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Hartford Financial Services

565 hedge funds and large institutions have $14.6B invested in Hartford Financial Services in 2014 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 172 increasing their positions, 247 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 35

12% more call options, than puts

Call options by funds: $219M | Put options by funds: $196M

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

1% more funds holding

Funds holding: 557565 (+8)

2% more capital invested

Capital invested by funds: $14.3B → $14.6B (+$322M)

0.89% less ownership

Funds ownership: 88.77%87.88% (-0.89%)

30% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 247

Holders
565
Holders Change
+8
Holders Change %
+1.44%
% of All Funds
16.39%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.49%
New
48
Increased
172
Reduced
247
Closed
35
Calls
$219M
Puts
$196M
Net Calls
+$23.3M
Net Calls Change
-$34.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.18B +$23M +636,710 +2%
State Street
2
State Street
Massachusetts
$949M -$744K -20,548 -0.1%
JP Morgan Chase
3
JP Morgan Chase
New York
$922M +$21.9M +605,289 +3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$454M -$5.17M -142,922 -1%
BIT
5
BlackRock Institutional Trust
California
$439M -$15M -413,216 -3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$409M -$36.4M -1,006,223 -8%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$371M -$17.8M -491,856 -5%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$334M -$8.81M -243,491 -3%
RP
9
RR Partners
New York
$302M
SP
10
Sarasin & Partners
United Kingdom
$292M -$15.5M -428,413 -5%
PI
11
Putnam Investments
Massachusetts
$271M +$6.69M +184,872 +3%
Lazard Asset Management
12
Lazard Asset Management
New York
$268M -$10.6M -293,763 -4%
LSV Asset Management
13
LSV Asset Management
Illinois
$246M +$27.2M +751,800 +13%
Northern Trust
14
Northern Trust
Illinois
$233M +$4.64M +128,278 +2%
BFA
15
BlackRock Fund Advisors
California
$223M +$4.32M +119,320 +2%
GE
16
General Electric
Ohio
$207M +$10.3M +285,894 +5%
ETC
17
Evercore Trust Company
New York
$206M -$7.64M -211,003 -4%
NIMC
18
NWQ Investment Management Company
California
$203M -$73.3M -2,025,373 -27%
TCIM
19
TIAA CREF Investment Management
New York
$183M -$8.49M -234,702 -5%
Goldman Sachs
20
Goldman Sachs
New York
$181M -$15.3M -424,125 -8%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$179M -$6.15M -169,930 -3%
BG
22
BlackRock Group
United Kingdom
$173M -$64.7M -1,788,511 -28%
WHG
23
Westwood Holdings Group
Texas
$167M -$11.3M -311,282 -6%
FAM
24
Fred Alger Management
New York
$165M +$160M +4,433,658 New
TA
25
Teachers Advisors
New York
$145M +$325K +8,983 +0.2%

HIG Hedge Fund Activity: Q3 2014 in Review

565 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q3 2014, worth a combined $14.6B — up 2.3% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new HIG positions and 35 closed out — a net gain of 13 holders — while 172 added to existing stakes and 247 trimmed.

The largest buyer was Fred Alger Management, opening a new position worth an estimated $160M. The largest seller was NWQ Investment Management Company, cutting an estimated $73.3M.

  • 565 institutional investors held Hartford Financial Services (HIG) as of Q3 2014, up from 557 in Q2 2014.
  • Funds reported $14.6B of Hartford Financial Services stock for Q3 2014, up 2.3% quarter-over-quarter.
  • 48 funds opened new Hartford Financial Services positions in Q3 2014 and 35 closed out, a net change of +13 holders.
  • The largest Hartford Financial Services buyer in Q3 2014 was Fred Alger Management, an estimated $160M added.
  • The largest Hartford Financial Services seller in Q3 2014 was NWQ Investment Management Company, an estimated $73.3M sold.

Based on aggregated 13F filings for Q3 2014.