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Hartford Financial Services

637 hedge funds and large institutions have $16.5B invested in Hartford Financial Services in 2020 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 215 increasing their positions, 226 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 53

36% more capital invested

Capital invested by funds: $12.1B → $16.5B (+$4.38B)

7% more funds holding

Funds holding: 596637 (+41)

0.51% more ownership

Funds ownership: 91.82%92.33% (+0.51%)

5% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 226

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

24% less call options, than puts

Call options by funds: $68.7M | Put options by funds: $90.3M

Holders
637
Holders Change
+41
Holders Change %
+6.88%
% of All Funds
11.27%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
100
Increased
215
Reduced
226
Closed
53
Calls
$68.7M
Puts
$90.3M
Net Calls
-$21.6M
Net Calls Change
-$3.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.91B -$22.2M -515,779 -1%
BlackRock
2
BlackRock
New York
$1.21B -$138M -3,205,311 -11%
JP Morgan Chase
3
JP Morgan Chase
New York
$1B +$75.1M +1,740,613 +9%
State Street
4
State Street
Massachusetts
$971M -$14.4M -334,182 -2%
Franklin Resources
5
Franklin Resources
California
$696M -$295K -6,828 -0%
Invesco
6
Invesco
Georgia
$672M +$15.5M +358,286 +3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$410M +$10.6M +244,848 +3%
Viking Global Investors
8
Viking Global Investors
Connecticut
$395M +$348M +8,071,081 New
KBC Group
9
KBC Group
Belgium
$357M +$1.12M +26,068 +2%
Diamond Hill Capital Management
10
Diamond Hill Capital Management
Ohio
$350M +$39.2M +907,648 +15%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$325M -$1.57M -36,300 -0.5%
AAMU
12
Amundi Asset Management US
Massachusetts
$324M +$129M +3,001,415 +83%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$320M +$4.36M +101,121 +2%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$279M +$2.4M +55,652 +1%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$272M +$70.6K +1,637 +0%
LSV Asset Management
16
LSV Asset Management
Illinois
$259M +$5.72M +132,488 +3%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$236M -$91.3M -2,117,545 -31%
Charles Schwab
18
Charles Schwab
California
$230M -$2.87M -66,639 -1%
Northern Trust
19
Northern Trust
Illinois
$202M -$7.36M -170,695 -4%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$200M +$1.42M +33,004 +0.8%
Norges Bank
21
Norges Bank
Norway
$193M -$7.56M -175,336 -4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$183M +$14.1M +326,267 +10%
Newport Trust Company
23
Newport Trust Company
District of Columbia
$171M -$2.72M -63,028 -2%
Legal & General Group
24
Legal & General Group
United Kingdom
$161M +$3.24M +75,020 +2%
N
25
Nuveen
North Carolina
$154M -$2.85M -65,964 -2%

HIG Hedge Fund Activity: Q4 2020 in Review

637 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2020, worth a combined $16.5B — up 36% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new HIG positions and 53 closed out — a net gain of 47 holders — while 215 added to existing stakes and 226 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $348M. The largest seller was BlackRock, cutting an estimated $138M.

  • 637 institutional investors held Hartford Financial Services (HIG) as of Q4 2020, up from 596 in Q3 2020.
  • Funds reported $16.5B of Hartford Financial Services stock for Q4 2020, up 36% quarter-over-quarter.
  • 100 funds opened new Hartford Financial Services positions in Q4 2020 and 53 closed out, a net change of +47 holders.
  • The largest Hartford Financial Services buyer in Q4 2020 was Viking Global Investors, an estimated $348M added.
  • The largest Hartford Financial Services seller in Q4 2020 was BlackRock, an estimated $138M sold.

Based on aggregated 13F filings for Q4 2020.