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Horizon Bancorp
HBNC

126 hedge funds and large institutions have $417M invested in Horizon Bancorp in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

41% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 32

12% more capital invested

Capital invested by funds: $372M → $417M (+$45.2M)

3% more funds holding

Funds holding: 122 → 126 (+4)

1.71% more ownership

Funds ownership: 47.47% → 49.18% (+1.7%)

Holders
126
Holders Change
+4
Holders Change %
+3.28%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
16
Increased
45
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Bridgeway Capital Management
Texas
+$3.46M
2
BlackRock
BlackRock
New York
+$2.65M
3
LSV Asset Management
LSV Asset Management
Illinois
+$1.7M
4
Goldman Sachs
Goldman Sachs
New York
+$1.33M
5
OAM
Oxford Asset Management
United Kingdom
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$4.8M
2
JAM
Jacobs Asset Management
New York
-$4.36M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$1.81M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$1.5M
5
FP
Foundry Partners
Minnesota
-$898K
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$2.87M +$471K +25,656 +20%
Stifel Financial
27
Stifel Financial
Missouri
$2.54M -$62.3K -3,398 -2%
RCAMU
28
Rothschild & Co Asset Management US
Connecticut
$2.49M -$287K -15,651 -11%
Wells Fargo
29
Wells Fargo
California
$2.4M -$13.3K -724 -0.6%
RHCA
30
Rosenthal Henry Capital Advisors
Indiana
$2.19M – – –
ITIM
31
Indiana Trust & Investment Management
Indiana
$1.82M – – –
Hotchkis & Wiley Capital Management
32
Hotchkis & Wiley Capital Management
California
$1.76M -$1.5M -81,690 -47%
TAM
33
THB Asset Management
Connecticut
$1.75M +$383K +20,881 +29%
1SB
34
1ST Source Bank
Indiana
$1.62M – – –
AMI
35
Amica Mutual Insurance
Rhode Island
$1.57M – – –
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$1.56M +$225K +12,275 +18%
PPA
37
Parametric Portfolio Associates
Washington
$1.55M +$174K +9,499 +13%
BGIM
38
Brandywine Global Investment Management
Pennsylvania
$1.55M -$93.9K -5,119 -6%
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$1.52M +$256K +13,936 +21%
Swiss National Bank
40
Swiss National Bank
Switzerland
$1.47M +$27.5K +1,500 +2%
Citadel Advisors
41
Citadel Advisors
Florida
$1.42M +$963K +52,481 +238%
OAM
42
Oxford Asset Management
United Kingdom
$1.33M +$1.28M +69,914 New
Morgan Stanley
43
Morgan Stanley
New York
$1.24M +$644K +35,094 +117%
CI
44
CX Institutional
Indiana
$1.2M – – –
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$1.15M +$8.51K +464 +0.8%
CIC
46
Cornercap Investment Counsel
Georgia
$1.08M +$3.27K +178 +0.3%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$1.07M -$31.1K -1,698 -3%
JP Morgan Chase
48
JP Morgan Chase
New York
$1.07M +$796K +43,392 +338%
WG
49
Winton Group
United Kingdom
$1.06M -$287K -15,628 -22%
CAM
50
ClariVest Asset Management
California
$1.04M -$7.34K -400 -0.7%
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HBNC Hedge Fund Activity: Q4 2019 in Review

126 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Horizon Bancorp (HBNC) for Q4 2019, worth a combined $417M — up 12% from $372M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HBNC positions and 10 closed out — a net gain of 6 holders — while 45 added to existing stakes and 32 trimmed.

The largest buyer was Bridgeway Capital Management, adding an estimated $3.46M. The largest seller was Wellington Management Group, cutting an estimated $4.8M.

  • 126 institutional investors held Horizon Bancorp (HBNC) as of Q4 2019, up from 122 in Q3 2019.
  • Funds reported $417M of Horizon Bancorp stock for Q4 2019, up 12% quarter-over-quarter.
  • 16 funds opened new Horizon Bancorp positions in Q4 2019 and 10 closed out, a net change of +6 holders.
  • The largest Horizon Bancorp buyer in Q4 2019 was Bridgeway Capital Management, an estimated $3.46M added.
  • The largest Horizon Bancorp seller in Q4 2019 was Wellington Management Group, an estimated $4.8M sold.

Based on aggregated 13F filings for Q4 2019.