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Hartford Financial Services

738 hedge funds and large institutions have $19.2B invested in Hartford Financial Services in 2022 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 268 increasing their positions, 255 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 58

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

1% more funds holding

Funds holding: 729738 (+9)

6% more call options, than puts

Call options by funds: $75.3M | Put options by funds: $71.3M

5% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 255

1.82% less ownership

Funds ownership: 91.04%89.22% (-1.8%)

11% less capital invested

Capital invested by funds: $21.6B → $19.2B (-$2.39B)

Holders
738
Holders Change
+9
Holders Change %
+1.23%
% of All Funds
12.43%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
79
Increased
268
Reduced
255
Closed
58
Calls
$75.3M
Puts
$71.3M
Net Calls
+$3.98M
Net Calls Change
-$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.62B +$15.4M +219,901 +0.6%
BlackRock
2
BlackRock
New York
$1.61B -$78.9M -1,125,913 -4%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.29B +$101M +1,444,621 +8%
State Street
4
State Street
Massachusetts
$1.22B -$96.8M -1,380,988 -7%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.16B -$230M -3,276,913 -16%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$871M -$51.9M -739,872 -5%
Invesco
7
Invesco
Georgia
$493M -$2.93M -41,782 -0.6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$418M -$1.9M -27,051 -0.4%
Charles Schwab
9
Charles Schwab
California
$384M +$18.5M +263,217 +5%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$368M -$19.1M -272,666 -5%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$360M +$6.81M +97,173 +2%
Franklin Resources
12
Franklin Resources
California
$359M -$158M -2,256,145 -29%
LSV Asset Management
13
LSV Asset Management
Illinois
$330M -$7.14M -101,865 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$315M +$45.8M +652,868 +16%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$284M +$12.6M +179,857 +4%
Norges Bank
16
Norges Bank
Norway
$246M +$19.3M +275,644 +8%
Northern Trust
17
Northern Trust
Illinois
$234M -$11.7M -166,276 -4%
Diamond Hill Capital Management
18
Diamond Hill Capital Management
Ohio
$230M -$168M -2,396,814 -41%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$225M +$1.22M +17,458 +0.5%
Legal & General Group
20
Legal & General Group
United Kingdom
$219M -$1.02M -14,548 -0.4%
Millennium Management
21
Millennium Management
New York
$217M +$80M +1,140,863 +52%
Morgan Stanley
22
Morgan Stanley
New York
$209M +$94.3M +1,345,467 +73%
Newport Trust Company
23
Newport Trust Company
District of Columbia
$207M -$699K -9,974 -0.3%
N
24
Nuveen
North Carolina
$185M +$13.8M +197,238 +7%
Bank of America
25
Bank of America
North Carolina
$183M +$58.2M +830,650 +42%

HIG Hedge Fund Activity: Q2 2022 in Review

738 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2022, worth a combined $19.2B — down 11% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new HIG positions and 58 closed out — a net gain of 21 holders — while 268 added to existing stakes and 255 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $101M. The largest seller was T. Rowe Price Associates, cutting an estimated $230M.

  • 738 institutional investors held Hartford Financial Services (HIG) as of Q2 2022, up from 729 in Q1 2022.
  • Funds reported $19.2B of Hartford Financial Services stock for Q2 2022, down 11% quarter-over-quarter.
  • 79 funds opened new Hartford Financial Services positions in Q2 2022 and 58 closed out, a net change of +21 holders.
  • The largest Hartford Financial Services buyer in Q2 2022 was JP Morgan Chase, an estimated $101M added.
  • The largest Hartford Financial Services seller in Q2 2022 was T. Rowe Price Associates, an estimated $230M sold.

Based on aggregated 13F filings for Q2 2022.