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Horizon Bancorp

114 hedge funds and large institutions have $348M invested in Horizon Bancorp in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

50% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 28

15% more funds holding

Funds holding: 99114 (+15)

5% more capital invested

Capital invested by funds: $332M → $348M (+$15.6M)

0.36% more ownership

Funds ownership: 73.23%73.59% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
114
Holders Change
+15
Holders Change %
+15.15%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
42
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
51
Minerva Advisors
Pennsylvania
$829K
VFA
52
Valeo Financial Advisors
Indiana
$807K -$25.5K -1,380 -3%
AllianceBernstein
53
AllianceBernstein
Tennessee
$735K +$345K +18,710 +89%
Millennium Management
54
Millennium Management
New York
$713K +$486K +26,311 +217%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$670K
CS
56
Credit Suisse
Switzerland
$665K -$138K -7,485 -17%
AG
57
Advisor Group
Arizona
$656K +$32.4K +1,752 +5%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$609K -$83.3K -4,509 -12%
SCP
59
Siena Capital Partners
Illinois
$560K +$558K +30,227 New
CCA
60
Catalyst Capital Advisors
New York
$525K -$219K -11,850 -29%
ST
61
Sabal Trust
Florida
$464K +$2.05K +111 +0.4%
PP
62
Professional Planning
California
$448K +$447K +24,183 New
AQR Capital Management
63
AQR Capital Management
Connecticut
$431K +$429K +23,249 New
AIG
64
American International Group
New York
$430K +$33.1K +1,791 +8%
VOYA Investment Management
65
VOYA Investment Management
Georgia
$401K
SEI Investments
66
SEI Investments
Pennsylvania
$380K +$4.99K +270 +1%
ARMT
67
Amica Retiree Medical Trust
Rhode Island
$373K
Russell Investments Group
68
Russell Investments Group
United Kingdom
$367K +$363K +19,665 New
FDCDDQ
69
Federation des caisses Desjardins du Quebec
Quebec, Canada
$355K
Bank of America
70
Bank of America
North Carolina
$296K +$128K +6,910 +76%
VF
71
Virtu Financial
New York
$282K +$281K +15,219 New
MIM
72
MetLife Investment Management
New Jersey
$270K +$269K +14,562 New
Goldman Sachs
73
Goldman Sachs
New York
$269K -$52.2K -2,827 -16%
MC
74
Menta Capital
California
$256K +$31.2K +1,689 +14%
US Bancorp
75
US Bancorp
Minnesota
$254K +$2.07K +112 +0.8%

HBNC Hedge Fund Activity: Q4 2017 in Review

114 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Horizon Bancorp (HBNC) for Q4 2017, worth a combined $348M — up 4.7% from $332M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HBNC positions and 8 closed out — a net gain of 15 holders — while 42 added to existing stakes and 28 trimmed.

The largest buyer was Epoch Investment Partners, opening a new position worth an estimated $9.76M. The largest seller was Banc Funds Company, exiting entirely with an estimated $3.68M sold.

  • 114 institutional investors held Horizon Bancorp (HBNC) as of Q4 2017, up from 99 in Q3 2017.
  • Funds reported $348M of Horizon Bancorp stock for Q4 2017, up 4.7% quarter-over-quarter.
  • 23 funds opened new Horizon Bancorp positions in Q4 2017 and 8 closed out, a net change of +15 holders.
  • The largest Horizon Bancorp buyer in Q4 2017 was Epoch Investment Partners, an estimated $9.76M added.
  • The largest Horizon Bancorp seller in Q4 2017 was Banc Funds Company, an estimated $3.68M sold.

Based on aggregated 13F filings for Q4 2017.