Horizon Bancorp
HBNC
126 hedge funds and large institutions have $417M invested in Horizon Bancorp in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 10 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
41% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 32
12% more capital invested
Capital invested by funds: $372M → $417M (+$45.2M)
3% more funds holding
Funds holding: 122 → 126 (+4)
1.71% more ownership
Funds ownership: 47.47% → 49.18% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$3.46M |
| 2 |
BlackRock
New York
|
+$2.65M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
+$1.7M |
| 4 |
Goldman Sachs
New York
|
+$1.33M |
| 5 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
+$1.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$4.8M |
| 2 |
JAM
Jacobs Asset Management
New York
|
-$4.36M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$1.81M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$1.5M |
| 5 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
-$898K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WWM
126
Windsor Wealth Management
Indianapolis,
Indiana
| – | -$816K | -48,112 | Closed |
|
|
RJA
127
Raymond James & Associates
St Petersburg,
Florida
| – | -$665K | -38,298 | Closed |
|
128
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$295K | -17,015 | Closed |
|
129
SEI Investments
Oaks,
Pennsylvania
| – | -$234K | -13,500 | Closed |
|
130
UBS AM
Chicago,
Illinois
| – | -$230K | -13,237 | Closed |
|
131
Franklin Resources
San Mateo,
California
| – | -$223K | -12,874 | Closed |
|
|
AIC
132
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$35K | -2,007 | Closed |
|
|
QT
133
Quantamental Technologies
White Plains,
New York
| – | -$15K | -851 | Closed |
|
134
Twin Tree Management
Dallas,
Texas
| – | -$6K | -343 | Closed |
|
|
TRCT
135
Tower Research Capital (TRC)
New York
| – | -$2K | -87 | Closed |
|
|
GWS
136
Glassman Wealth Services
Vienna,
Virginia
| – | +$330 | +18 | New |
|
HBNC Hedge Fund Activity: Q4 2019 in Review
126 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Horizon Bancorp (HBNC) for Q4 2019, worth a combined $417M — up 12% from $372M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new HBNC positions and 10 closed out — a net gain of 6 holders — while 45 added to existing stakes and 32 trimmed.
The largest buyer was Bridgeway Capital Management, adding an estimated $3.46M. The largest seller was Wellington Management Group, cutting an estimated $4.8M.
- 126 institutional investors held Horizon Bancorp (HBNC) as of Q4 2019, up from 122 in Q3 2019.
- Funds reported $417M of Horizon Bancorp stock for Q4 2019, up 12% quarter-over-quarter.
- 16 funds opened new Horizon Bancorp positions in Q4 2019 and 10 closed out, a net change of +6 holders.
- The largest Horizon Bancorp buyer in Q4 2019 was Bridgeway Capital Management, an estimated $3.46M added.
- The largest Horizon Bancorp seller in Q4 2019 was Wellington Management Group, an estimated $4.8M sold.
Based on aggregated 13F filings for Q4 2019.