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Horizon Bancorp

138 hedge funds and large institutions have $272M invested in Horizon Bancorp in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 64 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 36

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

2% more capital invested

Capital invested by funds: $266M → $272M (+$5.8M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.29% less ownership

Funds ownership: 57.99%57.7% (-0.29%)

1% less funds holding

Funds holding: 139138 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.42M

Holders
138
Holders Change
-1
Holders Change %
-0.72%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
64
Reduced
36
Closed
10
Calls
Puts
$1.42M
Net Calls
-$1.42M
Net Calls Change
-$1.48M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
126
Tower Research Capital (TRC)
New York
$5.04K -$71.5K -6,366 -93%
TCOV
127
Trust Company of Vermont
Vermont
$4.81K
Russell Investments Group
128
Russell Investments Group
United Kingdom
$2.71K +$213 +19 +8%
CFD
129
Creative Financial Designs
Indiana
$2.12K
EWA
130
EverSource Wealth Advisors
Alabama
$2.03K +$528 +47 +33%
C
131
Covestor
United Kingdom
$2K -$370 -33 -16%
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$2K +$2K +178 New
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$1.86K +$1.84K +164 +1,640%
LC
134
Lindbrook Capital
California
$1K -$11.5K -1,025 -92%
VF
135
VitalStone Financial
Texas
$1K +$976 +87 New
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$726
GI
137
Gradient Investments
Minnesota
$363
HNB
138
Huntington National Bank
Ohio
$11
Citadel Advisors
139
Citadel Advisors
Florida
-$625K -60,000 Closed
MCM
140
Marathon Capital Management
Maryland
-$404K -38,775 Closed
LWM
141
LJI Wealth Management
Indiana
-$64.6K -34,435 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
142
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$311K -29,900 Closed
Man Group
143
Man Group
United Kingdom
-$311K -29,893 Closed
D.E. Shaw & Co
144
D.E. Shaw & Co
New York
-$275K -26,451 Closed
CCM
145
Channing Capital Management
Illinois
-$186K -17,872 Closed
PL
146
Plancorp LLC
Missouri
-$170K -16,338 Closed
Brown Advisory
147
Brown Advisory
Maryland
-$156K -15,000 Closed
ACM
148
Aquatic Capital Management
Illinois
-$5K -500 Closed

HBNC Hedge Fund Activity: Q3 2023 in Review

138 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Horizon Bancorp (HBNC) for Q3 2023, worth a combined $272M — up 2.2% from $266M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HBNC positions and 10 closed out — a net gain of 1 holder — while 64 added to existing stakes and 36 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $2.62M. The largest seller was State Street, cutting an estimated $2.58M.

  • 138 institutional investors held Horizon Bancorp (HBNC) as of Q3 2023, down from 139 in Q2 2023.
  • Funds reported $272M of Horizon Bancorp stock for Q3 2023, up 2.2% quarter-over-quarter.
  • 11 funds opened new Horizon Bancorp positions in Q3 2023 and 10 closed out, a net change of +1 holder.
  • The largest Horizon Bancorp buyer in Q3 2023 was Hotchkis & Wiley Capital Management, an estimated $2.62M added.
  • The largest Horizon Bancorp seller in Q3 2023 was State Street, an estimated $2.58M sold.

Based on aggregated 13F filings for Q3 2023.