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Hartford Financial Services

602 hedge funds and large institutions have $17.1B invested in Hartford Financial Services in 2017 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 165 increasing their positions, 254 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $70.8M | Put options by funds: $39.2M

7% more capital invested

Capital invested by funds: $15.9B → $17.1B (+$1.16B)

5% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 60

1.09% less ownership

Funds ownership: 89.55%88.46% (-1.1%)

1% less funds holding

Funds holding: 610602 (-8)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

35% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 254

Holders
602
Holders Change
-8
Holders Change %
-1.31%
% of All Funds
15.01%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.22%
New
57
Increased
165
Reduced
254
Closed
60
Calls
$70.8M
Puts
$39.2M
Net Calls
+$31.6M
Net Calls Change
+$8.27M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
326
CAPTRUST Financial Advisors
North Carolina
$930K +$873K +17,617 New
LIA
327
LS Investment Advisors
Michigan
$929K +$27.9K +563 +3%
ARM
328
Adirondack Research & Management
New York
$916K -$9.91K -200 -1%
MGIA
329
Moneta Group Investment Advisors
Missouri
$890K -$24.8K -500 -3%
RS
330
Robeco Schweiz
Switzerland
$888K -$107K -2,158 -11%
PAM
331
Panagora Asset Management
Massachusetts
$872K -$95K -1,916 -10%
MVA
332
Mount Vernon Associates
Maryland
$850K
MSFP
333
Mark Sheptoff Financial Planning
Connecticut
$790K
SOAMC
334
Spirit of America Management Corp
New York
$789K
IB
335
Intrust Bank
Kansas
$787K -$133K -2,680 -15%
B
336
Barings
North Carolina
$785K -$938K -18,932 -56%
PAG
337
Private Advisor Group
New Jersey
$785K -$252K -5,090 -26%
MYAM
338
Meiji Yasuda Asset Management
Japan
$765K +$466K +9,400 +182%
CI
339
Cigna Investments
Connecticut
$751K -$68.3K -1,379 -9%
PG
340
Pendal Group
Australia
$745K +$702K +14,170 New
RCAMU
341
Rothschild & Co Asset Management US
Connecticut
$738K +$114K +2,297 +20%
NAM
342
NTV Asset Management
West Virginia
$731K
OAM
343
Oppenheimer Asset Management
New York
$726K +$664K +13,394 +3,100%
MC
344
Moors & Cabot
Massachusetts
$722K +$84.3K +1,702 +14%
RWA
345
Ropes Wealth Advisors
Massachusetts
$720K
Simplex Trading
346
Simplex Trading
Illinois
$718K -$719K -14,511 -52%
APP
347
Avantax Planning Partners
Iowa
$717K +$1.24K +25 +0.2%
BHWM
348
Bar Harbor Wealth Management
New Hampshire
$700K -$155K -3,121 -19%
CCM
349
Cadence Capital Management
Massachusetts
$698K +$8.38K +169 +1%
Macquarie Group
350
Macquarie Group
Australia
$689K

HIG Hedge Fund Activity: Q2 2017 in Review

602 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2017, worth a combined $17.1B — up 7.3% from $15.9B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of HIG and 57 opened new positions — a net loss of 3 holders — while 254 trimmed existing stakes and 165 added.

The largest buyer was Janus Henderson Group, adding an estimated $155M. The largest seller was AJO LP, cutting an estimated $116M.

  • 602 institutional investors held Hartford Financial Services (HIG) as of Q2 2017, down from 610 in Q1 2017.
  • Funds reported $17.1B of Hartford Financial Services stock for Q2 2017, up 7.3% quarter-over-quarter.
  • 57 funds opened new Hartford Financial Services positions in Q2 2017 and 60 closed out, a net change of -3 holders.
  • The largest Hartford Financial Services buyer in Q2 2017 was Janus Henderson Group, an estimated $155M added.
  • The largest Hartford Financial Services seller in Q2 2017 was AJO LP, an estimated $116M sold.

Based on aggregated 13F filings for Q2 2017.