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Hartford Financial Services
HIG

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: 602 → 613 (+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: 9 → 6 (-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

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$191M
2
Invesco
Invesco
Georgia
+$80.5M
3
Principal Financial Group
Principal Financial Group
Iowa
+$72.5M
4
AAMU
Amundi Asset Management US
Massachusetts
+$55.1M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$53.6M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$253M
2
JCI
Jet Capital Investors
New York
-$112M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$58.1M
4
RP
RR Partners
New York
-$56.9M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$39.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
GBBWRPM
601
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$4K – – –
SAM
602
Shamrock Asset Management
Texas
$4K – – –
PWM
603
Perigon Wealth Management
California
$3K -$5.66K -104 -67%
AF
604
Allworth Financial
California
$3K – – –
NR
605
Newfound Research
Massachusetts
$2K -$54 -1 -3%
CMBA
606
C.M. Bidwell & Associates
Hawaii
$2K – – –
PCP
607
Proficio Capital Partners
Massachusetts
$2K – – –
SIA
608
Sit Investment Associates
Minnesota
$2K – – –
VNA
609
Valley National Advisers
Pennsylvania
$2K – – –
BWM
610
Baystate Wealth Management
Massachusetts
$1K – – –
CIM
611
Contravisory Investment Management
Massachusetts
$1K +$653 +12 New
Walleye Trading
612
Walleye Trading
New York
$45 -$2.47M -45,377 -98%
JCI
613
Jet Capital Investors
New York
– -$112M -2,128,119 Closed
DRZID
614
DePrince Race & Zollo Inc (DRZ)
Florida
– -$37.3M -710,014 Closed
MCM
615
Moore Capital Management
New York
– -$15.8M -300,000 Closed
CC
616
Carlson Capital
Texas
– -$15.2M -288,643 Closed
WI
617
WBI Investments
New Jersey
– -$10.4M -197,046 Closed
PIA
618
Piedmont Investment Advisors
North Carolina
– -$5.72M -108,786 Closed
HCM
619
Highbridge Capital Management
New York
– -$5.52M -105,000 Closed
Hudson Bay Capital Management
620
Hudson Bay Capital Management
Connecticut
– -$5.44M -100,000 Closed
FP
621
FDO Partners
Massachusetts
– -$4.71M -89,689 Closed
MCC
622
Malaga Cove Capital
California
– -$4.3M -82,086 Closed
IP
623
Interval Partners
New York
– -$4.08M -77,670 Closed
BCM
624
BlueCrest Capital Management
Jersey
– -$3.89M -73,960 Closed
Two Sigma Investments
625
Two Sigma Investments
New York
– -$3.82M -72,740 Closed
23 24
25
26 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.