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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
Pzena Investment Management
51
Pzena Investment Management
New York
$64.8M +$3.61M +99,750 +6%
Bank of America
52
Bank of America
North Carolina
$64.3M -$2.82M -77,817 -4%
AllianceBernstein
53
AllianceBernstein
Tennessee
$64.2M -$10.9M -301,293 -15%
Norges Bank
54
Norges Bank
Norway
$63M -$13M -358,890 -18%
UBS AM
55
UBS AM
Illinois
$60M +$1.75M +48,314 +3%
MAA
56
Managed Account Advisors
New Jersey
$58.6M -$6.17M -170,511 -10%
CC
57
Carlson Capital
Texas
$56.6M -$1.89M -52,339 -3%
HEIP
58
Hudson Edge Investment Partners
New Jersey
$56.5M -$1.18M -32,661 -2%
Deutsche Bank
59
Deutsche Bank
Germany
$54.8M -$5.93M -163,925 -10%
MVP
60
Miller Value Partners
Florida
$53.4M +$1.32M +36,500 +3%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$51.2M +$4.09M +112,974 +9%
ACA
62
Anchor Capital Advisors
Massachusetts
$48.9M -$2.24M -61,924 -5%
CS
63
Credit Suisse
Switzerland
$47.6M -$820K -22,657 -2%
PPA
64
Parametric Portfolio Associates
Washington
$46.2M -$1.79M -49,399 -4%
DC
65
Davenport & Co
Virginia
$45.3M +$1.04M +28,703 +2%
State of Wisconsin Investment Board
66
State of Wisconsin Investment Board
Wisconsin
$44.2M +$8.24M +227,821 +24%
PMG
67
Private Management Group
California
$43.9M -$9.47M -261,568 -18%
CCM
68
Cobalt Capital Management
New Jersey
$43.6M +$1.81M +50,000 +4%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$43.1M -$6.56M -181,258 -14%
Morgan Stanley
70
Morgan Stanley
New York
$41.2M -$17.5M -482,588 -30%
Brown Advisory
71
Brown Advisory
Maryland
$41.1M +$49.6K +1,371 +0.1%
Charles Schwab
72
Charles Schwab
California
$40.9M +$506K +13,985 +1%
GC
73
Guggenheim Capital
Illinois
$40.7M +$2.04M +56,331 +5%
Sumitomo Mitsui Trust Group
74
Sumitomo Mitsui Trust Group
Japan
$40.3M +$1.11M +30,714 +3%
GC
75
GMT Capital
Georgia
$39.1M +$9.1M +251,500 +32%

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.