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Hartford Financial Services

613 hedge funds and large institutions have $17.7B invested in Hartford Financial Services in 2017 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 178 increasing their positions, 252 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 50

2% more funds holding

Funds holding: 602613 (+11)

4% more capital invested

Capital invested by funds: $17.1B → $17.7B (+$643M)

0.64% less ownership

Funds ownership: 88.46%87.82% (-0.64%)

26% less call options, than puts

Call options by funds: $42.1M | Put options by funds: $57.3M

29% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 252

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
613
Holders Change
+11
Holders Change %
+1.83%
% of All Funds
15.28%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.15%
New
65
Increased
178
Reduced
252
Closed
50
Calls
$42.1M
Puts
$57.3M
Net Calls
-$15.1M
Net Calls Change
-$46.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ZDA
226
Zweig-DiMenna Associates
New York
$3.33M +$3.26M +60,000 New
EVM
227
Eaton Vance Management
Massachusetts
$3.24M +$2.34K +43 +0.1%
PNC Financial Services Group
228
PNC Financial Services Group
Pennsylvania
$3.21M -$20.9K -384 -0.7%
SEC
229
Seven Eight Capital
New York
$3.16M +$1.51M +27,800 +95%
Mitsubishi UFJ Asset Management
230
Mitsubishi UFJ Asset Management
Japan
$3.12M -$16.7K -307 -0.5%
PCM
231
Palisade Capital Management
New Jersey
$3.05M
XK
232
Xact Kapitalforvaltning
Sweden
$3.02M +$23.8K +437 +0.8%
Nomura Asset Management
233
Nomura Asset Management
Japan
$3.01M +$153K +2,820 +5%
KBC Group
234
KBC Group
Belgium
$2.96M -$7.99M -146,911 -73%
CWM
235
CIBC World Markets
New York
$2.94M +$62.5K +1,150 +2%
CGH
236
Crossmark Global Holdings
Texas
$2.9M +$2.84M +52,269 New
LPL Financial
237
LPL Financial
California
$2.89M +$733K +13,482 +35%
GIA
238
GHP Investment Advisors
Colorado
$2.88M +$208K +3,819 +8%
Truist Financial
239
Truist Financial
North Carolina
$2.88M -$118K -2,179 -4%
SAM
240
Silvercrest Asset Management
New York
$2.86M -$226K -4,150 -7%
ACM
241
Advisors Capital Management
New Jersey
$2.83M +$85.6K +1,575 +3%
MSA
242
Mason Street Advisors
Wisconsin
$2.8M -$22.5K -414 -0.8%
CIBC World Market
243
CIBC World Market
Ontario, Canada
$2.79M +$797K +14,656 +41%
NB
244
Norinchukin Bank
Japan
$2.76M +$32.7K +602 +1%
FNBOMD
245
First National Bank of Mount Dora
Florida
$2.75M -$19K -350 -0.7%
Creative Planning
246
Creative Planning
Kansas
$2.73M +$7.56K +139 +0.3%
Bessemer Group
247
Bessemer Group
New Jersey
$2.65M +$2.45M +44,971 +1,595%
CK
248
Cohen Klingenstein
New York
$2.59M
US Bancorp
249
US Bancorp
Minnesota
$2.58M -$173K -3,181 -6%
LOAMS
250
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.57M +$2.52M +46,299 New

HIG Hedge Fund Activity: Q3 2017 in Review

613 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q3 2017, worth a combined $17.7B — up 3.8% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new HIG positions and 50 closed out — a net gain of 15 holders — while 178 added to existing stakes and 252 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $191M. The largest seller was JP Morgan Chase, cutting an estimated $253M.

  • 613 institutional investors held Hartford Financial Services (HIG) as of Q3 2017, up from 602 in Q2 2017.
  • Funds reported $17.7B of Hartford Financial Services stock for Q3 2017, up 3.8% quarter-over-quarter.
  • 65 funds opened new Hartford Financial Services positions in Q3 2017 and 50 closed out, a net change of +15 holders.
  • The largest Hartford Financial Services buyer in Q3 2017 was Fidelity Investments, an estimated $191M added.
  • The largest Hartford Financial Services seller in Q3 2017 was JP Morgan Chase, an estimated $253M sold.

Based on aggregated 13F filings for Q3 2017.