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Hartford Financial Services

605 hedge funds and large institutions have $12.7B invested in Hartford Financial Services in 2020 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 198 increasing their positions, 240 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $11.6B → $12.7B (+$1.07B)

0.46% less ownership

Funds ownership: 91.95%91.49% (-0.46%)

1% less funds holding

Funds holding: 610605 (-5)

1% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 71

18% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 240

25% less call options, than puts

Call options by funds: $45.9M | Put options by funds: $61.3M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
605
Holders Change
-5
Holders Change %
-0.82%
% of All Funds
12.41%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
70
Increased
198
Reduced
240
Closed
71
Calls
$45.9M
Puts
$61.3M
Net Calls
-$15.4M
Net Calls Change
-$6.85M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.57B -$3.82M -100,314 -0.2%
BlackRock
2
BlackRock
New York
$1.07B -$180M -4,722,294 -15%
State Street
3
State Street
Massachusetts
$790M -$12.4M -324,609 -2%
JP Morgan Chase
4
JP Morgan Chase
New York
$699M -$25.1M -659,226 -4%
Franklin Resources
5
Franklin Resources
California
$608M -$9.86M -258,856 -2%
Invesco
6
Invesco
Georgia
$540M -$57.1M -1,499,373 -10%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$323M +$16.2M +424,647 +5%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$279M +$132M +3,463,217 +92%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$247M +$12M +314,933 +5%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$235M +$192M +5,043,150 +483%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$210M +$1.15M +30,197 +0.6%
N
12
Nuveen
North Carolina
$205M -$11.3M -296,251 -5%
LSV Asset Management
13
LSV Asset Management
Illinois
$202M +$419K +11,003 +0.2%
Diamond Hill Capital Management
14
Diamond Hill Capital Management
Ohio
$184M -$3.97M -104,211 -2%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$179M +$90.2M +2,366,792 +104%
Citadel Advisors
16
Citadel Advisors
Florida
$170M +$37.4M +980,556 +29%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$169M -$6.14M -161,024 -4%
Northern Trust
18
Northern Trust
Illinois
$168M -$7.51M -196,980 -4%
Charles Schwab
19
Charles Schwab
California
$162M +$95M +2,493,639 +145%
Norges Bank
20
Norges Bank
Norway
$160M -$104M -2,727,265 -40%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$147M +$8.55M +224,251 +6%
Newport Trust Company
22
Newport Trust Company
District of Columbia
$139M +$1.14M +29,915 +0.8%
AAMU
23
Amundi Asset Management US
Massachusetts
$126M +$82.4M +2,162,004 +197%
Legal & General Group
24
Legal & General Group
United Kingdom
$123M -$5.71M -149,714 -4%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$116M +$5.11M +133,969 +5%

HIG Hedge Fund Activity: Q2 2020 in Review

605 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2020, worth a combined $12.7B — up 9.2% from $11.6B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of HIG and 70 opened new positions — a net loss of 1 holder — while 240 trimmed existing stakes and 198 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $192M. The largest seller was BlackRock, cutting an estimated $180M.

  • 605 institutional investors held Hartford Financial Services (HIG) as of Q2 2020, down from 610 in Q1 2020.
  • Funds reported $12.7B of Hartford Financial Services stock for Q2 2020, up 9.2% quarter-over-quarter.
  • 70 funds opened new Hartford Financial Services positions in Q2 2020 and 71 closed out, a net change of -1 holder.
  • The largest Hartford Financial Services buyer in Q2 2020 was Hotchkis & Wiley Capital Management, an estimated $192M added.
  • The largest Hartford Financial Services seller in Q2 2020 was BlackRock, an estimated $180M sold.

Based on aggregated 13F filings for Q2 2020.