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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.75B -$5.14M -72,861 -0.2%
BlackRock
2
BlackRock
New York
$1.79B -$78.3M -1,110,283 -4%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.5B +$159M +2,255,762 +12%
State Street
4
State Street
Massachusetts
$1.41B +$15.9M +225,635 +1%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.31B +$48.7M +690,877 +4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$983M +$32.9M +466,827 +3%
Franklin Resources
7
Franklin Resources
California
$544M -$116M -1,649,976 -17%
Invesco
8
Invesco
Georgia
$514M -$179M -2,543,014 -25%
Diamond Hill Capital Management
9
Diamond Hill Capital Management
Ohio
$479M -$13.1M -185,725 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$428M -$12.5M -177,365 -3%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$374M -$6.98M -98,894 -2%
LSV Asset Management
12
LSV Asset Management
Illinois
$367M -$9.73M -137,866 -3%
Charles Schwab
13
Charles Schwab
California
$366M +$5.82M +82,472 +2%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$322M -$13.3M -188,431 -4%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$289M +$5.47M +77,493 +2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$278M +$2.08M +29,551 +0.7%
Northern Trust
17
Northern Trust
Illinois
$263M -$7M -99,263 -3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$251M -$1.14M -16,107 -0.4%
First Trust Advisors
19
First Trust Advisors
Illinois
$251M +$35.1M +497,801 +16%
Norges Bank
20
Norges Bank
Norway
$242M -$2.25M -31,915 -0.9%
Legal & General Group
21
Legal & General Group
United Kingdom
$226M -$8.42M -119,419 -4%
Newport Trust Company
22
Newport Trust Company
District of Columbia
$220M -$3.54M -50,243 -2%
Bank of America
23
Bank of America
North Carolina
$204M -$27M -382,709 -11%
Ameriprise
24
Ameriprise
Minnesota
$180M -$26.9M -381,596 -13%
ClearBridge Investments
25
ClearBridge Investments
New York
$175M +$2.87M +40,751 +2%

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.