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Horizon Bancorp
HBNC

132 hedge funds and large institutions have $418M invested in Horizon Bancorp in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

2% more capital invested

Capital invested by funds: $408M → $418M (+$10M)

0% more funds holding

Funds holding: 132 → 132 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.94% less ownership

Funds ownership: 53.27% → 52.32% (-0.94%)

7% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 44

Holders
132
Holders Change
–
Holders Change %
0%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
41
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$1.56M
2
MCM
Maltese Capital Management
New York
+$1.45M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$886K
4
First Trust Advisors
First Trust Advisors
Illinois
+$774K
5
WC
Walthausen & Co
New York
+$681K

Top Sellers

Rank Fund Capital Flow
1
AR
Advisory Research
Illinois
-$3.9M
2
Comerica Bank
Comerica Bank
Texas
-$2.92M
3
BlackRock
BlackRock
New York
-$2.76M
4
Renaissance Technologies
Renaissance Technologies
New York
-$935K
5
HF
HRT Financial
New York
-$910K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$8K -$45.8K -2,646 -86%
PA
127
Parallel Advisors
California
$3K -$484 -28 -16%
OSAM
128
O'Shaughnessy Asset Management
Connecticut
$3K – – –
UBS Group
129
UBS Group
Switzerland
$1K -$51.3K -2,964 -98%
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$1K -$571 -33 -45%
GWS
131
Glassman Wealth Services
Virginia
$1K +$190 +11 +30%
Nisa Investment Advisors
132
Nisa Investment Advisors
Missouri
$68 – – –
BCM
133
Basswood Capital Management
New York
– -$765K -43,897 Closed
Citadel Advisors
134
Citadel Advisors
Florida
– -$458K -26,297 Closed
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
– -$387K -22,223 Closed
California Public Employees Retirement System
136
California Public Employees Retirement System
California
– -$371K -21,257 Closed
Russell Investments Group
137
Russell Investments Group
United Kingdom
– -$301K -17,288 Closed
SFI
138
Susquehanna Fundamental Investments
Pennsylvania
– -$247K -14,156 Closed
ProShare Advisors
139
ProShare Advisors
Maryland
– -$194K -11,114 Closed
Susquehanna International Group
140
Susquehanna International Group
Pennsylvania
– -$185K -10,598 Closed
CFD
141
Creative Financial Designs
Indiana
– -$9K -500 Closed
LWCFA
142
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$6K -316 Closed
2 3 4 5
6

HBNC Hedge Fund Activity: Q3 2021 in Review

132 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Horizon Bancorp (HBNC) for Q3 2021, worth a combined $418M — up 2.5% from $408M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HBNC positions and 10 closed out — a net gain of 1 holder — while 41 added to existing stakes and 44 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $1.56M. The largest seller was Advisory Research, cutting an estimated $3.9M.

  • 132 institutional investors held Horizon Bancorp (HBNC) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $418M of Horizon Bancorp stock for Q3 2021, up 2.5% quarter-over-quarter.
  • 11 funds opened new Horizon Bancorp positions in Q3 2021 and 10 closed out, a net change of +1 holder.
  • The largest Horizon Bancorp buyer in Q3 2021 was Goldman Sachs, an estimated $1.56M added.
  • The largest Horizon Bancorp seller in Q3 2021 was Advisory Research, an estimated $3.9M sold.

Based on aggregated 13F filings for Q3 2021.