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Horizon Bancorp

118 hedge funds and large institutions have $368M invested in Horizon Bancorp in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 32

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $334M → $368M (+$33.7M)

2.68% more ownership

Funds ownership: 46.22%48.9% (+2.7%)

1% less funds holding

Funds holding: 119118 (-1)

Holders
118
Holders Change
-1
Holders Change %
-0.84%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
11
Increased
42
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
101
Meeder Asset Management
Ohio
$31K +$22.6K +1,400 +277%
AG
102
Advisor Group
Arizona
$30K -$1.6K -99 -5%
NPP
103
New Potomac Partners
Maryland
$17K
AIC
104
Archer Investment Corporation
Indiana
$16K
QT
105
Quantamental Technologies
New York
$15K -$2.62K -162 -15%
Nisa Investment Advisors
106
Nisa Investment Advisors
Missouri
$12K
Russell Investments Group
107
Russell Investments Group
United Kingdom
$11K -$356K -21,983 -97%
TRCT
108
Tower Research Capital (TRC)
New York
$10K -$10.8K -670 -52%
ASN
109
Advisory Services Network
Georgia
$7K
PCP
110
Proficio Capital Partners
Massachusetts
$6K +$4.14K +256 +308%
CAW
111
Cornerstone Advisors (Washington)
Washington
$6K +$4.87K +301 +470%
RCAG
112
Rehmann Capital Advisory Group
Michigan
$5.75K
Royal Bank of Canada
113
Royal Bank of Canada
Ontario, Canada
$5K -$971 -60 -17%
MCM
114
McMillion Capital Management
North Carolina
$5K +$4.85K +300 New
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$4K +$1.88K +116 +125%
CCA
116
Catalyst Capital Advisors
New York
$3K -$56.6K -3,500 -95%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$3K
CFD
118
Creative Financial Designs
Indiana
$2K
EIP
119
Epoch Investment Partners
New York
-$9.52M -591,397 Closed
ZCM
120
Zebra Capital Management
Connecticut
-$248K -15,421 Closed
Principal Financial Group
121
Principal Financial Group
Iowa
-$188K -11,689 Closed
FDCDDQ
122
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$184K -11,471 Closed
SG Americas Securities
123
SG Americas Securities
New York
-$130K -8,065 Closed
PCM
124
Prelude Capital Management
New York
-$8K -475 Closed
BCA
125
Berman Capital Advisors
Georgia
-$7K -472 Closed

HBNC Hedge Fund Activity: Q2 2019 in Review

118 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Horizon Bancorp (HBNC) for Q2 2019, worth a combined $368M — up 10% from $334M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HBNC positions and 9 closed out — a net gain of 2 holders — while 42 added to existing stakes and 32 trimmed.

The largest buyer was Rhenman & Partners Asset Management, opening a new position worth an estimated $17.6M. The largest seller was Epoch Investment Partners, exiting entirely with an estimated $9.52M sold.

  • 118 institutional investors held Horizon Bancorp (HBNC) as of Q2 2019, down from 119 in Q1 2019.
  • Funds reported $368M of Horizon Bancorp stock for Q2 2019, up 10% quarter-over-quarter.
  • 11 funds opened new Horizon Bancorp positions in Q2 2019 and 9 closed out, a net change of +2 holders.
  • The largest Horizon Bancorp buyer in Q2 2019 was Rhenman & Partners Asset Management, an estimated $17.6M added.
  • The largest Horizon Bancorp seller in Q2 2019 was Epoch Investment Partners, an estimated $9.52M sold.

Based on aggregated 13F filings for Q2 2019.