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Hartford Financial Services

610 hedge funds and large institutions have $15.9B invested in Hartford Financial Services in 2017 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 193 increasing their positions, 242 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

35% more call options, than puts

Call options by funds: $90.2M | Put options by funds: $66.9M

27% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 56

1.57% more ownership

Funds ownership: 87.97%89.55% (+1.6%)

1% more funds holding

Funds holding: 604610 (+6)

1% more capital invested

Capital invested by funds: $15.8B → $15.9B (+$96.5M)

20% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 242

Holders
610
Holders Change
+6
Holders Change %
+0.99%
% of All Funds
15.19%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.27%
New
71
Increased
193
Reduced
242
Closed
56
Calls
$90.2M
Puts
$66.9M
Net Calls
+$23.4M
Net Calls Change
+$267M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.75B +$57M +1,177,520 +3%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.31B -$139M -2,874,895 -10%
BlackRock
3
BlackRock
New York
$1.29B +$1.25B +25,838,834 +2,890%
State Street
4
State Street
Massachusetts
$1.14B -$69M -1,425,554 -6%
Invesco
5
Invesco
Georgia
$654M +$31.3M +646,222 +5%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$435M -$52.6M -1,086,269 -11%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$359M -$3.82M -78,955 -1%
Diamond Hill Capital Management
8
Diamond Hill Capital Management
Ohio
$295M +$53.1M +1,098,003 +22%
Franklin Resources
9
Franklin Resources
California
$294M +$129M +2,661,401 +77%
LSV Asset Management
10
LSV Asset Management
Illinois
$280M -$7.95M -164,300 -3%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$279M -$72.4M -1,495,954 -21%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$270M +$36.4M +751,114 +15%
RP
13
RR Partners
New York
$260M -$28.6M -590,700 -10%
ETC
14
Evercore Trust Company
New York
$216M -$5.24M -108,273 -2%
Goldman Sachs
15
Goldman Sachs
New York
$213M -$47.9M -989,942 -18%
Northern Trust
16
Northern Trust
Illinois
$207M -$203K -4,187 -0.1%
PP
17
Prudential plc
United Kingdom
$205M +$9.86M +203,718 +5%
VOYA Investment Management
18
VOYA Investment Management
Georgia
$195M +$11.4M +235,047 +6%
Bank of America
19
Bank of America
North Carolina
$180M -$292K -6,035 -0.2%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$176M +$11.8M +244,683 +7%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$166M +$143M +2,952,999 +579%
PI
22
Putnam Investments
Massachusetts
$160M -$10.1M -209,419 -6%
Lord, Abbett & Co
23
Lord, Abbett & Co
New Jersey
$157M -$58.1M -1,200,028 -27%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$133M +$134M +2,770,255 New
TG
25
TCW Group
California
$132M -$4.77M -98,635 -3%

HIG Hedge Fund Activity: Q1 2017 in Review

610 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q1 2017, worth a combined $15.9B — up 0.61% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new HIG positions and 56 closed out — a net gain of 15 holders — while 193 added to existing stakes and 242 trimmed.

The largest buyer was BlackRock, adding an estimated $1.25B. The largest seller was abrdn Investment Management, cutting an estimated $170M.

  • 610 institutional investors held Hartford Financial Services (HIG) as of Q1 2017, up from 604 in Q4 2016.
  • Funds reported $15.9B of Hartford Financial Services stock for Q1 2017, up 0.61% quarter-over-quarter.
  • 71 funds opened new Hartford Financial Services positions in Q1 2017 and 56 closed out, a net change of +15 holders.
  • The largest Hartford Financial Services buyer in Q1 2017 was BlackRock, an estimated $1.25B added.
  • The largest Hartford Financial Services seller in Q1 2017 was abrdn Investment Management, an estimated $170M sold.

Based on aggregated 13F filings for Q1 2017.