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Hartford Financial Services

646 hedge funds and large institutions have $18.6B invested in Hartford Financial Services in 2019 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 240 increasing their positions, 206 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 53

17% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 206

14% more capital invested

Capital invested by funds: $16.4B → $18.6B (+$2.27B)

2% more funds holding

Funds holding: 633646 (+13)

1.1% more ownership

Funds ownership: 91.5%92.6% (+1.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

40% less call options, than puts

Call options by funds: $45.4M | Put options by funds: $75.9M

Holders
646
Holders Change
+13
Holders Change %
+2.05%
% of All Funds
14.03%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
75
Increased
240
Reduced
206
Closed
53
Calls
$45.4M
Puts
$75.9M
Net Calls
-$30.5M
Net Calls Change
-$25.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.17B +$24.9M +471,784 +1%
BlackRock
2
BlackRock
New York
$1.67B +$119M +2,257,347 +8%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.24B -$9.63M -182,347 -0.8%
State Street
4
State Street
Massachusetts
$1.19B +$38.4M +727,976 +4%
Invesco
5
Invesco
Georgia
$888M +$24M +455,406 +3%
Franklin Resources
6
Franklin Resources
California
$839M -$56.3M -1,067,232 -7%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$730M +$4.7M +89,055 +0.7%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$392M -$60.8M -1,151,838 -14%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$315M +$40M +758,207 +16%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$308M +$32.7M +619,574 +13%
LSV Asset Management
11
LSV Asset Management
Illinois
$308M +$7.27M +137,637 +3%
N
12
Nuveen
North Carolina
$300M +$278M +5,258,671 +4,218%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$297M +$2.31M +43,815 +0.8%
Northern Trust
14
Northern Trust
Illinois
$244M +$14.3M +270,903 +7%
DZ Bank
15
DZ Bank
Germany
$244M +$44.5M +843,634 +24%
Diamond Hill Capital Management
16
Diamond Hill Capital Management
Ohio
$241M -$10.7M -201,930 -4%
Citadel Advisors
17
Citadel Advisors
Florida
$222M -$67.8M -1,283,952 -24%
AL
18
AJO LP
Pennsylvania
$220M -$2.62M -49,658 -1%
Newport Trust Company
19
Newport Trust Company
District of Columbia
$211M -$3.06M -57,951 -2%
Norges Bank
20
Norges Bank
Norway
$206M
PP
21
Prudential plc
United Kingdom
$203M -$7.33M -138,777 -4%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$185M -$2.57M -48,616 -1%
AAMU
23
Amundi Asset Management US
Massachusetts
$177M -$3M -56,846 -2%
Legal & General Group
24
Legal & General Group
United Kingdom
$169M +$19M +358,920 +13%
Bank of America
25
Bank of America
North Carolina
$168M -$10.3M -195,148 -6%

HIG Hedge Fund Activity: Q2 2019 in Review

646 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2019, worth a combined $18.6B — up 14% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new HIG positions and 53 closed out — a net gain of 22 holders — while 240 added to existing stakes and 206 trimmed.

The largest buyer was Nuveen, adding an estimated $278M. The largest seller was Citadel Advisors, cutting an estimated $67.8M.

  • 646 institutional investors held Hartford Financial Services (HIG) as of Q2 2019, up from 633 in Q1 2019.
  • Funds reported $18.6B of Hartford Financial Services stock for Q2 2019, up 14% quarter-over-quarter.
  • 75 funds opened new Hartford Financial Services positions in Q2 2019 and 53 closed out, a net change of +22 holders.
  • The largest Hartford Financial Services buyer in Q2 2019 was Nuveen, an estimated $278M added.
  • The largest Hartford Financial Services seller in Q2 2019 was Citadel Advisors, an estimated $67.8M sold.

Based on aggregated 13F filings for Q2 2019.