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Hartford Financial Services

557 hedge funds and large institutions have $14.3B invested in Hartford Financial Services in 2014 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 183 increasing their positions, 224 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $160M | Put options by funds: $102M

15% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 41

0% more funds holding

Funds holding: 555557 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

0% less capital invested

Capital invested by funds: $14.3B → $14.3B (-$1.69M)

2.09% less ownership

Funds ownership: 90.86%88.77% (-2.1%)

18% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 224

Holders
557
Holders Change
+2
Holders Change %
+0.36%
% of All Funds
16.01%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.46%
New
47
Increased
183
Reduced
224
Closed
41
Calls
$160M
Puts
$102M
Net Calls
+$57.6M
Net Calls Change
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.11B +$34.9M +992,816 +3%
State Street
2
State Street
Massachusetts
$913M -$5.44M -154,587 -0.6%
JP Morgan Chase
3
JP Morgan Chase
New York
$865M +$254M +7,203,867 +42%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$442M +$13.8M +391,454 +3%
BIT
5
BlackRock Institutional Trust
California
$436M +$8.34M +236,865 +2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$429M -$23.1M -655,786 -5%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$374M +$12.2M +346,329 +3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$330M +$741K +21,062 +0.2%
SP
9
Sarasin & Partners
United Kingdom
$296M -$315K -8,952 -0.1%
RP
10
RR Partners
New York
$290M +$4.4M +125,000 +2%
NIMC
11
NWQ Investment Management Company
California
$271M -$107M -3,052,387 -29%
Lazard Asset Management
12
Lazard Asset Management
New York
$268M -$26.6M -756,241 -9%
PI
13
Putnam Investments
Massachusetts
$254M +$8.31M +235,983 +3%
BG
14
BlackRock Group
United Kingdom
$230M +$6.67M +189,508 +3%
Northern Trust
15
Northern Trust
Illinois
$219M -$18.9M -537,343 -8%
BFA
16
BlackRock Fund Advisors
California
$210M +$4.19M +118,986 +2%
LSV Asset Management
17
LSV Asset Management
Illinois
$209M +$12.4M +352,900 +6%
ETC
18
Evercore Trust Company
New York
$206M -$2.26M -64,291 -1%
Goldman Sachs
19
Goldman Sachs
New York
$189M -$25M -708,892 -12%
GE
20
General Electric
Ohio
$188M +$9.62M +273,190 +5%
TCIM
21
TIAA CREF Investment Management
New York
$184M -$32.2M -913,842 -15%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$178M +$1.74M +49,395 +1%
WHG
23
Westwood Holdings Group
Texas
$172M +$3.36M +95,552 +2%
CRM
24
Cramer Rosenthal McGlynn
Connecticut
$168M -$18.1M -515,145 -10%
PC
25
Paulson & Co
New York
$160M -$52.6M -1,494,900 -25%

HIG Hedge Fund Activity: Q2 2014 in Review

557 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2014, worth a combined $14.3B — down 0.01% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new HIG positions and 41 closed out — a net gain of 6 holders — while 183 added to existing stakes and 224 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $254M. The largest seller was Suntrust Banks, cutting an estimated $131M.

  • 557 institutional investors held Hartford Financial Services (HIG) as of Q2 2014, up from 555 in Q1 2014.
  • Funds reported $14.3B of Hartford Financial Services stock for Q2 2014, down 0.01% quarter-over-quarter.
  • 47 funds opened new Hartford Financial Services positions in Q2 2014 and 41 closed out, a net change of +6 holders.
  • The largest Hartford Financial Services buyer in Q2 2014 was JP Morgan Chase, an estimated $254M added.
  • The largest Hartford Financial Services seller in Q2 2014 was Suntrust Banks, an estimated $131M sold.

Based on aggregated 13F filings for Q2 2014.