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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
TRCT
101
Tower Research Capital (TRC)
New York
$21K -$4.07K -243 -16%
QT
102
Quantamental Technologies
New York
$17K +$5.12K +306 +41%
AIC
103
Archer Investment Corporation
Indiana
$16K – – –
NPP
104
New Potomac Partners
Maryland
$16K – – –
Nisa Investment Advisors
105
Nisa Investment Advisors
Missouri
$12K – – –
MAM
106
Meeder Asset Management
Ohio
$8K -$20.5K -1,227 -71%
PCM
107
Prelude Capital Management
New York
$8K +$7.95K +475 New
Fidelity Investments
108
Fidelity Investments
Massachusetts
$7K – – –
ASN
109
Advisory Services Network
Georgia
$7K +$7.53K +450 New
BCA
110
Berman Capital Advisors
Georgia
$7K +$7.9K +472 New
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$6K +$603 +36 +11%
RCAG
112
Rehmann Capital Advisory Group
Michigan
$5.66K – – –
GWM
113
Geneos Wealth Management
Colorado
$5K – – –
OFW
114
Omnia Family Wealth
Florida
$3K – – –
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.76K +165 New
CFD
116
Creative Financial Designs
Indiana
$2K -$3.38K -202 -66%
CAW
117
Cornerstone Advisors (Washington)
Washington
$1K +$1.07K +64 New
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$1K +$1.14K +68 +272%
PCP
119
Proficio Capital Partners
Massachusetts
$1K +$1.39K +83 New
Millennium Management
120
Millennium Management
New York
– -$836K -52,983 Closed
MAM
121
Martingale Asset Management
Massachusetts
– -$372K -23,516 Closed
CAAS
122
Capital Asset Advisory Services
Michigan
– -$261K -16,520 Closed
SC
123
Sepio Capital
Utah
– -$247K -15,677 Closed
MSL
124
Mackay Shields LLC
New York
– -$226K -14,300 Closed
EGM
125
Engineers Gate Manager
New York
– -$184K -11,651 Closed
2 3 4
5
6

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.