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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
LOAME
451
Lombard Odier Asset Management (Europe)
United Kingdom
$284K
UCFA
452
United Capital Financial Advisors
Texas
$283K -$299K -5,502 -52%
HSA
453
HBK Sorce Advisory
Pennsylvania
$283K -$9.57K -176 -3%
VIA
454
Virtus Investment Advisers
Connecticut
$277K -$27.2K -500 -9%
GJIC
455
Gamble Jones Investment Counsel
California
$277K
KS
456
Karpas Strategies
Connecticut
$277K
FA
457
FDx Advisors
Illinois
$269K +$264K +4,852 New
IUHSA
458
Itau Unibanco Holding S.A.
Brazil
$263K -$202K -3,711 -71%
YIA
459
YHB Investment Advisors
Connecticut
$261K -$10.9K -200 -4%
TAM
460
Trillium Asset Management
Massachusetts
$261K
GT
461
Glenmede Trust
Pennsylvania
$260K -$8.27K -152 -3%
MCM
462
MAI Capital Management
Ohio
$259K -$80.2K -1,475 -24%
BFS
463
Bradley Foster & Sargent
Connecticut
$259K -$69.9K -1,285 -22%
William Blair & Company
464
William Blair & Company
Illinois
$258K -$19.6K -360 -7%
BP
465
Ballentine Partners
Massachusetts
$258K +$254K +4,663 New
RIM
466
Rampart Investment Management
Connecticut
$251K +$11.9K +219 +5%
ST
467
Smithfield Trust
Pennsylvania
$249K
SWP
468
Stratos Wealth Partners
Ohio
$248K -$112K -2,054 -31%
Verition Fund Management
469
Verition Fund Management
Connecticut
$248K +$243K +4,474 New
SWM
470
Segment Wealth Management
Texas
$241K
OAM
471
Oxford Asset Management
United Kingdom
$235K +$231K +4,249 New
TI
472
Trexquant Investment
Connecticut
$234K +$229K +4,217 New
BTW
473
Boston Trust Walden
Massachusetts
$229K
Northwestern Mutual Wealth Management
474
Northwestern Mutual Wealth Management
Wisconsin
$227K -$4.13K -76 -2%
BTNA
475
Bremer Trust National Association
Minnesota
$226K -$194K -3,563 -47%

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.