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Hartford Financial Services

681 hedge funds and large institutions have $22.1B invested in Hartford Financial Services in 2021 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 214 increasing their positions, 251 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

36% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 61

27% more call options, than puts

Call options by funds: $160M | Put options by funds: $126M

11% more capital invested

Capital invested by funds: $19.8B → $22.1B (+$2.27B)

2% more funds holding

Funds holding: 669681 (+12)

0.99% more ownership

Funds ownership: 89.62%90.61% (+0.99%)

15% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 251

Holders
681
Holders Change
+12
Holders Change %
+1.79%
% of All Funds
11.92%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
83
Increased
214
Reduced
251
Closed
61
Calls
$160M
Puts
$126M
Net Calls
+$33.6M
Net Calls Change
+$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.8B +$36.4M +551,036 +1%
BlackRock
2
BlackRock
New York
$1.9B -$19.5M -295,435 -1%
State Street
3
State Street
Massachusetts
$1.42B -$36.7M -555,729 -3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.37B +$270M +4,081,909 +27%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.28B -$25M -377,727 -2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$967M -$35.7M -540,461 -4%
Invesco
7
Invesco
Georgia
$702M -$105M -1,594,788 -14%
Franklin Resources
8
Franklin Resources
California
$669M -$5.83M -88,159 -0.9%
Diamond Hill Capital Management
9
Diamond Hill Capital Management
Ohio
$501M +$2.28M +34,459 +0.5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$448M +$16.5K +249 +0%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$388M -$5M -75,580 -1%
LSV Asset Management
12
LSV Asset Management
Illinois
$383M +$504K +7,631 +0.1%
Charles Schwab
13
Charles Schwab
California
$367M +$25.3M +382,898 +8%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$341M -$10.7M -162,400 -3%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$288M +$4.22M +63,785 +2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$281M +$59.1M +893,852 +29%
Northern Trust
17
Northern Trust
Illinois
$275M -$5.91M -89,420 -2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$257M +$5.93M +89,768 +3%
Norges Bank
19
Norges Bank
Norway
$249M -$16.8M -254,812 -7%
Legal & General Group
20
Legal & General Group
United Kingdom
$239M +$2.79M +42,251 +1%
Bank of America
21
Bank of America
North Carolina
$234M -$24.6M -372,457 -10%
Newport Trust Company
22
Newport Trust Company
District of Columbia
$228M -$3.23M -48,889 -1%
First Trust Advisors
23
First Trust Advisors
Illinois
$220M +$7.85M +118,718 +4%
Ameriprise
24
Ameriprise
Minnesota
$211M -$4.36M -65,906 -2%
ClearBridge Investments
25
ClearBridge Investments
New York
$175M +$15.6M +236,107 +10%

HIG Hedge Fund Activity: Q3 2021 in Review

681 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q3 2021, worth a combined $22.1B — up 11% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new HIG positions and 61 closed out — a net gain of 22 holders — while 214 added to existing stakes and 251 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $270M. The largest seller was Davidson Kempner Capital Management, cutting an estimated $107M.

  • 681 institutional investors held Hartford Financial Services (HIG) as of Q3 2021, up from 669 in Q2 2021.
  • Funds reported $22.1B of Hartford Financial Services stock for Q3 2021, up 11% quarter-over-quarter.
  • 83 funds opened new Hartford Financial Services positions in Q3 2021 and 61 closed out, a net change of +22 holders.
  • The largest Hartford Financial Services buyer in Q3 2021 was T. Rowe Price Associates, an estimated $270M added.
  • The largest Hartford Financial Services seller in Q3 2021 was Davidson Kempner Capital Management, an estimated $107M sold.

Based on aggregated 13F filings for Q3 2021.