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Horace Mann Educators

175 hedge funds and large institutions have $1.2B invested in Horace Mann Educators in 2014 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

1% more funds holding

Funds holding: 173175 (+2)

0.03% less ownership

Funds ownership: 100.19%100.17% (-0.03%)

7% less capital invested

Capital invested by funds: $1.29B → $1.2B (-$90.3M)

17% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 69

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $580K

Holders
175
Holders Change
+2
Holders Change %
+1.16%
% of All Funds
5.05%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
57
Reduced
69
Closed
16
Calls
Puts
$580K
Net Calls
-$580K
Net Calls Change
+$682K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$97.1M -$1.25M -43,117 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$74.1M +$3.18M +110,244 +5%
BFA
3
BlackRock Fund Advisors
California
$64.2M +$287K +9,924 +0.5%
SAM
4
Silvercrest Asset Management
New York
$63.3M +$4.46M +154,437 +8%
DSC
5
Donald Smith & Co
New York
$59.8M -$1.58M -54,636 -3%
Hotchkis & Wiley Capital Management
6
Hotchkis & Wiley Capital Management
California
$56.2M +$18.4M +637,300 +49%
EARNEST Partners
7
EARNEST Partners
Georgia
$45.4M -$3.18M -110,198 -7%
LSV Asset Management
8
LSV Asset Management
Illinois
$42.8M -$1.95M -67,500 -4%
Ameriprise
9
Ameriprise
Minnesota
$35.8M -$358K -12,378 -1%
BIT
10
BlackRock Institutional Trust
California
$35.3M +$574K +19,855 +2%
Northern Trust
11
Northern Trust
Illinois
$34.5M -$1.09M -37,713 -3%
SB
12
Suntrust Banks
Georgia
$33.7M +$617K +21,350 +2%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$32.4M +$5.14M +177,853 +19%
LI
14
LMCG Investments
Massachusetts
$29.2M -$2.52M -87,297 -8%
EVM
15
Eaton Vance Management
Massachusetts
$27.5M +$1.18M +40,680 +4%
OCG
16
Opus Capital Group
Ohio
$26.4M +$11.7M +403,362 +80%
State Street
17
State Street
Massachusetts
$25.3M -$64.9K -2,248 -0.3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$23.7M -$1.83M -63,218 -7%
Principal Financial Group
19
Principal Financial Group
Iowa
$21.9M +$3.24M +112,115 +17%
BTS
20
BB&T Securities
Virginia
$21M +$245K +8,493 +13%
AQR Capital Management
21
AQR Capital Management
Connecticut
$20M -$309K -10,702 -2%
TSW
22
Thompson Siegel & Walmsley
Virginia
$19.8M +$5.55M +192,089 +39%
WC
23
Walthausen & Co
New York
$18.7M -$142K -4,900 -0.8%
JP Morgan Chase
24
JP Morgan Chase
New York
$16.7M +$1.14M +39,358 +7%
MAA
25
Managed Account Advisors
New Jersey
$13.1M -$462K -16,001 -3%

HMN Hedge Fund Activity: Q1 2014 in Review

175 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Horace Mann Educators (HMN) for Q1 2014, worth a combined $1.2B — down 7% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new HMN positions and 16 closed out — a net gain of 4 holders — while 57 added to existing stakes and 69 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $18.4M. The largest seller was Kestrel Investment Management, cutting an estimated $18.2M.

  • 175 institutional investors held Horace Mann Educators (HMN) as of Q1 2014, up from 173 in Q4 2013.
  • Funds reported $1.2B of Horace Mann Educators stock for Q1 2014, down 7% quarter-over-quarter.
  • 20 funds opened new Horace Mann Educators positions in Q1 2014 and 16 closed out, a net change of +4 holders.
  • The largest Horace Mann Educators buyer in Q1 2014 was Hotchkis & Wiley Capital Management, an estimated $18.4M added.
  • The largest Horace Mann Educators seller in Q1 2014 was Kestrel Investment Management, an estimated $18.2M sold.

Based on aggregated 13F filings for Q1 2014.