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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
Lord, Abbett & Co
26
Lord, Abbett & Co
New Jersey
$147M -$18.8M -345,934 -12%
Massachusetts Financial Services
27
Massachusetts Financial Services
Massachusetts
$143M +$2.31M +42,473 +2%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$143M -$18.3M -336,859 -12%
Balyasny Asset Management
29
Balyasny Asset Management
Illinois
$123M -$32.4M -595,904 -21%
TA
30
Teachers Advisors
New York
$118M -$2.61M -48,044 -2%
Legal & General Group
31
Legal & General Group
United Kingdom
$112M +$1.61M +29,553 +1%
Principal Financial Group
32
Principal Financial Group
Iowa
$107M +$72.5M +1,333,127 +227%
Ameriprise
33
Ameriprise
Minnesota
$101M -$23.8M -437,487 -19%
Millennium Management
34
Millennium Management
New York
$93.7M +$19.8M +364,183 +27%
TCIM
35
TIAA CREF Investment Management
New York
$91.3M -$31.2M -573,136 -26%
AQR Capital Management
36
AQR Capital Management
Connecticut
$90.7M -$9.87M -181,431 -10%
Wells Fargo
37
Wells Fargo
California
$88.7M +$15.6M +286,588 +22%
Charles Schwab
38
Charles Schwab
California
$88.7M +$14.9M +273,474 +21%
Teacher Retirement System of Texas
39
Teacher Retirement System of Texas
Texas
$80.5M -$12.2M -224,778 -13%
UBS AM
40
UBS AM
Illinois
$78.8M -$4.18M -76,809 -5%
ClearBridge Investments
41
ClearBridge Investments
New York
$77.4M -$8.91M -163,797 -10%
Swiss National Bank
42
Swiss National Bank
Switzerland
$75.2M +$174K +3,200 +0.2%
PPA
43
Parametric Portfolio Associates
Washington
$73.7M +$8.58M +157,782 +13%
DZ Bank
44
DZ Bank
Germany
$71M +$1.33M +24,518 +2%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$65.1M +$2.3M +42,330 +4%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$62.2M +$175K +3,227 +0.3%
OSAM
47
O'Shaughnessy Asset Management
Connecticut
$60.5M +$13.6M +250,794 +30%
ASC
48
Atalanta Sosnoff Capital
New York
$59.5M +$26.9M +494,741 +86%
GC
49
Guggenheim Capital
Illinois
$59M +$174K +3,202 +0.3%
Deutsche Bank
50
Deutsche Bank
Germany
$58.5M -$20.8M -383,251 -27%

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.