLC
Oklahoma
-$23K -345 Closed
RWM
765
RBA Wealth Management
California
-$22K -330 Closed
VFA
766
Valeo Financial Advisors
Indiana
-$19K -282 Closed
GAM
767
Grandview Asset Management
Pennsylvania
-$16K -234 Closed
SLF
768
Sun Life Financial
Ontario, Canada
-$14K -211 Closed
Fidelity International
769
Fidelity International
Bermuda
-$14K -208 Closed
FPB
770
First PREMIER Bank
South Dakota
-$7K -100 Closed
MWP
771
Meridian Wealth Partners
Pennsylvania
-$5K -80 Closed
WCM
772
Wealthcare Capital Management
Virginia
-$5K -69 Closed
MLFP
773
MPS Loria Financial Planners
Illinois
-$1K -25 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.