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Hartford Financial Services

652 hedge funds and large institutions have $19.9B invested in Hartford Financial Services in 2019 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 217 increasing their positions, 235 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $144M | Put options by funds: $93.6M

12% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 60

7% more capital invested

Capital invested by funds: $18.6B → $19.9B (+$1.31B)

1% more funds holding

Funds holding: 646652 (+6)

8% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 235

1.59% less ownership

Funds ownership: 92.6%91.01% (-1.6%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
652
Holders Change
+6
Holders Change %
+0.93%
% of All Funds
14.3%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
67
Increased
217
Reduced
235
Closed
60
Calls
$144M
Puts
$93.6M
Net Calls
+$50.5M
Net Calls Change
+$81M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.4B +$34.3M +586,806 +2%
BlackRock
2
BlackRock
New York
$1.85B +$28.4M +485,048 +2%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.43B +$66M +1,127,220 +5%
State Street
4
State Street
Massachusetts
$1.29B -$11.8M -201,219 -0.9%
Invesco
5
Invesco
Georgia
$973M +$6.96M +118,955 +0.7%
Franklin Resources
6
Franklin Resources
California
$896M -$15.7M -267,576 -2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$697M -$94M -1,607,077 -12%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$553M +$122M +2,092,382 +30%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$366M +$29.8M +508,787 +9%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$325M +$1.27M +21,766 +0.4%
LSV Asset Management
11
LSV Asset Management
Illinois
$318M -$16.4M -280,480 -5%
N
12
Nuveen
North Carolina
$302M -$23.8M -406,512 -8%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$294M -$46.6M -795,894 -14%
Northern Trust
14
Northern Trust
Illinois
$264M -$1.66M -28,399 -0.6%
Diamond Hill Capital Management
15
Diamond Hill Capital Management
Ohio
$263M +$805K +13,756 +0.3%
DZ Bank
16
DZ Bank
Germany
$240M -$24.2M -412,788 -9%
Norges Bank
17
Norges Bank
Norway
$225M +$758K +12,958 +0.4%
Newport Trust Company
18
Newport Trust Company
District of Columbia
$223M -$6.39M -109,139 -3%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$212M +$10.7M +183,437 +6%
PP
20
Prudential plc
United Kingdom
$190M -$29.7M -507,266 -14%
Legal & General Group
21
Legal & General Group
United Kingdom
$186M +$2.41M +41,219 +1%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$182M +$13.7M +234,289 +8%
AL
23
AJO LP
Pennsylvania
$172M -$65.6M -1,120,379 -28%
PI
24
Putnam Investments
Massachusetts
$167M +$1.38M +23,500 +0.9%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$161M +$9.36M +160,031 +6%

HIG Hedge Fund Activity: Q3 2019 in Review

652 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q3 2019, worth a combined $19.9B — up 7% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new HIG positions and 60 closed out — a net gain of 7 holders — while 217 added to existing stakes and 235 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $122M. The largest seller was Citadel Advisors, cutting an estimated $118M.

  • 652 institutional investors held Hartford Financial Services (HIG) as of Q3 2019, up from 646 in Q2 2019.
  • Funds reported $19.9B of Hartford Financial Services stock for Q3 2019, up 7% quarter-over-quarter.
  • 67 funds opened new Hartford Financial Services positions in Q3 2019 and 60 closed out, a net change of +7 holders.
  • The largest Hartford Financial Services buyer in Q3 2019 was Fidelity Investments, an estimated $122M added.
  • The largest Hartford Financial Services seller in Q3 2019 was Citadel Advisors, an estimated $118M sold.

Based on aggregated 13F filings for Q3 2019.