We are live on ! Find out more
HIG icon

Hartford Financial Services

611 hedge funds and large institutions have $16.2B invested in Hartford Financial Services in 2016 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 196 increasing their positions, 267 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.19% more ownership

Funds ownership: 87.75%90.94% (+3.2%)

4% more capital invested

Capital invested by funds: $15.5B → $16.2B (+$651M)

3% less funds holding

Funds holding: 632611 (-21)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

22% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 74

27% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 267

61% less call options, than puts

Call options by funds: $69.8M | Put options by funds: $177M

Holders
611
Holders Change
-21
Holders Change %
-3.32%
% of All Funds
16.28%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.29%
New
58
Increased
196
Reduced
267
Closed
74
Calls
$69.8M
Puts
$177M
Net Calls
-$107M
Net Calls Change
-$96.5M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$62.1M -$387K -9,200 -0.7%
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$59.8M +$1.2M +28,526 +2%
ACA
53
Anchor Capital Advisors
Massachusetts
$59.5M -$2.24M -53,287 -4%
Prudential Financial
54
Prudential Financial
New Jersey
$58.4M +$3.09M +73,550 +6%
Massachusetts Financial Services
55
Massachusetts Financial Services
Massachusetts
$58.3M +$5.16M +122,817 +11%
UBS Group
56
UBS Group
Switzerland
$56.6M -$20.8M -494,272 -29%
AL
57
AJO LP
Pennsylvania
$54.9M +$10.8M +257,309 +28%
PPA
58
Parametric Portfolio Associates
Washington
$54.9M +$1.3M +30,958 +3%
SCM
59
Snow Capital Management
Pennsylvania
$53.7M -$24.7M -587,294 -34%
Charles Schwab
60
Charles Schwab
California
$53M -$510K -12,129 -1%
OSAM
61
O'Shaughnessy Asset Management
Connecticut
$52.6M +$3.5M +83,218 +8%
SIA
62
Sit Investment Associates
Minnesota
$50.6M +$10.7M +254,200 +30%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$48.9M -$1.82M -43,205 -4%
Citadel Advisors
64
Citadel Advisors
Florida
$48.4M +$6.05M +143,853 +16%
Swiss National Bank
65
Swiss National Bank
Switzerland
$47M +$13.1M +310,800 +41%
Grantham, Mayo, Van Otterloo & Co (GMO)
66
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$45.3M +$3.57M +84,900 +9%
Deutsche Bank
67
Deutsche Bank
Germany
$44.8M -$12.3M -292,636 -23%
Los Angeles Capital Management
68
Los Angeles Capital Management
California
$43.2M -$29.1M -693,328 -43%
State of Wisconsin Investment Board
69
State of Wisconsin Investment Board
Wisconsin
$42M -$3.45M -82,030 -8%
RFC
70
Russell Frank Company
Washington
$41.3M -$8.62M -205,199 -19%
VNIM
71
Vaughan Nelson Investment Management
Texas
$40.4M +$36.8M +876,475 New
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$39.9M +$2.68M +63,659 +8%
Morgan Stanley
73
Morgan Stanley
New York
$39.7M -$58.8M -1,398,758 -62%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39.5M -$1.31M -31,076 -4%
Mitsubishi UFJ Trust & Banking
75
Mitsubishi UFJ Trust & Banking
Japan
$39.3M -$126K -3,006 -0.4%

HIG Hedge Fund Activity: Q1 2016 in Review

611 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q1 2016, worth a combined $16.2B — up 4.2% from $15.5B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of HIG and 58 opened new positions — a net loss of 16 holders — while 267 trimmed existing stakes and 196 added.

The largest buyer was Royal London Asset Management, adding an estimated $189M. The largest seller was ClearBridge LLC (Maryland), exiting entirely with an estimated $65.6M sold.

  • 611 institutional investors held Hartford Financial Services (HIG) as of Q1 2016, down from 632 in Q4 2015.
  • Funds reported $16.2B of Hartford Financial Services stock for Q1 2016, up 4.2% quarter-over-quarter.
  • 58 funds opened new Hartford Financial Services positions in Q1 2016 and 74 closed out, a net change of -16 holders.
  • The largest Hartford Financial Services buyer in Q1 2016 was Royal London Asset Management, an estimated $189M added.
  • The largest Hartford Financial Services seller in Q1 2016 was ClearBridge LLC (Maryland), an estimated $65.6M sold.

Based on aggregated 13F filings for Q1 2016.