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Hartford Financial Services

610 hedge funds and large institutions have $11.6B invested in Hartford Financial Services in 2020 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 196 increasing their positions, 248 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

0.77% more ownership

Funds ownership: 91.19%91.95% (+0.77%)

12% less funds holding

Funds holding: 697610 (-87)

14% less call options, than puts

Call options by funds: $51.4M | Put options by funds: $60M

21% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 248

42% less capital invested

Capital invested by funds: $20B → $11.6B (-$8.35B)

54% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 147

Holders
610
Holders Change
-87
Holders Change %
-12.48%
% of All Funds
13.44%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.13%
New
68
Increased
196
Reduced
248
Closed
147
Calls
$51.4M
Puts
$60M
Net Calls
-$8.59M
Net Calls Change
-$60.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Robeco Institutional Asset Management
26
Robeco Institutional Asset Management
Netherlands
$85.2M +$249K +4,773 +0.2%
Bank of America
27
Bank of America
North Carolina
$81.8M -$21.5M -412,284 -15%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$80.9M +$38.7M +742,777 +48%
PP
29
Prudential plc
United Kingdom
$80.8M -$22.8M -437,081 -16%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$80.4M +$45.6M +875,342 +62%
VOYA Investment Management
31
VOYA Investment Management
Georgia
$79.8M +$17.1M +328,655 +17%
Lord, Abbett & Co
32
Lord, Abbett & Co
New Jersey
$79.2M -$10.2M -194,821 -8%
AQR Capital Management
33
AQR Capital Management
Connecticut
$72.3M +$34M +652,043 +47%
MAMU
34
Marathon Asset Management (UK)
United Kingdom
$69.4M -$4.35M -83,577 -4%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$67.1M +$241K +4,624 +0.2%
Goldman Sachs
36
Goldman Sachs
New York
$61.9M -$26.2M -502,695 -22%
Swiss National Bank
37
Swiss National Bank
Switzerland
$61.8M +$15.7M +300,900 +21%
APG Asset Management
38
APG Asset Management
Netherlands
$61M -$15.6M -299,126 -15%
Charles Schwab
39
Charles Schwab
California
$60.5M +$1.12M +21,413 +1%
CVA
40
Ceredex Value Advisors
Florida
$60.2M +$11.2M +215,100 +15%
PPA
41
Parametric Portfolio Associates
Washington
$59.7M +$4.42M +84,813 +5%
First Trust Advisors
42
First Trust Advisors
Illinois
$56.3M +$18.1M +346,983 +28%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$54M +$2.98M +57,236 +4%
Allianz Asset Management
44
Allianz Asset Management
Germany
$53.1M +$3.15M +60,452 +4%
AL
45
AJO LP
Pennsylvania
$52.9M -$57.3M -1,100,629 -42%
Victory Capital Management
46
Victory Capital Management
Texas
$50.6M +$40.6M +779,370 +119%
SC
47
Samlyn Capital
New York
$47.4M +$34.4M +661,003 +97%
Wells Fargo
48
Wells Fargo
California
$46.9M -$9.6M -184,265 -12%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$45.1M -$9.73M -186,810 -13%
State of Wisconsin Investment Board
50
State of Wisconsin Investment Board
Wisconsin
$40.4M +$5M +96,009 +9%

HIG Hedge Fund Activity: Q1 2020 in Review

610 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q1 2020, worth a combined $11.6B — down 42% from $20B a quarter earlier.

Sellers outnumbered buyers: 147 funds closed out of HIG and 68 opened new positions — a net loss of 79 holders — while 248 trimmed existing stakes and 196 added.

The largest buyer was Norges Bank, adding an estimated $165M. The largest seller was Wellington Management Group, cutting an estimated $274M.

  • 610 institutional investors held Hartford Financial Services (HIG) as of Q1 2020, down from 697 in Q4 2019.
  • Funds reported $11.6B of Hartford Financial Services stock for Q1 2020, down 42% quarter-over-quarter.
  • 68 funds opened new Hartford Financial Services positions in Q1 2020 and 147 closed out, a net change of -79 holders.
  • The largest Hartford Financial Services buyer in Q1 2020 was Norges Bank, an estimated $165M added.
  • The largest Hartford Financial Services seller in Q1 2020 was Wellington Management Group, an estimated $274M sold.

Based on aggregated 13F filings for Q1 2020.