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Hartford Financial Services

581 hedge funds and large institutions have $14.3B invested in Hartford Financial Services in 2016 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 161 increasing their positions, 262 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $123M | Put options by funds: $65.5M

0.27% less ownership

Funds ownership: 88.56%88.29% (-0.27%)

6% less funds holding

Funds holding: 616581 (-35)

7% less capital invested

Capital invested by funds: $15.4B → $14.3B (-$1.09B)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

33% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 83

39% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 262

Holders
581
Holders Change
-35
Holders Change %
-5.68%
% of All Funds
15.5%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
56
Increased
161
Reduced
262
Closed
83
Calls
$123M
Puts
$65.5M
Net Calls
+$57.7M
Net Calls Change
+$44.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
26
BlackRock Advisors
Delaware
$138M -$21.8M -520,237 -14%
TG
27
TCW Group
California
$115M -$5.31M -126,959 -5%
Ameriprise
28
Ameriprise
Minnesota
$114M -$4.25M -101,499 -4%
AAMU
29
Amundi Asset Management US
Massachusetts
$104M -$112M -2,677,492 -52%
SP
30
Sarasin & Partners
United Kingdom
$101M -$23.1M -552,721 -19%
TA
31
Teachers Advisors
New York
$100M +$5.48M +130,855 +6%
Norges Bank
32
Norges Bank
Norway
$96.5M +$120K +2,875 +0.1%
Lazard Asset Management
33
Lazard Asset Management
New York
$90.6M -$131M -3,138,457 -60%
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$84.6M +$14.2M +339,705 +21%
Legal & General Group
35
Legal & General Group
United Kingdom
$83.1M -$225K -5,367 -0.3%
Ninety One (UK)
36
Ninety One (UK)
United Kingdom
$82.6M -$91.3M -2,182,265 -53%
WHG
37
Westwood Holdings Group
Texas
$79.4M -$37.5M -896,516 -33%
JHIU
38
Janus Henderson Investors US
Colorado
$77.6M -$38.4M -918,097 -34%
BIM
39
BlackRock Investment Management
Delaware
$77.4M -$6.89M -164,657 -8%
Teacher Retirement System of Texas
40
Teacher Retirement System of Texas
Texas
$72.2M -$4.3M -102,727 -6%
CS
41
Credit Suisse
Switzerland
$67.3M +$35.9M +858,805 +120%
Victory Capital Management
42
Victory Capital Management
Texas
$65.7M +$60.4M +1,442,206 +1,568%
Millennium Management
43
Millennium Management
New York
$65.6M -$108K -2,570 -0.2%
UBS AM
44
UBS AM
Illinois
$64.9M -$3.39M -81,027 -5%
CLM
45
ClearBridge LLC (Maryland)
Maryland
$60.8M +$59.4M +1,418,820 New
Wells Fargo
46
Wells Fargo
California
$59.2M +$688K +16,442 +1%
ClearBridge Investments
47
ClearBridge Investments
New York
$59M +$57.7M +1,378,157 +345,403%
Balyasny Asset Management
48
Balyasny Asset Management
Illinois
$58.3M +$16.4M +392,076 +40%
Franklin Resources
49
Franklin Resources
California
$56.4M -$3.29M -78,620 -6%
CC
50
Carlson Capital
Texas
$56.2M +$46.5M +1,110,200 +549%

HIG Hedge Fund Activity: Q3 2016 in Review

581 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q3 2016, worth a combined $14.3B — down 7% from $15.4B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of HIG and 56 opened new positions — a net loss of 27 holders — while 262 trimmed existing stakes and 161 added.

The largest buyer was JP Morgan Chase, adding an estimated $370M. The largest seller was Viking Global Investors, exiting entirely with an estimated $160M sold.

  • 581 institutional investors held Hartford Financial Services (HIG) as of Q3 2016, down from 616 in Q2 2016.
  • Funds reported $14.3B of Hartford Financial Services stock for Q3 2016, down 7% quarter-over-quarter.
  • 56 funds opened new Hartford Financial Services positions in Q3 2016 and 83 closed out, a net change of -27 holders.
  • The largest Hartford Financial Services buyer in Q3 2016 was JP Morgan Chase, an estimated $370M added.
  • The largest Hartford Financial Services seller in Q3 2016 was Viking Global Investors, an estimated $160M sold.

Based on aggregated 13F filings for Q3 2016.