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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.61B +$12M +221,944 +0.6%
BlackRock
2
BlackRock
New York
$1.71B +$51.2M +946,916 +4%
State Street
3
State Street
Massachusetts
$1.38B +$48.3M +893,976 +5%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.32B -$35.5M -657,554 -3%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$953M +$510M +9,444,232 +196%
Franklin Resources
6
Franklin Resources
California
$881M -$54.5M -1,009,374 -7%
Invesco
7
Invesco
Georgia
$860M -$46M -850,537 -6%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$702M +$115M +2,125,392 +25%
Diamond Hill Capital Management
9
Diamond Hill Capital Management
Ohio
$468M -$7.84M -145,154 -2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$416M -$15.8M -292,482 -4%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$381M +$602K +11,148 +0.2%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$353M -$72.8M -1,346,760 -20%
LSV Asset Management
13
LSV Asset Management
Illinois
$344M -$7.44M -137,686 -3%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$293M +$16.3M +301,854 +7%
Charles Schwab
15
Charles Schwab
California
$292M -$17.6M -325,732 -7%
Northern Trust
16
Northern Trust
Illinois
$271M -$3.36M -62,271 -2%
Norges Bank
17
Norges Bank
Norway
$265M +$1.67M +30,861 +0.8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$255M +$3.98M +73,735 +2%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$235M -$110M -2,032,852 -37%
Newport Trust Company
20
Newport Trust Company
District of Columbia
$224M -$7.7M -142,511 -4%
N
21
Nuveen
North Carolina
$221M +$9.7M +179,476 +6%
Ameriprise
22
Ameriprise
Minnesota
$221M +$80.7M +1,494,129 +85%
Legal & General Group
23
Legal & General Group
United Kingdom
$219M -$73.6K -1,363 -0%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$201M +$2.32M +42,863 +1%
Bank of America
25
Bank of America
North Carolina
$176M +$7.76M +143,672 +6%

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.