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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
HCM
526
Highlander Capital Management
New Jersey
$18.6K
EFSCE
527
Enterprise Financial Services Corp (EFSC)
Missouri
$18K
SFPIA
528
Stevens First Principles Investment Advisors
California
$17K -$85K -2,350 -84%
HR
529
Howe & Rusling
New York
$17K +$1.12K +31 +7%
HFM
530
Hartford Financial Management
Connecticut
$16K
LWA
531
Lenox Wealth Advisors
New York
$16K
MCM
532
Manchester Capital Management
Vermont
$15K -$25.9K -717 -65%
GAM
533
Gemmer Asset Management
California
$15K
PMAM
534
Picton Mahoney Asset Management
Ontario, Canada
$14.1K -$3.61M -99,800 -21%
AIM
535
Artemis Investment Management
United Kingdom
$14K +$13.8K +381 New
CAW
536
Cornerstone Advisors (Washington)
Washington
$13K -$507 -14 -4%
PVH
537
Psagot Value Holdings
Israel
$13K
KTC
538
Kistler-Tiffany Companies
Pennsylvania
$12K -$145 -4 -1%
TFO
539
Tarbox Family Office
California
$12K +$326 +9 +3%
BC
540
Bartlett & Co
Ohio
$11K
RIA
541
Regal Investment Advisors
Michigan
$11K
VIA
542
Vantage Investment Advisors
Pennsylvania
$10K
SNT
543
Security National Trust
West Virginia
$10K +$2.46K +68 +34%
KT
544
Kanaly Trust
Texas
$9K
CAL
545
Capital Advisors Ltd
Ohio
$8K -$36 -1 -0.5%
JIC
546
Joel Isaacson & Co
New York
$8K
OC
547
Oakworth Capital
Alabama
$8K
WAS
548
Winch Advisory Services
Wisconsin
$8K +$36 +1 +0.3%
AC
549
Alexandria Capital
Virginia
$7K -$33.3K -920 -82%
PMFA
550
Plante Moran Financial Advisors
Michigan
$7K -$1.41K -39 -16%

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.