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Hartford Financial Services

632 hedge funds and large institutions have $15.5B invested in Hartford Financial Services in 2015 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 195 increasing their positions, 262 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 54

3% more funds holding

Funds holding: 614632 (+18)

2.37% less ownership

Funds ownership: 90.13%87.75% (-2.4%)

9% less capital invested

Capital invested by funds: $17B → $15.5B (-$1.49B)

11% less call options, than puts

Call options by funds: $90.6M | Put options by funds: $101M

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

26% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 262

Holders
632
Holders Change
+18
Holders Change %
+2.93%
% of All Funds
16.58%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.34%
New
81
Increased
195
Reduced
262
Closed
54
Calls
$90.6M
Puts
$101M
Net Calls
-$10.7M
Net Calls Change
+$35M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.49B +$25.8M +562,559 +2%
State Street
2
State Street
Massachusetts
$993M +$1.95M +42,556 +0.2%
JP Morgan Chase
3
JP Morgan Chase
New York
$882M +$1.01M +22,077 +0.1%
BIT
4
BlackRock Institutional Trust
California
$575M -$51.5M -1,123,726 -8%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$455M -$1.49M -32,588 -0.3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$408M -$37.9M -826,082 -8%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$359M -$3.15M -68,702 -0.8%
Allianz Asset Management
8
Allianz Asset Management
Germany
$323M -$10.1M -219,758 -3%
RP
9
RR Partners
New York
$321M -$10.5M -229,000 -3%
AAMU
10
Amundi Asset Management US
Massachusetts
$311M +$30M +654,257 +10%
LSV Asset Management
11
LSV Asset Management
Illinois
$298M +$2.48M +54,152 +0.8%
Invesco
12
Invesco
Georgia
$287M +$9.27M +202,168 +3%
BFA
13
BlackRock Fund Advisors
California
$282M +$3.95M +86,140 +1%
Lazard Asset Management
14
Lazard Asset Management
New York
$235M +$10.7M +233,455 +5%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$234M -$107M -2,339,999 -30%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$230M +$1M +21,816 +0.4%
Northern Trust
17
Northern Trust
Illinois
$230M -$23.4M -510,747 -9%
BG
18
BlackRock Group
United Kingdom
$227M -$18.8M -410,068 -7%
ETC
19
Evercore Trust Company
New York
$219M -$2.65M -57,766 -1%
WHG
20
Westwood Holdings Group
Texas
$203M -$3.23M -70,502 -1%
SP
21
Sarasin & Partners
United Kingdom
$188M -$66.6M -1,452,697 -25%
AIM
22
abrdn Investment Management
United Kingdom
$179M +$189M +4,111,548 New
BA
23
BlackRock Advisors
Delaware
$161M -$4.34M -94,697 -2%
GE
24
General Electric
Ohio
$158M -$22.3M -485,747 -12%
Bank of America
25
Bank of America
North Carolina
$156M -$35.3M -770,738 -18%

HIG Hedge Fund Activity: Q4 2015 in Review

632 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2015, worth a combined $15.5B — down 8.8% from $17B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new HIG positions and 54 closed out — a net gain of 27 holders — while 195 added to existing stakes and 262 trimmed.

The largest buyer was abrdn Investment Management, opening a new position worth an estimated $189M. The largest seller was AJO LP, cutting an estimated $132M.

  • 632 institutional investors held Hartford Financial Services (HIG) as of Q4 2015, up from 614 in Q3 2015.
  • Funds reported $15.5B of Hartford Financial Services stock for Q4 2015, down 8.8% quarter-over-quarter.
  • 81 funds opened new Hartford Financial Services positions in Q4 2015 and 54 closed out, a net change of +27 holders.
  • The largest Hartford Financial Services buyer in Q4 2015 was abrdn Investment Management, an estimated $189M added.
  • The largest Hartford Financial Services seller in Q4 2015 was AJO LP, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2015.