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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
1832 Asset Management
751
1832 Asset Management
Ontario, Canada
-$185K -2,563 Closed
CI
752
CX Institutional
Indiana
-$57K -817 Closed
CFA
753
Carroll Financial Associates
North Carolina
-$46K -660 Closed
AWA
754
Arkadios Wealth Advisors
Georgia
-$41K -586 Closed
MA
755
MCF Advisors
Kentucky
-$40K -572 Closed
JPLA
756
Joseph P. Lucia & Associates
New York
-$31K -435 Closed
EWA
757
Evolution Wealth Advisors
Florida
-$28K -400 Closed
TAIM
758
TD Ameritrade Investment Management
Nebraska
-$12K -330 Closed
DA
759
Denali Advisors
California
-$21K -300 Closed
EDRH
760
Edmond de Rothschild Holding
Switzerland
-$21K -300 Closed
GRP
761
Global Retirement Partners
California
-$19K -265 Closed
LWM
762
Liberty Wealth Management
California
-$18K -261 Closed
LCM
763
Logan Capital Management
Pennsylvania
-$18K -250 Closed
JCM
764
Jacobi Capital Management
Pennsylvania
-$14K -202 Closed
GKWIM
765
Gerber Kawasaki Wealth & Investment Management
California
-$10K -150 Closed
RA
766
Resolute Advisors
California
-$7K -104 Closed
Capstone Investment Advisors
767
Capstone Investment Advisors
New York
-$5.36K -76 Closed
BC
768
Bartlett & Co
Ohio
-$5K -75 Closed
BCWM
769
Bartlett & Co Wealth Management
Ohio
-$5.29K -75 Closed
CWM
770
Cranbrook Wealth Management
Michigan
-$4K -55 Closed
KIG
771
Kowal Investment Group
Wisconsin
-$4K -55 Closed
DOA
772
D'Orazio & Associates
Virginia
-$4K -50 Closed
LFG
773
Larson Financial Group
Missouri
-$1K -21 Closed
BWM
774
Baystate Wealth Management
Massachusetts
-$705 -10 Closed
AA
775
Addison Advisors
Vermont
+$212 +3 New

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.