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Horizon Bancorp
HBNC

119 hedge funds and large institutions have $334M invested in Horizon Bancorp in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 32

3% more capital invested

Capital invested by funds: $324M → $334M (+$10.6M)

0% more funds holding

Funds holding: 119 → 119 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

7.19% less ownership

Funds ownership: 53.41% → 46.22% (-7.2%)

Holders
119
Holders Change
–
Holders Change %
0%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
38
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$3.2M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.16M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$1.98M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.6M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.58M

Top Sellers

Rank Fund Capital Flow
1
EIP
Epoch Investment Partners
New York
-$7.57M
2
Morgan Stanley
Morgan Stanley
New York
-$1.51M
3
BlackRock
BlackRock
New York
-$909K
4
Millennium Management
Millennium Management
New York
-$836K
5
Deutsche Bank
Deutsche Bank
Germany
-$399K
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$634K +$2.31K +138 +0.4%
Ameriprise
52
Ameriprise
Minnesota
$608K +$633K +37,801 New
AllianceBernstein
53
AllianceBernstein
Tennessee
$600K – – –
Morgan Stanley
54
Morgan Stanley
New York
$577K -$1.51M -90,099 -72%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$569K – – –
AG
56
Aperio Group
California
$553K +$120K +7,178 +26%
SEI Investments
57
SEI Investments
Pennsylvania
$540K +$503K +30,013 +841%
First Trust Advisors
58
First Trust Advisors
Illinois
$530K -$125K -7,476 -19%
CS
59
Credit Suisse
Switzerland
$488K -$71.6K -4,278 -12%
D.E. Shaw & Co
60
D.E. Shaw & Co
New York
$444K +$40.1K +2,393 +10%
ST
61
Sabal Trust
Florida
$413K +$2.53K +151 +0.6%
AIG
62
American International Group
New York
$380K -$12.8K -765 -3%
LPL Financial
63
LPL Financial
California
$377K – – –
PP
64
Professional Planning
California
$366K – – –
Russell Investments Group
65
Russell Investments Group
United Kingdom
$365K +$168K +10,051 +80%
VOYA Investment Management
66
VOYA Investment Management
Georgia
$325K – – –
Bank of America
67
Bank of America
North Carolina
$309K -$156K -9,315 -33%
Two Sigma Advisers
68
Two Sigma Advisers
New York
$294K -$15.1K -900 -5%
MIM
69
MetLife Investment Management
New Jersey
$282K – – –
Citadel Advisors
70
Citadel Advisors
Florida
$263K +$274K +16,343 New
ZCM
71
Zebra Capital Management
Connecticut
$248K +$54.4K +3,251 +27%
WG
72
Winton Group
United Kingdom
$228K +$238K +14,194 New
US Bancorp
73
US Bancorp
Minnesota
$222K – – –
BFC
74
Bedel Financial Consulting
Indiana
$208K – – –
Franklin Resources
75
Franklin Resources
California
$207K +$216K +12,874 New
1 2
3
4 5

HBNC Hedge Fund Activity: Q1 2019 in Review

119 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Horizon Bancorp (HBNC) for Q1 2019, worth a combined $334M — up 3.3% from $324M a quarter earlier.

Fund positioning in HBNC was balanced in Q1 2019: 13 funds opened new positions, 13 closed out, 38 added to existing stakes and 32 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $3.2M. The largest seller was Epoch Investment Partners, cutting an estimated $7.57M.

  • 119 institutional investors held Horizon Bancorp (HBNC) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $334M of Horizon Bancorp stock for Q1 2019, up 3.3% quarter-over-quarter.
  • 13 funds opened new Horizon Bancorp positions in Q1 2019 and 13 closed out, a net change of 0 holders.
  • The largest Horizon Bancorp buyer in Q1 2019 was Wellington Management Group, an estimated $3.2M added.
  • The largest Horizon Bancorp seller in Q1 2019 was Epoch Investment Partners, an estimated $7.57M sold.

Based on aggregated 13F filings for Q1 2019.