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Hartford Financial Services

607 hedge funds and large institutions have $14.5B invested in Hartford Financial Services in 2018 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 196 increasing their positions, 223 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $62.8M | Put options by funds: $21.9M

1.6% more ownership

Funds ownership: 90.59%92.19% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

6% less funds holding

Funds holding: 644607 (-37)

10% less capital invested

Capital invested by funds: $16.2B → $14.5B (-$1.68B)

12% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 223

30% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 107

Holders
607
Holders Change
-37
Holders Change %
-5.75%
% of All Funds
13.52%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
75
Increased
196
Reduced
223
Closed
107
Calls
$62.8M
Puts
$21.9M
Net Calls
+$40.9M
Net Calls Change
+$55.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.69B +$44.8M +996,338 +3%
BlackRock
2
BlackRock
New York
$1.33B -$16.2M -360,521 -1%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.02B -$76.1M -1,691,604 -7%
State Street
4
State Street
Massachusetts
$910M -$21.7M -482,709 -2%
Franklin Resources
5
Franklin Resources
California
$755M +$35.9M +798,415 +5%
Invesco
6
Invesco
Georgia
$695M +$72.8M +1,618,720 +12%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$563M +$123M +2,743,085 +28%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$378M -$64.8M -1,439,526 -14%
LSV Asset Management
9
LSV Asset Management
Illinois
$242M -$4.47M -99,400 -2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$227M +$25.4M +565,189 +12%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$221M -$77.5M -1,721,926 -26%
Diamond Hill Capital Management
12
Diamond Hill Capital Management
Ohio
$207M +$35.9M +797,185 +21%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$205M +$15.9M +353,601 +8%
TCIM
14
TIAA CREF Investment Management
New York
$186M +$126M +2,801,236 +201%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$181M +$49.1M +1,091,969 +37%
Northern Trust
16
Northern Trust
Illinois
$180M +$4.39M +97,490 +2%
PP
17
Prudential plc
United Kingdom
$173M +$997K +22,157 +0.6%
Newport Trust Company
18
Newport Trust Company
District of Columbia
$173M -$1.73M -38,395 -1%
Norges Bank
19
Norges Bank
Norway
$153M
DZ Bank
20
DZ Bank
Germany
$151M +$91.5M +2,033,795 +144%
AL
21
AJO LP
Pennsylvania
$148M +$130M +2,887,282 +654%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$145M +$8.83M +196,179 +6%
Bank of America
23
Bank of America
North Carolina
$131M -$30.6M -680,278 -19%
PI
24
Putnam Investments
Massachusetts
$122M +$3.18M +70,676 +3%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$120M -$20.6M -457,370 -15%

HIG Hedge Fund Activity: Q4 2018 in Review

607 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2018, worth a combined $14.5B — down 10% from $16.2B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of HIG and 75 opened new positions — a net loss of 32 holders — while 223 trimmed existing stakes and 196 added.

The largest buyer was AJO LP, adding an estimated $130M. The largest seller was Bank of New York Mellon, cutting an estimated $77.5M.

  • 607 institutional investors held Hartford Financial Services (HIG) as of Q4 2018, down from 644 in Q3 2018.
  • Funds reported $14.5B of Hartford Financial Services stock for Q4 2018, down 10% quarter-over-quarter.
  • 75 funds opened new Hartford Financial Services positions in Q4 2018 and 107 closed out, a net change of -32 holders.
  • The largest Hartford Financial Services buyer in Q4 2018 was AJO LP, an estimated $130M added.
  • The largest Hartford Financial Services seller in Q4 2018 was Bank of New York Mellon, an estimated $77.5M sold.

Based on aggregated 13F filings for Q4 2018.