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Hartford Financial Services

607 hedge funds and large institutions have $14.5B invested in Hartford Financial Services in 2018 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 196 increasing their positions, 223 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $62.8M | Put options by funds: $21.9M

1.6% more ownership

Funds ownership: 90.59%92.19% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

6% less funds holding

Funds holding: 644607 (-37)

10% less capital invested

Capital invested by funds: $16.2B → $14.5B (-$1.68B)

12% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 223

30% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 107

Holders
607
Holders Change
-37
Holders Change %
-5.75%
% of All Funds
13.52%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
75
Increased
196
Reduced
223
Closed
107
Calls
$62.8M
Puts
$21.9M
Net Calls
+$40.9M
Net Calls Change
+$55.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
51
PGGM Investments
Netherlands
$46.3M -$6.9M -153,303 -13%
Morgan Stanley
52
Morgan Stanley
New York
$46.1M -$7.08M -157,378 -13%
Renaissance Technologies
53
Renaissance Technologies
New York
$45.9M +$955K +21,222 +2%
SC
54
Samlyn Capital
New York
$44.6M -$8.14M -180,915 -15%
PCM
55
Prana Capital Management
Connecticut
$42.4M +$25.8M +573,640 +151%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$41.7M +$9.63M +214,160 +30%
State of Wisconsin Investment Board
57
State of Wisconsin Investment Board
Wisconsin
$41.5M +$3.39M +75,413 +9%
Wells Fargo
58
Wells Fargo
California
$39.5M -$8.62M -191,718 -18%
Russell Investments Group
59
Russell Investments Group
United Kingdom
$39.2M +$8.09M +179,890 +25%
CS
60
Credit Suisse
Switzerland
$38.2M +$7.66M +170,204 +25%
YCMGA
61
York Capital Management Global Advisors
New York
$37.6M -$68M -1,512,147 -64%
Victory Capital Management
62
Victory Capital Management
Texas
$37.4M +$37.6M +835,865 +15,712%
OSAM
63
O'Shaughnessy Asset Management
Connecticut
$36.5M -$37.1M -824,629 -50%
Prudential Financial
64
Prudential Financial
New Jersey
$35.1M +$1.31M +29,188 +4%
Two Sigma Investments
65
Two Sigma Investments
New York
$34.4M -$38.3M -852,300 -52%
PAM
66
Panagora Asset Management
Massachusetts
$34.4M +$16.4M +364,925 +89%
ClearBridge Investments
67
ClearBridge Investments
New York
$33.8M -$1.11M -24,570 -3%
Neuberger Berman Group
68
Neuberger Berman Group
New York
$32.8M +$907K +20,166 +3%
O
69
OppenheimerFunds
New York
$31.3M -$860K -19,110 -3%
First Trust Advisors
70
First Trust Advisors
Illinois
$29.7M +$8.59M +190,925 +40%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$29.1M -$223K -4,951 -0.8%
T. Rowe Price Associates
72
T. Rowe Price Associates
Maryland
$29.1M +$202K +4,492 +0.7%
UBS Group
73
UBS Group
Switzerland
$28.8M -$7.02M -156,060 -19%
AGA
74
Altrinsic Global Advisors
Connecticut
$28.6M +$28.9M +642,963 New
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$27.9M +$3.01M +66,924 +12%

HIG Hedge Fund Activity: Q4 2018 in Review

607 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2018, worth a combined $14.5B — down 10% from $16.2B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of HIG and 75 opened new positions — a net loss of 32 holders — while 223 trimmed existing stakes and 196 added.

The largest buyer was AJO LP, adding an estimated $130M. The largest seller was Bank of New York Mellon, cutting an estimated $77.5M.

  • 607 institutional investors held Hartford Financial Services (HIG) as of Q4 2018, down from 644 in Q3 2018.
  • Funds reported $14.5B of Hartford Financial Services stock for Q4 2018, down 10% quarter-over-quarter.
  • 75 funds opened new Hartford Financial Services positions in Q4 2018 and 107 closed out, a net change of -32 holders.
  • The largest Hartford Financial Services buyer in Q4 2018 was AJO LP, an estimated $130M added.
  • The largest Hartford Financial Services seller in Q4 2018 was Bank of New York Mellon, an estimated $77.5M sold.

Based on aggregated 13F filings for Q4 2018.