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Hartford Financial Services

610 hedge funds and large institutions have $11.6B invested in Hartford Financial Services in 2020 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 196 increasing their positions, 248 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

0.77% more ownership

Funds ownership: 91.19%91.95% (+0.77%)

12% less funds holding

Funds holding: 697610 (-87)

14% less call options, than puts

Call options by funds: $51.4M | Put options by funds: $60M

21% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 248

42% less capital invested

Capital invested by funds: $20B → $11.6B (-$8.35B)

54% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 147

Holders
610
Holders Change
-87
Holders Change %
-12.48%
% of All Funds
13.44%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.13%
New
68
Increased
196
Reduced
248
Closed
147
Calls
$51.4M
Puts
$60M
Net Calls
-$8.59M
Net Calls Change
-$60.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.44B +$47.2M +906,747 +2%
BlackRock
2
BlackRock
New York
$1.14B -$9.99M -191,783 -0.6%
State Street
3
State Street
Massachusetts
$734M -$38.3M -735,566 -3%
JP Morgan Chase
4
JP Morgan Chase
New York
$662M -$135M -2,592,172 -12%
Invesco
5
Invesco
Georgia
$547M -$23.2M -446,105 -3%
Franklin Resources
6
Franklin Resources
California
$518M +$10M +191,986 +1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$280M +$44.4M +852,889 +12%
Norges Bank
8
Norges Bank
Norway
$242M +$165M +3,159,423 +85%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$214M -$9.61M -184,426 -3%
N
10
Nuveen
North Carolina
$198M +$49.2M +944,792 +20%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$191M +$3.51M +67,452 +1%
LSV Asset Management
12
LSV Asset Management
Illinois
$184M -$16.1M -309,341 -6%
Diamond Hill Capital Management
13
Diamond Hill Capital Management
Ohio
$172M +$29.1M +559,356 +13%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$161M -$274M -5,255,999 -54%
Northern Trust
15
Northern Trust
Illinois
$160M +$1.52M +29,163 +0.6%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$133M +$162M +3,100,457 +466%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$127M +$2.89M +55,418 +2%
Newport Trust Company
18
Newport Trust Company
District of Columbia
$126M -$1.01M -19,413 -0.5%
Citadel Advisors
19
Citadel Advisors
Florida
$121M +$92.8M +1,781,077 +108%
Legal & General Group
20
Legal & General Group
United Kingdom
$118M +$8.25M +158,401 +5%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$115M +$33.3M +639,157 +24%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$101M -$2.97M -57,095 -2%
DZ Bank
23
DZ Bank
Germany
$97.7M -$53.1M -1,018,555 -27%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$97.1M -$59.4M -1,141,047 -29%
UBS AM
25
UBS AM
Illinois
$85.9M +$10.2M +196,068 +9%

HIG Hedge Fund Activity: Q1 2020 in Review

610 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q1 2020, worth a combined $11.6B — down 42% from $20B a quarter earlier.

Sellers outnumbered buyers: 147 funds closed out of HIG and 68 opened new positions — a net loss of 79 holders — while 248 trimmed existing stakes and 196 added.

The largest buyer was Norges Bank, adding an estimated $165M. The largest seller was Wellington Management Group, cutting an estimated $274M.

  • 610 institutional investors held Hartford Financial Services (HIG) as of Q1 2020, down from 697 in Q4 2019.
  • Funds reported $11.6B of Hartford Financial Services stock for Q1 2020, down 42% quarter-over-quarter.
  • 68 funds opened new Hartford Financial Services positions in Q1 2020 and 147 closed out, a net change of -79 holders.
  • The largest Hartford Financial Services buyer in Q1 2020 was Norges Bank, an estimated $165M added.
  • The largest Hartford Financial Services seller in Q1 2020 was Wellington Management Group, an estimated $274M sold.

Based on aggregated 13F filings for Q1 2020.