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Hartford Financial Services

531 hedge funds and large institutions have $13.1B invested in Hartford Financial Services in 2013 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 202 increasing their positions, 203 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 33

45% more call options, than puts

Call options by funds: $189M | Put options by funds: $130M

2% more funds holding

Funds holding: 520531 (+11)

1% more capital invested

Capital invested by funds: $13.1B → $13.1B (+$82.5M)

0.31% more ownership

Funds ownership: 92.76%93.07% (+0.31%)

0% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 203

27% less funds holding in top 10

Funds holding in top 10: 2619 (-7)

Holders
531
Holders Change
+11
Holders Change %
+2.12%
% of All Funds
17.22%
Holding in Top 10
19
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-26.92%
% of All Funds
0.62%
New
48
Increased
202
Reduced
203
Closed
33
Calls
$189M
Puts
$130M
Net Calls
+$58.4M
Net Calls Change
+$29M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$901M +$17.7M +565,536 +2%
State Street
2
State Street
Massachusetts
$824M +$2.24M +71,719 +0.3%
JP Morgan Chase
3
JP Morgan Chase
New York
$742M +$178M +5,698,508 +31%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$459M -$21.3M -682,991 -4%
NIMC
5
NWQ Investment Management Company
California
$388M -$60.9M -1,950,194 -14%
Lord, Abbett & Co
6
Lord, Abbett & Co
New Jersey
$371M -$83M -2,660,355 -18%
BIT
7
BlackRock Institutional Trust
California
$369M -$7.11M -227,739 -2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$360M +$3.09M +99,090 +0.9%
Goldman Sachs
9
Goldman Sachs
New York
$320M -$20.3M -649,060 -6%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$316M -$88.6M -2,838,718 -22%
RP
11
RR Partners
New York
$239M
SP
12
Sarasin & Partners
United Kingdom
$234M -$67.7M -2,168,027 -22%
TCIM
13
TIAA CREF Investment Management
New York
$209M +$19.6M +626,324 +10%
ETC
14
Evercore Trust Company
New York
$200M -$6.44M -206,440 -3%
Northern Trust
15
Northern Trust
Illinois
$195M -$5.51M -176,403 -3%
PC
16
Paulson & Co
New York
$186M
BFA
17
BlackRock Fund Advisors
California
$177M +$2.03M +65,069 +1%
LSV Asset Management
18
LSV Asset Management
Illinois
$175M +$1.98M +63,500 +1%
PI
19
Putnam Investments
Massachusetts
$173M +$57.6M +1,843,785 +50%
WHG
20
Westwood Holdings Group
Texas
$155M +$603K +19,320 +0.4%
Citadel Advisors
21
Citadel Advisors
Florida
$152M +$137M +4,384,953 +858%
MCM
22
Moore Capital Management
New York
$149M -$93.7M -3,000,000 -38%
Lazard Asset Management
23
Lazard Asset Management
New York
$143M +$52.1M +1,667,408 +57%
SI
24
Scout Investments
Missouri
$141M -$5.1M -163,311 -3%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$141M +$2.03M +65,100 +1%

HIG Hedge Fund Activity: Q3 2013 in Review

531 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q3 2013, worth a combined $13.1B — up 0.63% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new HIG positions and 33 closed out — a net gain of 15 holders — while 202 added to existing stakes and 203 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $178M. The largest seller was Diamond Hill Capital Management, cutting an estimated $107M.

  • 531 institutional investors held Hartford Financial Services (HIG) as of Q3 2013, up from 520 in Q2 2013.
  • Funds reported $13.1B of Hartford Financial Services stock for Q3 2013, up 0.63% quarter-over-quarter.
  • 48 funds opened new Hartford Financial Services positions in Q3 2013 and 33 closed out, a net change of +15 holders.
  • The largest Hartford Financial Services buyer in Q3 2013 was JP Morgan Chase, an estimated $178M added.
  • The largest Hartford Financial Services seller in Q3 2013 was Diamond Hill Capital Management, an estimated $107M sold.

Based on aggregated 13F filings for Q3 2013.