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Hartford Financial Services

604 hedge funds and large institutions have $15.8B invested in Hartford Financial Services in 2016 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 177 increasing their positions, 238 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 53

10% more capital invested

Capital invested by funds: $14.3B → $15.8B (+$1.49B)

4% more funds holding

Funds holding: 581604 (+23)

0.31% less ownership

Funds ownership: 88.29%87.97% (-0.31%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

26% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 238

71% less call options, than puts

Call options by funds: $99.9M | Put options by funds: $344M

Holders
604
Holders Change
+23
Holders Change %
+3.96%
% of All Funds
15.1%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
83
Increased
177
Reduced
238
Closed
53
Calls
$99.9M
Puts
$344M
Net Calls
-$244M
Net Calls Change
-$301M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.68B +$18M +392,217 +1%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.44B +$13.8M +301,928 +1%
State Street
3
State Street
Massachusetts
$1.2B +$47M +1,025,637 +4%
Invesco
4
Invesco
Georgia
$617M +$30.1M +657,311 +5%
BIT
5
BlackRock Institutional Trust
California
$529M -$3.21M -69,932 -0.6%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$483M -$19.6M -427,308 -4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$360M +$6.69M +145,908 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$347M -$42.6M -929,212 -11%
BFA
9
BlackRock Fund Advisors
California
$332M +$25.7M +560,501 +9%
RP
10
RR Partners
New York
$286M
LSV Asset Management
11
LSV Asset Management
Illinois
$285M -$8.37M -182,474 -3%
AIM
12
abrdn Investment Management
United Kingdom
$282M +$4.92M +107,375 +2%
Goldman Sachs
13
Goldman Sachs
New York
$259M -$54.3M -1,183,340 -18%
Diamond Hill Capital Management
14
Diamond Hill Capital Management
Ohio
$240M +$59.4M +1,295,584 +35%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$232M +$4.43M +96,701 +2%
ETC
16
Evercore Trust Company
New York
$219M -$6.41M -139,749 -3%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$213M +$4.72M +103,000 +2%
BG
18
BlackRock Group
United Kingdom
$209M +$6.5M +141,749 +3%
Northern Trust
19
Northern Trust
Illinois
$205M -$34.7M -757,352 -15%
PP
20
Prudential plc
United Kingdom
$194M +$9.5M +207,200 +5%
VOYA Investment Management
21
VOYA Investment Management
Georgia
$182M +$6M +130,779 +4%
Bank of America
22
Bank of America
North Carolina
$179M +$10.7M +232,956 +7%
PI
23
Putnam Investments
Massachusetts
$168M -$34M -741,338 -17%
Franklin Resources
24
Franklin Resources
California
$165M +$98.5M +2,147,088 +163%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$163M +$4.92M +107,387 +3%

HIG Hedge Fund Activity: Q4 2016 in Review

604 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2016, worth a combined $15.8B — up 10% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new HIG positions and 53 closed out — a net gain of 30 holders — while 177 added to existing stakes and 238 trimmed.

The largest buyer was Franklin Resources, adding an estimated $98.5M. The largest seller was Virtus Fund Advisers, cutting an estimated $96.7M.

  • 604 institutional investors held Hartford Financial Services (HIG) as of Q4 2016, up from 581 in Q3 2016.
  • Funds reported $15.8B of Hartford Financial Services stock for Q4 2016, up 10% quarter-over-quarter.
  • 83 funds opened new Hartford Financial Services positions in Q4 2016 and 53 closed out, a net change of +30 holders.
  • The largest Hartford Financial Services buyer in Q4 2016 was Franklin Resources, an estimated $98.5M added.
  • The largest Hartford Financial Services seller in Q4 2016 was Virtus Fund Advisers, an estimated $96.7M sold.

Based on aggregated 13F filings for Q4 2016.