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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.44B +$11.7M +178,794 +0.5%
BlackRock
2
BlackRock
New York
$1.7B +$116M +1,773,117 +7%
State Street
3
State Street
Massachusetts
$1.29B +$7.44M +113,577 +0.6%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.16B -$73.1M -1,115,348 -6%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$952M +$72.2M +1,101,714 +8%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$887M +$249M +3,802,775 +36%
Invesco
7
Invesco
Georgia
$718M -$84.4M -1,288,234 -10%
Franklin Resources
8
Franklin Resources
California
$596M -$235M -3,585,089 -27%
Diamond Hill Capital Management
9
Diamond Hill Capital Management
Ohio
$440M +$5.82M +88,814 +1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$395M +$9.12M +139,160 +2%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$347M -$6.69M -102,017 -2%
LSV Asset Management
12
LSV Asset Management
Illinois
$338M +$19.3M +294,116 +6%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$310M -$18.3M -279,684 -5%
Charles Schwab
14
Charles Schwab
California
$300M +$30.4M +463,545 +11%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$251M -$22.8M -348,395 -8%
Northern Trust
16
Northern Trust
Illinois
$248M -$3.41M -52,003 -1%
Norges Bank
17
Norges Bank
Norway
$235M -$11.2M -170,978 -4%
Bank of America
18
Bank of America
North Carolina
$230M +$70.6M +1,078,151 +41%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$221M -$16M -244,558 -6%
Legal & General Group
20
Legal & General Group
United Kingdom
$208M +$4.71M +71,864 +2%
Newport Trust Company
21
Newport Trust Company
District of Columbia
$204M -$4.1M -62,543 -2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$193M +$6.39M +97,538 +3%
Ameriprise
23
Ameriprise
Minnesota
$188M -$12.8M -195,344 -6%
First Trust Advisors
24
First Trust Advisors
Illinois
$187M +$38.4M +585,931 +24%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$187M -$32.8M -500,493 -14%

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.