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Bridgewater Associates’s Horace Mann Educators HMN Stock Holding History

Bridgewater Associates’s Portfolio HMN Stock Details HMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-20,924
Closed -$621K – 773
2023
Q2 		$621K Buy
+20,924
New +$664K ﹤0.01% 634
2023
Q1 		– Sell
-28,753
Closed -$1.07M – 796
2022
Q4 		$1.07M Buy
28,753
+7,675
+36% +$289K 0.01% 634
2022
Q3 		$744K Buy
+21,078
New +$759K ﹤0.01% 740

Other funds holding HMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Bridgewater Associates's HMN Position: Q3 2023 in Review

Bridgewater Associates sold out of Horace Mann Educators (HMN) in Q3 2023, closing a stake of 20,924 shares — an estimated $621K sold.

Bridgewater Associates first reported a position in HMN in Q3 2022 and held it in 3 quarters. The position peaked at $1.07M in Q4 2022. 197 funds tracked by Wall St. Rank hold HMN as of Q3 2023.

  • Bridgewater Associates reported no remaining Horace Mann Educators position as of Q3 2023 after selling out during the quarter.
  • Bridgewater Associates sold 20,924 Horace Mann Educators shares in Q3 2023, an estimated $621K.
  • Bridgewater Associates first reported a position in Horace Mann Educators in Q3 2022 and held it in 3 quarters.
  • Bridgewater Associates's Horace Mann Educators position peaked at $1.07M in Q4 2022.
  • 197 funds tracked by Wall St. Rank held Horace Mann Educators as of Q3 2023.

Based on Bridgewater Associates's 13F filing for Q3 2023, filed 13 Nov 2023.