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Hartford Financial Services

565 hedge funds and large institutions have $14.6B invested in Hartford Financial Services in 2014 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 172 increasing their positions, 247 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 35

12% more call options, than puts

Call options by funds: $219M | Put options by funds: $196M

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

1% more funds holding

Funds holding: 557565 (+8)

2% more capital invested

Capital invested by funds: $14.3B → $14.6B (+$322M)

0.89% less ownership

Funds ownership: 88.77%87.88% (-0.89%)

30% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 247

Holders
565
Holders Change
+8
Holders Change %
+1.44%
% of All Funds
16.39%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.49%
New
48
Increased
172
Reduced
247
Closed
35
Calls
$219M
Puts
$196M
Net Calls
+$23.3M
Net Calls Change
-$34.3M
Name Holding Trade Value Shares
Change
Change in
Stake
OA
451
Oak Associates
Ohio
$238K
GVT
452
Genesee Valley Trust
New York
$236K +$229K +6,334 New
QI
453
QS Investors
New York
$235K
WS
454
Wedbush Securities
California
$234K -$25.9K -717 -10%
HHGA
455
Halbert Hargrove Global Advisors
California
$233K +$227K +6,262 New
VFP
456
Verus Financial Partners
Virginia
$230K +$223K +6,165 New
CT
457
Coastline Trust
Rhode Island
$230K +$223K +6,175 New
LCM
458
Laurion Capital Management
New York
$227K +$221K +6,100 New
WPW
459
Waldron Private Wealth
Pennsylvania
$226K -$74.7K -2,063 -25%
YMRC
460
Yorktown Management & Research Company
Virginia
$220K
AP
461
Advisor Partners
California
$218K -$3.55K -98 -2%
LNWWM
462
Laird Norton Wetherby Wealth Management
California
$215K +$208K +5,761 New
HCM
463
Hollencrest Capital Management
California
$204K -$86.9K -2,400 -31%
SM
464
Stratton Management
Pennsylvania
$201K -$224K -6,200 -53%
BPBT
465
Boston Private Bank & Trust
Massachusetts
$201K
IMS
466
Index Management Solutions
Pennsylvania
$197K +$158K +4,359 +464%
NFG
467
Next Financial Group
Texas
$194K +$51.8K +1,432 +38%
CFA
468
Carroll Financial Associates
North Carolina
$193K
ST
469
Smithfield Trust
Pennsylvania
$190K
SSB
470
Sandy Spring Bank
Maryland
$178K
Northwestern Mutual Wealth Management
471
Northwestern Mutual Wealth Management
Wisconsin
$152K
WA
472
Waverly Advisors
Alabama
$150K -$21.7K -600 -13%
MIC
473
MU Investments Company
Japan
$144K
SC
474
SRB Corp
Massachusetts
$143K +$139K +3,829 New
QBFM
475
QS Batterymarch Financial Management
New York
$122K

HIG Hedge Fund Activity: Q3 2014 in Review

565 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q3 2014, worth a combined $14.6B — up 2.3% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new HIG positions and 35 closed out — a net gain of 13 holders — while 172 added to existing stakes and 247 trimmed.

The largest buyer was Fred Alger Management, opening a new position worth an estimated $160M. The largest seller was NWQ Investment Management Company, cutting an estimated $73.3M.

  • 565 institutional investors held Hartford Financial Services (HIG) as of Q3 2014, up from 557 in Q2 2014.
  • Funds reported $14.6B of Hartford Financial Services stock for Q3 2014, up 2.3% quarter-over-quarter.
  • 48 funds opened new Hartford Financial Services positions in Q3 2014 and 35 closed out, a net change of +13 holders.
  • The largest Hartford Financial Services buyer in Q3 2014 was Fred Alger Management, an estimated $160M added.
  • The largest Hartford Financial Services seller in Q3 2014 was NWQ Investment Management Company, an estimated $73.3M sold.

Based on aggregated 13F filings for Q3 2014.