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Hartford Financial Services

637 hedge funds and large institutions have $18.1B invested in Hartford Financial Services in 2017 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 185 increasing their positions, 246 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 57

20% more call options, than puts

Call options by funds: $79.1M | Put options by funds: $66.1M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

4% more funds holding

Funds holding: 613637 (+24)

2.13% more ownership

Funds ownership: 87.82%89.95% (+2.1%)

2% more capital invested

Capital invested by funds: $17.7B → $18.1B (+$324M)

25% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 246

Holders
637
Holders Change
+24
Holders Change %
+3.92%
% of All Funds
14.45%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
85
Increased
185
Reduced
246
Closed
57
Calls
$79.1M
Puts
$66.1M
Net Calls
+$13M
Net Calls Change
+$28.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.03B -$20M -359,082 -1%
BlackRock
2
BlackRock
New York
$1.61B +$53.7M +961,973 +3%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.44B +$6.59M +118,075 +0.5%
State Street
4
State Street
Massachusetts
$1.24B -$11.2M -200,347 -0.9%
Invesco
5
Invesco
Georgia
$855M +$596K +10,690 +0.1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$644M +$48.1M +862,189 +8%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$504M +$1.18M +21,068 +0.2%
Franklin Resources
8
Franklin Resources
California
$500M +$161M +2,892,470 +48%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$423M +$1.76M +31,502 +0.4%
LSV Asset Management
10
LSV Asset Management
Illinois
$324M -$10.8M -192,914 -3%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$270M -$30.4M -545,517 -10%
Balyasny Asset Management
12
Balyasny Asset Management
Illinois
$255M +$129M +2,304,163 +103%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$247M +$12.1M +216,400 +5%
RP
14
RR Partners
New York
$246M
AAMU
15
Amundi Asset Management US
Massachusetts
$236M -$12.3K -221 -0%
Newport Trust Company
16
Newport Trust Company
District of Columbia
$236M +$234M +4,190,646 New
Northern Trust
17
Northern Trust
Illinois
$235M -$8.28M -148,375 -3%
Norges Bank
18
Norges Bank
Norway
$229M +$13.6M +243,450 +6%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$216M +$69.5M +1,246,696 +48%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$215M +$4.32M +77,475 +2%
PP
21
Prudential plc
United Kingdom
$212M -$11.6M -208,400 -5%
Diamond Hill Capital Management
22
Diamond Hill Capital Management
Ohio
$209M -$95.9M -1,718,922 -32%
Bank of America
23
Bank of America
North Carolina
$195M -$31.9M -572,540 -14%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$173M +$23.2M +415,652 +16%
PI
25
Putnam Investments
Massachusetts
$155M -$5.61M -100,643 -4%

HIG Hedge Fund Activity: Q4 2017 in Review

637 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2017, worth a combined $18.1B — up 1.8% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new HIG positions and 57 closed out — a net gain of 28 holders — while 185 added to existing stakes and 246 trimmed.

The largest buyer was Franklin Resources, adding an estimated $161M. The largest seller was Diamond Hill Capital Management, cutting an estimated $95.9M.

  • 637 institutional investors held Hartford Financial Services (HIG) as of Q4 2017, up from 613 in Q3 2017.
  • Funds reported $18.1B of Hartford Financial Services stock for Q4 2017, up 1.8% quarter-over-quarter.
  • 85 funds opened new Hartford Financial Services positions in Q4 2017 and 57 closed out, a net change of +28 holders.
  • The largest Hartford Financial Services buyer in Q4 2017 was Franklin Resources, an estimated $161M added.
  • The largest Hartford Financial Services seller in Q4 2017 was Diamond Hill Capital Management, an estimated $95.9M sold.

Based on aggregated 13F filings for Q4 2017.