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Hartford Financial Services

581 hedge funds and large institutions have $14.3B invested in Hartford Financial Services in 2016 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 161 increasing their positions, 262 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $123M | Put options by funds: $65.5M

0.27% less ownership

Funds ownership: 88.56%88.29% (-0.27%)

6% less funds holding

Funds holding: 616581 (-35)

7% less capital invested

Capital invested by funds: $15.4B → $14.3B (-$1.09B)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

33% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 83

39% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 262

Holders
581
Holders Change
-35
Holders Change %
-5.68%
% of All Funds
15.5%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
56
Increased
161
Reduced
262
Closed
83
Calls
$123M
Puts
$65.5M
Net Calls
+$57.7M
Net Calls Change
+$44.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.49B -$6.52M -155,771 -0.4%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.28B +$370M +8,835,456 +42%
State Street
3
State Street
Massachusetts
$1.03B +$76.9M +1,836,863 +8%
Invesco
4
Invesco
Georgia
$527M +$52.8M +1,262,479 +11%
BIT
5
BlackRock Institutional Trust
California
$478M -$43.9M -1,048,639 -9%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$452M -$11.7M -278,607 -3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$352M +$25.7M +613,345 +8%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$317M -$69M -1,648,621 -18%
Goldman Sachs
9
Goldman Sachs
New York
$283M +$183M +4,366,914 +194%
BFA
10
BlackRock Fund Advisors
California
$274M +$9.52M +227,514 +4%
LSV Asset Management
11
LSV Asset Management
Illinois
$264M -$7.02M -167,800 -3%
RP
12
RR Partners
New York
$257M -$38.7M -925,400 -13%
AIM
13
abrdn Investment Management
United Kingdom
$248M -$13.7M -326,699 -5%
Allianz Asset Management
14
Allianz Asset Management
Germany
$219M -$9.32M -222,652 -4%
Northern Trust
15
Northern Trust
Illinois
$217M -$2.02M -48,286 -0.9%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$205M +$8.36M +199,815 +4%
ETC
17
Evercore Trust Company
New York
$203M -$6.34M -151,461 -3%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$187M +$17M +405,038 +10%
PI
19
Putnam Investments
Massachusetts
$183M +$31.1M +744,289 +21%
BG
20
BlackRock Group
United Kingdom
$181M -$24.8M -593,705 -12%
PP
21
Prudential plc
United Kingdom
$165M +$13.1M +312,569 +9%
Diamond Hill Capital Management
22
Diamond Hill Capital Management
Ohio
$160M +$157M +3,746,598 New
VFA
23
Virtus Fund Advisers
Connecticut
$155M +$56.2M +1,342,039 +59%
Bank of America
24
Bank of America
North Carolina
$151M +$13.6M +323,874 +10%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$142M +$5.22M +124,795 +4%

HIG Hedge Fund Activity: Q3 2016 in Review

581 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q3 2016, worth a combined $14.3B — down 7% from $15.4B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of HIG and 56 opened new positions — a net loss of 27 holders — while 262 trimmed existing stakes and 161 added.

The largest buyer was JP Morgan Chase, adding an estimated $370M. The largest seller was Viking Global Investors, exiting entirely with an estimated $160M sold.

  • 581 institutional investors held Hartford Financial Services (HIG) as of Q3 2016, down from 616 in Q2 2016.
  • Funds reported $14.3B of Hartford Financial Services stock for Q3 2016, down 7% quarter-over-quarter.
  • 56 funds opened new Hartford Financial Services positions in Q3 2016 and 83 closed out, a net change of -27 holders.
  • The largest Hartford Financial Services buyer in Q3 2016 was JP Morgan Chase, an estimated $370M added.
  • The largest Hartford Financial Services seller in Q3 2016 was Viking Global Investors, an estimated $160M sold.

Based on aggregated 13F filings for Q3 2016.