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Horizon Bancorp

156 hedge funds and large institutions have $366M invested in Horizon Bancorp in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 48 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

71,450% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $2K

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

4% more funds holding

Funds holding: 150156 (+6)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.55% less ownership

Funds ownership: 65.28%64.73% (-0.55%)

11% less capital invested

Capital invested by funds: $412M → $366M (-$45.8M)

16% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 57

Holders
156
Holders Change
+6
Holders Change %
+4%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
19
Increased
48
Reduced
57
Closed
13
Calls
$1.43M
Puts
$2K
Net Calls
+$1.43M
Net Calls Change
+$1.72M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
76
Franklin Resources
California
$302K -$498 -39 -0.2%
MIM
77
MetLife Investment Management
New Jersey
$292K
SPA
78
Sherbrooke Park Advisers
New York
$287K +$285K +22,367 New
YIH
79
Y-Intercept (HK)
Hong Kong
$282K +$71.4K +5,598 +34%
First Trust Advisors
80
First Trust Advisors
Illinois
$278K -$15.2K -1,192 -5%
AIG
81
American International Group
New York
$273K -$2.33K -183 -0.9%
Jane Street
82
Jane Street
New York
$261K -$142K -11,149 -35%
Public Employees Retirement Association of Colorado
83
Public Employees Retirement Association of Colorado
Colorado
$260K
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$248K +$95K +7,447 +63%
MPM
85
Meritage Portfolio Management
Kansas
$233K -$13.3K -1,046 -5%
OCM
86
One Capital Management
California
$232K -$35.5K -2,783 -13%
Janus Henderson Group
87
Janus Henderson Group
United Kingdom
$221K +$26 +2 +0%
TI
88
Trexquant Investment
Connecticut
$220K -$303K -23,780 -58%
VOYA Investment Management
89
VOYA Investment Management
Georgia
$201K -$46.6K -3,651 -19%
AWM
90
Axxcess Wealth Management
California
$199K +$63.1K +4,943 +47%
New York State Common Retirement Fund
91
New York State Common Retirement Fund
New York
$198K -$217 -17 -0.1%
Citadel Advisors
92
Citadel Advisors
Florida
$198K -$376K -29,484 -66%
Mirae Asset Global Investments
93
Mirae Asset Global Investments
South Korea
$197K
CSPIA
94
Cary Street Partners Investment Advisory
Virginia
$189K
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$186K -$142K -11,102 -43%
CAAS
96
Capital Asset Advisory Services
Michigan
$185K +$63.1K +4,943 +47%
CCM
97
Chaney Capital Management
Washington
$183K
State of Wisconsin Investment Board
98
State of Wisconsin Investment Board
Wisconsin
$179K -$401K -31,438 -69%
KeyBank National Association
99
KeyBank National Association
Ohio
$168K -$128 -10 -0.1%
BFC
100
Bedel Financial Consulting
Indiana
$166K

HBNC Hedge Fund Activity: Q1 2024 in Review

156 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Horizon Bancorp (HBNC) for Q1 2024, worth a combined $366M — down 11% from $412M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new HBNC positions and 13 closed out — a net gain of 6 holders — while 48 added to existing stakes and 57 trimmed.

The largest buyer was Maltese Capital Management, adding an estimated $5.26M. The largest seller was Morgan Stanley, cutting an estimated $5.87M.

  • 156 institutional investors held Horizon Bancorp (HBNC) as of Q1 2024, up from 150 in Q4 2023.
  • Funds reported $366M of Horizon Bancorp stock for Q1 2024, down 11% quarter-over-quarter.
  • 19 funds opened new Horizon Bancorp positions in Q1 2024 and 13 closed out, a net change of +6 holders.
  • The largest Horizon Bancorp buyer in Q1 2024 was Maltese Capital Management, an estimated $5.26M added.
  • The largest Horizon Bancorp seller in Q1 2024 was Morgan Stanley, an estimated $5.87M sold.

Based on aggregated 13F filings for Q1 2024.