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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
PP
26
Prudential plc
United Kingdom
$133M -$2.18M -60,344 -2%
VFA
27
Virtus Fund Advisers
Connecticut
$133M -$10.5M -289,662 -8%
SI
28
Scout Investments
Missouri
$133M +$55M +1,520,213 +74%
CRM
29
Cramer Rosenthal McGlynn
Connecticut
$131M -$42.5M -1,175,080 -25%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$121M -$1.77M -48,819 -1%
PC
31
Paulson & Co
New York
$120M -$45.6M -1,260,554 -28%
Federated Hermes
32
Federated Hermes
Pennsylvania
$117M -$16M -443,496 -12%
BA
33
BlackRock Advisors
Delaware
$113M +$30.7M +848,880 +39%
Ameriprise
34
Ameriprise
Minnesota
$112M -$5.32M -146,999 -5%
TG
35
TCW Group
California
$103M +$13M +360,425 +15%
U
36
UBS
Switzerland
$97.5M -$3.59M -99,084 -4%
SCM
37
Snow Capital Management
Pennsylvania
$97M +$3.71M +102,402 +4%
BGIM
38
Brandywine Global Investment Management
Pennsylvania
$83.8M +$2.18M +60,126 +3%
AAMU
39
Amundi Asset Management US
Massachusetts
$80.2M +$2.86M +79,095 +4%
Wells Fargo
40
Wells Fargo
California
$79.5M -$2.41M -66,571 -3%
Legal & General Group
41
Legal & General Group
United Kingdom
$79.4M -$405K -11,194 -0.5%
Franklin Resources
42
Franklin Resources
California
$78.6M -$2.92M -80,662 -4%
Teacher Retirement System of Texas
43
Teacher Retirement System of Texas
Texas
$78.3M -$1.59M -43,878 -2%
BIM
44
BlackRock Investment Management
Delaware
$75.2M -$7.47M -206,320 -9%
CLM
45
ClearBridge LLC (Maryland)
Maryland
$75M +$64.8K +1,790 +0.1%
SFM
46
Systematic Financial Management
New Jersey
$74.7M +$14.4M +398,037 +25%
Citadel Advisors
47
Citadel Advisors
Florida
$73.3M -$45.3M -1,250,786 -39%
RFC
48
Russell Frank Company
Washington
$70.6M -$364K -10,067 -0.5%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$68.6M -$2.28M -63,094 -3%
Invesco
50
Invesco
Georgia
$68.5M +$42.5M +1,174,378 +177%

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.