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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
Squarepoint
351
Squarepoint
New York
$765K -$2.97M -54,535 -80%
HI
352
Horizon Investments
North Carolina
$764K +$264K +4,852 +45%
RWA
353
Ropes Wealth Advisors
Massachusetts
$759K
APP
354
Avantax Planning Partners
Iowa
$756K
NAM
355
NTV Asset Management
West Virginia
$753K -$18.5K -341 -2%
BHWM
356
Bar Harbor Wealth Management
New Hampshire
$736K -$2.17K -40 -0.3%
W
357
Wealthfront
California
$726K +$203K +3,735 +40%
SAM
358
Shell Asset Management
Netherlands
$717K -$374K -6,875 -35%
MYAM
359
Meiji Yasuda Asset Management
Japan
$689K -$116K -2,130 -15%
IAM
360
Impax Asset Management
New Hampshire
$681K
NBC
361
Neuberger Berman Canada
Ontario, Canada
$669K +$25.4K +468 +4%
LTFS
362
Ladenburg Thalmann Financial Services
Florida
$667K -$5.71K -105 -0.9%
AT
363
Argent Trust
Texas
$666K -$5.71K -105 -0.9%
CANY
364
Caxton Associates (New York)
New York
$665K -$8.1M -148,900 -93%
SC
365
Savant Capital
Illinois
$655K +$1.09K +20 +0.2%
CB
366
Commerce Bank
Missouri
$648K +$19.8K +364 +3%
AP
367
Advisor Partners
California
$643K -$5.38K -99 -0.8%
Cambridge Investment Research Advisors
368
Cambridge Investment Research Advisors
Iowa
$640K +$105K +1,934 +20%
TFA
369
Transamerica Financial Advisors
Florida
$637K -$18.7K -344 -3%
LPC
370
Loeb Partners Corp
New York
$637K +$625K +11,500 New
JFGIW
371
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$627K +$21.7K +399 +4%
CI
372
Conning Inc
Connecticut
$619K -$6.53K -120 -1%
PGIM
373
Pacific Global Investment Management
California
$617K -$6.36K -117 -1%
II
374
IFM Investors
Australia
$598K +$9.19K +169 +2%
BRWA
375
B. Riley Wealth Advisors
Florida
$592K -$6.42K -118 -1%

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.