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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
GCAC
426
Guardian Capital Advisors (Canada)
Ontario, Canada
$354K +$5.44K +100 +2%
SW
427
SVB Wealth
Massachusetts
$348K -$8.92K -164 -3%
EFS
428
Essex Financial Services
Connecticut
$346K
BTIS
429
BB&T Investment Services
North Carolina
$346K +$2.17K +40 +0.6%
PTC
430
Philadelphia Trust Company
Pennsylvania
$340K -$20.4K -375 -6%
JIC
431
Johnson Investment Counsel
Ohio
$340K +$17.4K +320 +5%
IG
432
ING Group
Netherlands
$338K +$331K +6,094 New
FWM
433
Frontier Wealth Management
Missouri
$336K
VCM
434
Vigilant Capital Management
Maine
$333K
IIM
435
Ipswich Investment Management
Massachusetts
$331K
EWM
436
Evermay Wealth Management
Virginia
$329K
NFA
437
Nuveen Fund Advisors
Illinois
$327K -$234K -4,301 -42%
V
438
Veritable
Delaware
$322K +$2.45K +45 +0.8%
PCMC
439
Paragon Capital Management (Colorado)
Colorado
$319K +$7.07K +130 +2%
AI
440
Atria Investments
North Carolina
$318K +$56.1K +1,032 +22%
IR
441
Invictus RG
Bermuda
$315K +$183K +3,362 +145%
MF
442
Magnetar Financial
Illinois
$311K +$305K +5,604 New
LCS
443
Levin Capital Strategies
New York
$305K -$81.6K -1,500 -21%
NSIM
444
North Star Investment Management
Illinois
$305K +$218 +4 +0.1%
IA
445
IFP Advisors
Florida
$302K -$4.19K -77 -1%
CPC
446
Cookson Peirce & Co
Pennsylvania
$301K +$295K +5,430 New
Jane Street
447
Jane Street
New York
$299K -$12.1K -222 -4%
WF
448
Welch & Forbes
Massachusetts
$296K
CNBT
449
Canandaigua National Bank & Trust
New York
$292K -$27.4K -503 -9%
WS
450
Wedbush Securities
California
$286K -$11.5K -212 -4%

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.