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Hartford Financial Services

629 hedge funds and large institutions have $16.6B invested in Hartford Financial Services in 2018 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 208 increasing their positions, 247 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $56.8M | Put options by funds: $45.5M

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

0.7% more ownership

Funds ownership: 90.21%90.91% (+0.7%)

0% more capital invested

Capital invested by funds: $16.6B → $16.6B (+$58.3M)

2% less funds holding

Funds holding: 642629 (-13)

14% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 56

16% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 247

Holders
629
Holders Change
-13
Holders Change %
-2.02%
% of All Funds
14.4%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
48
Increased
208
Reduced
247
Closed
56
Calls
$56.8M
Puts
$45.5M
Net Calls
+$11.3M
Net Calls Change
-$51.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.87B +$19.5M +373,154 +1%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.65B +$109M +2,087,278 +7%
BlackRock
3
BlackRock
New York
$1.48B +$29.6M +565,871 +2%
State Street
4
State Street
Massachusetts
$1.05B -$21.4M -409,182 -2%
Invesco
5
Invesco
Georgia
$729M -$43.5M -830,889 -6%
Franklin Resources
6
Franklin Resources
California
$663M +$74.4M +1,419,820 +12%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$537M +$9.66M +184,389 +2%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$385M -$81.5M -1,555,083 -17%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$332M +$13.5M +257,968 +4%
Viking Global Investors
10
Viking Global Investors
Connecticut
$296M +$186M +3,544,109 +158%
LSV Asset Management
11
LSV Asset Management
Illinois
$285M -$3.46M -66,100 -1%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$215M +$17.2M +327,834 +8%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$212M +$7.44M +142,030 +4%
PP
14
Prudential plc
United Kingdom
$211M +$3.79M +72,400 +2%
Newport Trust Company
15
Newport Trust Company
District of Columbia
$208M -$2.85M -54,318 -1%
Northern Trust
16
Northern Trust
Illinois
$205M -$2.9M -55,397 -1%
Balyasny Asset Management
17
Balyasny Asset Management
Illinois
$191M +$3.19M +60,861 +2%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$190M -$29M -554,414 -13%
Norges Bank
19
Norges Bank
Norway
$176M
Bank of America
20
Bank of America
North Carolina
$164M -$4.06M -77,551 -2%
Millennium Management
21
Millennium Management
New York
$156M +$88.1M +1,681,844 +123%
Diamond Hill Capital Management
22
Diamond Hill Capital Management
Ohio
$152M -$2.53M -48,281 -2%
YCMGA
23
York Capital Management Global Advisors
New York
$150M +$21.4M +409,374 +16%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$150M -$50.4M -962,321 -25%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$143M -$27.1M -517,018 -16%

HIG Hedge Fund Activity: Q2 2018 in Review

629 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2018, worth a combined $16.6B — up 0.35% from $16.6B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of HIG and 48 opened new positions — a net loss of 8 holders — while 247 trimmed existing stakes and 208 added.

The largest buyer was Viking Global Investors, adding an estimated $186M. The largest seller was Amundi Asset Management US, cutting an estimated $114M.

  • 629 institutional investors held Hartford Financial Services (HIG) as of Q2 2018, down from 642 in Q1 2018.
  • Funds reported $16.6B of Hartford Financial Services stock for Q2 2018, up 0.35% quarter-over-quarter.
  • 48 funds opened new Hartford Financial Services positions in Q2 2018 and 56 closed out, a net change of -8 holders.
  • The largest Hartford Financial Services buyer in Q2 2018 was Viking Global Investors, an estimated $186M added.
  • The largest Hartford Financial Services seller in Q2 2018 was Amundi Asset Management US, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2018.