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Hartford Financial Services

581 hedge funds and large institutions have $14.3B invested in Hartford Financial Services in 2016 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 161 increasing their positions, 262 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $123M | Put options by funds: $65.5M

0.27% less ownership

Funds ownership: 88.56%88.29% (-0.27%)

6% less funds holding

Funds holding: 616581 (-35)

7% less capital invested

Capital invested by funds: $15.4B → $14.3B (-$1.09B)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

33% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 83

39% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 262

Holders
581
Holders Change
-35
Holders Change %
-5.68%
% of All Funds
15.5%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
56
Increased
161
Reduced
262
Closed
83
Calls
$123M
Puts
$65.5M
Net Calls
+$57.7M
Net Calls Change
+$44.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$54.7M -$1.06M -25,387 -2%
Citadel Advisors
52
Citadel Advisors
Florida
$53.9M +$44.7M +1,066,972 +559%
Prudential Financial
53
Prudential Financial
New Jersey
$50.5M -$3.04M -72,580 -6%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$50.4M -$4.4M -105,100 -8%
AQR Capital Management
55
AQR Capital Management
Connecticut
$50.3M -$55.1M -1,316,650 -53%
WG
56
Winton Group
United Kingdom
$50.2M -$6.91M -165,177 -12%
Charles Schwab
57
Charles Schwab
California
$49.9M +$274K +6,552 +0.6%
AL
58
AJO LP
Pennsylvania
$49M -$2.39M -57,058 -5%
PPA
59
Parametric Portfolio Associates
Washington
$48.8M -$2.27M -54,161 -5%
UBS Group
60
UBS Group
Switzerland
$48.6M +$8.08M +193,012 +20%
Federated Hermes
61
Federated Hermes
Pennsylvania
$47.5M -$57.5M -1,374,698 -55%
EA
62
Emerald Acquisition
Washington
$46.9M +$7.49M +178,960 +20%
Swiss National Bank
63
Swiss National Bank
Switzerland
$46.8M -$812K -19,400 -2%
ECA
64
Endeavour Capital Advisors
Connecticut
$45.9M +$26.6M +635,972 +146%
Deutsche Bank
65
Deutsche Bank
Germany
$45.3M -$3.99M -95,352 -8%
VNIM
66
Vaughan Nelson Investment Management
Texas
$43.9M +$5.22M +124,640 +14%
APG Asset Management
67
APG Asset Management
Netherlands
$40.6M -$63.7M -1,521,454 -62%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$38.3M -$5.73M -137,025 -13%
State of Wisconsin Investment Board
69
State of Wisconsin Investment Board
Wisconsin
$38M -$431K -10,300 -1%
GC
70
Guggenheim Capital
Illinois
$37.7M +$4.27M +102,030 +13%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$36.8M +$310K +7,400 +0.9%
ACA
72
Anchor Capital Advisors
Massachusetts
$36.8M -$17.2M -411,223 -32%
DRZID
73
DePrince Race & Zollo Inc (DRZ)
Florida
$35.5M +$34.7M +828,602 New
Mitsubishi UFJ Trust & Banking
74
Mitsubishi UFJ Trust & Banking
Japan
$35.4M -$544K -12,999 -2%
Morgan Stanley
75
Morgan Stanley
New York
$35.2M -$41.5M -991,261 -55%

HIG Hedge Fund Activity: Q3 2016 in Review

581 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q3 2016, worth a combined $14.3B — down 7% from $15.4B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of HIG and 56 opened new positions — a net loss of 27 holders — while 262 trimmed existing stakes and 161 added.

The largest buyer was JP Morgan Chase, adding an estimated $370M. The largest seller was Viking Global Investors, exiting entirely with an estimated $160M sold.

  • 581 institutional investors held Hartford Financial Services (HIG) as of Q3 2016, down from 616 in Q2 2016.
  • Funds reported $14.3B of Hartford Financial Services stock for Q3 2016, down 7% quarter-over-quarter.
  • 56 funds opened new Hartford Financial Services positions in Q3 2016 and 83 closed out, a net change of -27 holders.
  • The largest Hartford Financial Services buyer in Q3 2016 was JP Morgan Chase, an estimated $370M added.
  • The largest Hartford Financial Services seller in Q3 2016 was Viking Global Investors, an estimated $160M sold.

Based on aggregated 13F filings for Q3 2016.