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Hartford Financial Services

697 hedge funds and large institutions have $20B invested in Hartford Financial Services in 2019 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 252 increasing their positions, 217 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 46

58% more call options, than puts

Call options by funds: $142M | Put options by funds: $89.8M

16% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 217

7% more funds holding

Funds holding: 652697 (+45)

0.17% more ownership

Funds ownership: 91.01%91.19% (+0.17%)

0% more capital invested

Capital invested by funds: $19.9B → $20B (+$21.7M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
697
Holders Change
+45
Holders Change %
+6.9%
% of All Funds
13.73%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
104
Increased
252
Reduced
217
Closed
46
Calls
$142M
Puts
$89.8M
Net Calls
+$52M
Net Calls Change
+$1.48M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.43B +$21.8M +362,903 +0.9%
BlackRock
2
BlackRock
New York
$1.98B +$126M +2,106,068 +7%
State Street
3
State Street
Massachusetts
$1.31B +$16.4M +272,675 +1%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.3B -$130M -2,166,332 -9%
Invesco
5
Invesco
Georgia
$970M -$5.52M -91,932 -0.6%
Franklin Resources
6
Franklin Resources
California
$881M -$16.9M -281,107 -2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$596M -$101M -1,684,126 -15%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$431M -$122M -2,033,606 -22%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$381M +$13.9M +231,272 +4%
LSV Asset Management
10
LSV Asset Management
Illinois
$336M +$17.2M +286,199 +5%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$325M -$199K -3,316 -0.1%
N
12
Nuveen
North Carolina
$283M -$18.8M -312,585 -6%
Northern Trust
13
Northern Trust
Illinois
$275M +$10.1M +168,769 +4%
Diamond Hill Capital Management
14
Diamond Hill Capital Management
Ohio
$262M -$1.58M -26,296 -0.6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$237M -$57.2M -952,558 -20%
DZ Bank
16
DZ Bank
Germany
$230M -$10.6M -175,875 -4%
Norges Bank
17
Norges Bank
Norway
$226M
Newport Trust Company
18
Newport Trust Company
District of Columbia
$219M -$4.85M -80,758 -2%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$215M +$3.05M +50,866 +1%
Legal & General Group
20
Legal & General Group
United Kingdom
$193M +$6.27M +104,551 +3%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$178M -$3.85M -64,215 -2%
PI
22
Putnam Investments
Massachusetts
$170M +$1.74M +28,989 +1%
Bank of America
23
Bank of America
North Carolina
$166M +$18.3M +304,818 +13%
PP
24
Prudential plc
United Kingdom
$166M -$24.2M -403,031 -13%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$160M -$1.97M -32,770 -1%

HIG Hedge Fund Activity: Q4 2019 in Review

697 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2019, worth a combined $20B — up 0.11% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new HIG positions and 46 closed out — a net gain of 58 holders — while 252 added to existing stakes and 217 trimmed.

The largest buyer was BlackRock, adding an estimated $126M. The largest seller was JP Morgan Chase, cutting an estimated $130M.

  • 697 institutional investors held Hartford Financial Services (HIG) as of Q4 2019, up from 652 in Q3 2019.
  • Funds reported $20B of Hartford Financial Services stock for Q4 2019, up 0.11% quarter-over-quarter.
  • 104 funds opened new Hartford Financial Services positions in Q4 2019 and 46 closed out, a net change of +58 holders.
  • The largest Hartford Financial Services buyer in Q4 2019 was BlackRock, an estimated $126M added.
  • The largest Hartford Financial Services seller in Q4 2019 was JP Morgan Chase, an estimated $130M sold.

Based on aggregated 13F filings for Q4 2019.