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Hartford Financial Services

644 hedge funds and large institutions have $16.2B invested in Hartford Financial Services in 2018 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 230 increasing their positions, 215 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 47

2% more funds holding

Funds holding: 629644 (+15)

7% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 215

0.32% less ownership

Funds ownership: 90.91%90.59% (-0.32%)

3% less capital invested

Capital invested by funds: $16.6B → $16.2B (-$423M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

35% less call options, than puts

Call options by funds: $26.9M | Put options by funds: $41.4M

Holders
644
Holders Change
+15
Holders Change %
+2.38%
% of All Funds
14.72%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
67
Increased
230
Reduced
215
Closed
47
Calls
$26.9M
Puts
$41.4M
Net Calls
-$14.6M
Net Calls Change
-$25.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.85B +$23.4M +455,263 +1%
BlackRock
2
BlackRock
New York
$1.51B +$65.1M +1,266,388 +4%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.24B -$391M -7,610,391 -24%
State Street
4
State Street
Massachusetts
$1.04B +$13.2M +256,520 +1%
Franklin Resources
5
Franklin Resources
California
$808M +$165M +3,207,962 +25%
Invesco
6
Invesco
Georgia
$701M -$11.9M -230,973 -2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$496M -$28.9M -561,434 -5%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$496M +$123M +2,386,351 +32%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$334M +$9.71M +189,017 +3%
LSV Asset Management
10
LSV Asset Management
Illinois
$277M -$1.71M -33,255 -0.6%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$227M +$17.2M +335,433 +8%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$213M +$6.02M +117,211 +3%
Northern Trust
13
Northern Trust
Illinois
$198M -$2.72M -52,991 -1%
Newport Trust Company
14
Newport Trust Company
District of Columbia
$196M -$7.08M -137,803 -3%
PP
15
Prudential plc
United Kingdom
$194M -$12.6M -245,045 -6%
Diamond Hill Capital Management
16
Diamond Hill Capital Management
Ohio
$193M +$45.5M +885,619 +30%
Bank of America
17
Bank of America
North Carolina
$182M +$21.9M +425,704 +13%
Balyasny Asset Management
18
Balyasny Asset Management
Illinois
$178M -$9.04M -175,869 -5%
Norges Bank
19
Norges Bank
Norway
$172M
Citadel Advisors
20
Citadel Advisors
Florida
$160M +$25.7M +500,148 +19%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$157M +$17.9M +348,595 +12%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$154M +$7.41M +144,141 +5%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$153M -$32.7M -636,216 -17%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$149M +$120M +2,333,997 +365%
PI
25
Putnam Investments
Massachusetts
$133M +$810K +15,757 +0.6%

HIG Hedge Fund Activity: Q3 2018 in Review

644 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q3 2018, worth a combined $16.2B — down 2.5% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new HIG positions and 47 closed out — a net gain of 20 holders — while 230 added to existing stakes and 215 trimmed.

The largest buyer was Franklin Resources, adding an estimated $165M. The largest seller was JP Morgan Chase, cutting an estimated $391M.

  • 644 institutional investors held Hartford Financial Services (HIG) as of Q3 2018, up from 629 in Q2 2018.
  • Funds reported $16.2B of Hartford Financial Services stock for Q3 2018, down 2.5% quarter-over-quarter.
  • 67 funds opened new Hartford Financial Services positions in Q3 2018 and 47 closed out, a net change of +20 holders.
  • The largest Hartford Financial Services buyer in Q3 2018 was Franklin Resources, an estimated $165M added.
  • The largest Hartford Financial Services seller in Q3 2018 was JP Morgan Chase, an estimated $391M sold.

Based on aggregated 13F filings for Q3 2018.