We are live on ! Find out more
HBNC icon

Horizon Bancorp

138 hedge funds and large institutions have $272M invested in Horizon Bancorp in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 64 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 36

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

2% more capital invested

Capital invested by funds: $266M → $272M (+$5.8M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.29% less ownership

Funds ownership: 57.99%57.7% (-0.29%)

1% less funds holding

Funds holding: 139138 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.42M

Holders
138
Holders Change
-1
Holders Change %
-0.72%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
64
Reduced
36
Closed
10
Calls
Puts
$1.42M
Net Calls
-$1.42M
Net Calls Change
-$1.48M
Name Holding Trade Value Shares
Change
Change in
Stake
EF
51
Empowered Funds
Pennsylvania
$545K +$46.1K +4,108 +9%
ST
52
Sabal Trust
Florida
$540K
HSBC Holdings
53
HSBC Holdings
United Kingdom
$525K -$21.6K -1,926 -4%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$518K -$33.4K -2,978 -6%
AllianceBernstein
55
AllianceBernstein
Tennessee
$491K
KTA
56
Keeley-Teton Advisors
Illinois
$489K +$514K +45,800 New
State of Wisconsin Investment Board
57
State of Wisconsin Investment Board
Wisconsin
$469K -$133K -11,894 -21%
BMCM
58
Black Maple Capital Management
Wisconsin
$438K +$264K +23,500 +134%
CS
59
Credit Suisse
Switzerland
$434K +$43.5K +3,880 +11%
Legal & General Group
60
Legal & General Group
United Kingdom
$428K +$88.8K +7,915 +25%
ECM
61
ExodusPoint Capital Management
New York
$427K +$159K +14,124 +55%
UBS Group
62
UBS Group
Switzerland
$418K +$198K +17,678 +82%
HWAM
63
Hennion & Walsh Asset Management
New Jersey
$410K -$21K -1,875 -5%
WFMPM
64
Woodley Farra Manion Portfolio Management
Indiana
$390K -$2.25K -200 -0.5%
MA
65
Minerva Advisors
Pennsylvania
$373K
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$356K -$193K -17,162 -34%
NYLIM
67
New York Life Investment Management
New York
$344K -$56.9K -5,071 -14%
William Blair & Company
68
William Blair & Company
Illinois
$342K +$359K +32,000 New
Creative Planning
69
Creative Planning
Kansas
$342K +$145K +12,935 +68%
Rafferty Asset Management
70
Rafferty Asset Management
New York
$335K -$344K -30,684 -49%
LPL Financial
71
LPL Financial
California
$334K +$12.2K +1,090 +4%
Federated Hermes
72
Federated Hermes
Pennsylvania
$331K +$41.9K +3,732 +14%
SEI Investments
73
SEI Investments
Pennsylvania
$322K +$77.1K +6,865 +29%
JP Morgan Chase
74
JP Morgan Chase
New York
$315K -$49.1K -4,374 -13%
SG Americas Securities
75
SG Americas Securities
New York
$272K +$107K +9,506 +60%

HBNC Hedge Fund Activity: Q3 2023 in Review

138 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Horizon Bancorp (HBNC) for Q3 2023, worth a combined $272M — up 2.2% from $266M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HBNC positions and 10 closed out — a net gain of 1 holder — while 64 added to existing stakes and 36 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $2.62M. The largest seller was State Street, cutting an estimated $2.58M.

  • 138 institutional investors held Horizon Bancorp (HBNC) as of Q3 2023, down from 139 in Q2 2023.
  • Funds reported $272M of Horizon Bancorp stock for Q3 2023, up 2.2% quarter-over-quarter.
  • 11 funds opened new Horizon Bancorp positions in Q3 2023 and 10 closed out, a net change of +1 holder.
  • The largest Horizon Bancorp buyer in Q3 2023 was Hotchkis & Wiley Capital Management, an estimated $2.62M added.
  • The largest Horizon Bancorp seller in Q3 2023 was State Street, an estimated $2.58M sold.

Based on aggregated 13F filings for Q3 2023.