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Horizon Bancorp

58 hedge funds and large institutions have $59.2M invested in Horizon Bancorp in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 18

19% more capital invested

Capital invested by funds: $49.8M → $59.2M (+$9.37M)

2% more funds holding

Funds holding: 5758 (+1)

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
1.88%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
3
Increased
27
Reduced
18
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
1
PL Capital Advisors
Florida
$11.1M -$474K -46,843 -4%
BFA
2
BlackRock Fund Advisors
California
$5.89M +$612K +60,525 +12%
EVC
3
Eidelman Virant Capital
Missouri
$4.47M +$184K +18,193 +4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.08M +$7.82K +774 +0.3%
DIA
5
Dean Investment Associates
Ohio
$2.88M +$617K +60,993 +28%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$2.83M +$47.7K +4,721 +2%
Northern Trust
7
Northern Trust
Illinois
$2.61M +$758K +74,990 +43%
LSV Asset Management
8
LSV Asset Management
Illinois
$2.39M +$38.7K +3,825 +2%
BIT
9
BlackRock Institutional Trust
California
$2.25M +$141K +13,934 +7%
State Street
10
State Street
Massachusetts
$2.15M +$205K +20,297 +11%
JP Morgan Chase
11
JP Morgan Chase
New York
$1.41M -$73.3K -7,254 -5%
Renaissance Technologies
12
Renaissance Technologies
New York
$1.35M +$657K +65,025 +101%
NI
13
Numeric Investors
Massachusetts
$1.33M -$852K -84,267 -40%
EMFAT
14
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.25M -$89.4K -8,843 -7%
NFA
15
Nationwide Fund Advisors
Ohio
$952K +$478K +47,322 +107%
TCIM
16
TIAA CREF Investment Management
New York
$923K +$38.7K +3,832 +4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$868K +$82K +8,113 +11%
BIM
18
BlackRock Investment Management
Delaware
$703K +$35.1K +3,472 +5%
Axa
19
Axa
France
$700K +$271K +26,822 +66%
BCM
20
Bridgeway Capital Management
Texas
$654K
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$648K
Deutsche Bank
22
Deutsche Bank
Germany
$633K +$186K +18,405 +43%
Wells Fargo
23
Wells Fargo
California
$596K
PAM
24
Panagora Asset Management
Massachusetts
$573K -$76.3K -7,549 -12%
MAM
25
Martingale Asset Management
Massachusetts
$544K +$176K +17,449 +50%

HBNC Hedge Fund Activity: Q3 2013 in Review

58 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Horizon Bancorp (HBNC) for Q3 2013, worth a combined $59.2M — up 19% from $49.8M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new HBNC positions and 2 closed out — a net gain of 1 holder — while 27 added to existing stakes and 18 trimmed.

The largest buyer was Northern Trust, adding an estimated $758K. The largest seller was Numeric Investors, cutting an estimated $852K.

  • 58 institutional investors held Horizon Bancorp (HBNC) as of Q3 2013, up from 57 in Q2 2013.
  • Funds reported $59.2M of Horizon Bancorp stock for Q3 2013, up 19% quarter-over-quarter.
  • 3 funds opened new Horizon Bancorp positions in Q3 2013 and 2 closed out, a net change of +1 holder.
  • The largest Horizon Bancorp buyer in Q3 2013 was Northern Trust, an estimated $758K added.
  • The largest Horizon Bancorp seller in Q3 2013 was Numeric Investors, an estimated $852K sold.

Based on aggregated 13F filings for Q3 2013.