We are live on ! Find out more
HBNC icon

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
BlackRock
1
BlackRock
New York
$56M -$2.76M -159,667 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$40.8M +$886K +51,261 +2%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$37.2M +$185K +10,702 +0.5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$37M -$284K -16,434 -0.8%
PCA
5
PL Capital Advisors
Florida
$24.6M – – –
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24.1M +$549K +31,750 +2%
State Street
7
State Street
Massachusetts
$16M +$19.6K +1,134 +0.1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$13.1M +$7.45K +431 +0.1%
MCM
9
Maltese Capital Management
New York
$9.67M +$1.45M +83,825 +19%
Northern Trust
10
Northern Trust
Illinois
$9.16M -$263K -15,236 -3%
OFG
11
Oxford Financial Group
Indiana
$7.97M -$173K -10,000 -2%
HAM
12
HoldCo Asset Management
Florida
$6.99M – – –
BGIM
13
Brandywine Global Investment Management
Pennsylvania
$6.9M -$57.1K -3,300 -0.9%
Renaissance Technologies
14
Renaissance Technologies
New York
$6.88M -$935K -54,100 -13%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$6.47M +$666K +38,541 +12%
KCM
16
Kennedy Capital Management
Missouri
$5.61M -$588K -33,980 -10%
N
17
Nuveen
North Carolina
$5.51M -$372K -21,518 -6%
BCM
18
Bridgeway Capital Management
Texas
$5.45M – – –
LSV Asset Management
19
LSV Asset Management
Illinois
$5.15M -$183K -10,575 -4%
Charles Schwab
20
Charles Schwab
California
$5.09M +$83.1K +4,806 +2%
AR
21
Advisory Research
Illinois
$4.63M -$3.9M -225,350 -47%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$4.57M -$150K -8,650 -3%
FP
23
Foundry Partners
Minnesota
$3.59M -$54K -3,125 -2%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$3.43M +$181K +10,485 +6%
Comerica Bank
25
Comerica Bank
Texas
$3.34M -$2.92M -168,671 -49%
1
2 3 4 5

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.