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Hartford Financial Services

602 hedge funds and large institutions have $17.1B invested in Hartford Financial Services in 2017 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 165 increasing their positions, 254 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $70.8M | Put options by funds: $39.2M

7% more capital invested

Capital invested by funds: $15.9B → $17.1B (+$1.16B)

5% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 60

1.09% less ownership

Funds ownership: 89.55%88.46% (-1.1%)

1% less funds holding

Funds holding: 610602 (-8)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

35% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 254

Holders
602
Holders Change
-8
Holders Change %
-1.31%
% of All Funds
15.01%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.22%
New
57
Increased
165
Reduced
254
Closed
60
Calls
$70.8M
Puts
$39.2M
Net Calls
+$31.6M
Net Calls Change
+$8.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.92B +$7.83M +158,023 +0.4%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.58B +$139M +2,804,496 +10%
BlackRock
3
BlackRock
New York
$1.43B +$21.7M +438,167 +2%
State Street
4
State Street
Massachusetts
$1.2B -$47.8M -965,376 -4%
Invesco
5
Invesco
Georgia
$721M +$5.22M +105,410 +0.8%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$474M -$2.17M -43,842 -0.5%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$396M +$2.66M +53,677 +0.7%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$372M +$63.7M +1,284,664 +22%
Diamond Hill Capital Management
9
Diamond Hill Capital Management
Ohio
$324M +$1.04M +21,037 +0.3%
Franklin Resources
10
Franklin Resources
California
$315M -$6.46M -130,323 -2%
LSV Asset Management
11
LSV Asset Management
Illinois
$309M +$3.19M +64,299 +1%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$299M +$3.18M +64,113 +1%
RP
13
RR Partners
New York
$285M
ETC
14
Evercore Trust Company
New York
$230M -$5.78M -116,557 -3%
PP
15
Prudential plc
United Kingdom
$216M -$8.36M -168,782 -4%
Northern Trust
16
Northern Trust
Illinois
$215M -$10.3M -207,140 -5%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$196M -$16M -323,215 -8%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$192M -$425K -8,572 -0.2%
Bank of America
19
Bank of America
North Carolina
$177M -$18.5M -372,640 -10%
Norges Bank
20
Norges Bank
Norway
$176M +$56.4M +1,137,813 +51%
PI
21
Putnam Investments
Massachusetts
$170M -$4.23M -85,451 -3%
Goldman Sachs
22
Goldman Sachs
New York
$168M -$61.8M -1,246,158 -28%
AAMU
23
Amundi Asset Management US
Massachusetts
$168M +$34M +685,885 +27%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$167M +$155M +3,129,613 +5,985%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$158M -$13M -261,809 -8%

HIG Hedge Fund Activity: Q2 2017 in Review

602 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2017, worth a combined $17.1B — up 7.3% from $15.9B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of HIG and 57 opened new positions — a net loss of 3 holders — while 254 trimmed existing stakes and 165 added.

The largest buyer was Janus Henderson Group, adding an estimated $155M. The largest seller was AJO LP, cutting an estimated $116M.

  • 602 institutional investors held Hartford Financial Services (HIG) as of Q2 2017, down from 610 in Q1 2017.
  • Funds reported $17.1B of Hartford Financial Services stock for Q2 2017, up 7.3% quarter-over-quarter.
  • 57 funds opened new Hartford Financial Services positions in Q2 2017 and 60 closed out, a net change of -3 holders.
  • The largest Hartford Financial Services buyer in Q2 2017 was Janus Henderson Group, an estimated $155M added.
  • The largest Hartford Financial Services seller in Q2 2017 was AJO LP, an estimated $116M sold.

Based on aggregated 13F filings for Q2 2017.