We are live on ! Find out more
HIG icon

Hartford Financial Services

616 hedge funds and large institutions have $15.4B invested in Hartford Financial Services in 2016 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 185 increasing their positions, 255 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $58.4M | Put options by funds: $45.6M

24% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 50

1% more funds holding

Funds holding: 611616 (+5)

5% less capital invested

Capital invested by funds: $16.2B → $15.4B (-$767M)

2.38% less ownership

Funds ownership: 90.94%88.56% (-2.4%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

27% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 255

Holders
616
Holders Change
+5
Holders Change %
+0.82%
% of All Funds
16.44%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
62
Increased
185
Reduced
255
Closed
50
Calls
$58.4M
Puts
$45.6M
Net Calls
+$12.8M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.55B -$6.02M -134,921 -0.4%
State Street
2
State Street
Massachusetts
$989M -$24.6M -551,436 -2%
JP Morgan Chase
3
JP Morgan Chase
New York
$932M +$43.3M +970,635 +5%
BIT
4
BlackRock Institutional Trust
California
$542M +$2.83M +63,383 +0.5%
Invesco
5
Invesco
Georgia
$490M +$69.8M +1,563,820 +17%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$481M -$3.42M -76,642 -0.7%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$402M -$28.6M -640,872 -7%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$338M -$29.5M -661,831 -8%
RP
9
RR Partners
New York
$308M -$10.7M -240,000 -3%
LSV Asset Management
10
LSV Asset Management
Illinois
$281M -$17.5M -392,436 -6%
BFA
11
BlackRock Fund Advisors
California
$274M +$3.46M +77,454 +1%
AIM
12
abrdn Investment Management
United Kingdom
$272M -$1.52M -33,959 -0.6%
Allianz Asset Management
13
Allianz Asset Management
Germany
$238M -$40.4M -906,080 -14%
Lazard Asset Management
14
Lazard Asset Management
New York
$233M +$1.46M +32,712 +0.6%
Northern Trust
15
Northern Trust
Illinois
$227M -$5.1M -114,189 -2%
AAMU
16
Amundi Asset Management US
Massachusetts
$227M -$130M -2,901,424 -36%
ETC
17
Evercore Trust Company
New York
$217M -$5.41M -121,241 -2%
BG
18
BlackRock Group
United Kingdom
$214M -$4.22M -94,447 -2%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$203M +$632K +14,157 +0.3%
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$176M -$56.7M -1,270,917 -24%
Ninety One (UK)
21
Ninety One (UK)
United Kingdom
$174M +$50.3M +1,127,015 +38%
BA
22
BlackRock Advisors
Delaware
$166M +$7.65M +171,407 +5%
Viking Global Investors
23
Viking Global Investors
Connecticut
$160M +$161M +3,600,912 New
PP
24
Prudential plc
United Kingdom
$157M +$11M +245,410 +7%
PI
25
Putnam Investments
Massachusetts
$157M +$3.1M +69,436 +2%

HIG Hedge Fund Activity: Q2 2016 in Review

616 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2016, worth a combined $15.4B — down 4.7% from $16.2B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new HIG positions and 50 closed out — a net gain of 12 holders — while 185 added to existing stakes and 255 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $161M. The largest seller was Royal London Asset Management, cutting an estimated $201M.

  • 616 institutional investors held Hartford Financial Services (HIG) as of Q2 2016, up from 611 in Q1 2016.
  • Funds reported $15.4B of Hartford Financial Services stock for Q2 2016, down 4.7% quarter-over-quarter.
  • 62 funds opened new Hartford Financial Services positions in Q2 2016 and 50 closed out, a net change of +12 holders.
  • The largest Hartford Financial Services buyer in Q2 2016 was Viking Global Investors, an estimated $161M added.
  • The largest Hartford Financial Services seller in Q2 2016 was Royal London Asset Management, an estimated $201M sold.

Based on aggregated 13F filings for Q2 2016.