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Horace Mann Educators

173 hedge funds and large institutions have $1.17B invested in Horace Mann Educators in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 74 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

1% more funds holding

Funds holding: 171173 (+2)

1.92% less ownership

Funds ownership: 101.6%99.68% (-1.9%)

11% less capital invested

Capital invested by funds: $1.31B → $1.17B (-$141M)

26% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 74

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
173
Holders Change
+2
Holders Change %
+1.17%
% of All Funds
5.02%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
55
Reduced
74
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$97.8M +$359K +12,179 +0.4%
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$82.4M +$12.2M +412,920 +17%
Vanguard Group
3
Vanguard Group
Pennsylvania
$75.8M +$1.61M +54,563 +2%
SAM
4
Silvercrest Asset Management
New York
$65.1M +$1.31M +44,604 +2%
BFA
5
BlackRock Fund Advisors
California
$59M -$1.75M -59,369 -3%
DSC
6
Donald Smith & Co
New York
$54.8M -$11.7K -398 -0%
EARNEST Partners
7
EARNEST Partners
Georgia
$44.9M +$1,000K +33,953 +2%
LSV Asset Management
8
LSV Asset Management
Illinois
$39.2M -$1.49M -50,500 -4%
Northern Trust
9
Northern Trust
Illinois
$37.1M +$3.95M +134,140 +11%
Ameriprise
10
Ameriprise
Minnesota
$35.6M -$3.03M -102,766 -8%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$31.2M -$1.06M -35,900 -3%
BIT
12
BlackRock Institutional Trust
California
$30.7M -$3.11M -105,711 -9%
VFA
13
Virtus Fund Advisers
Connecticut
$30M -$206K -7,006 -0.7%
LI
14
LMCG Investments
Massachusetts
$26.4M -$1.2M -40,692 -4%
EVM
15
Eaton Vance Management
Massachusetts
$26.1M -$5.65K -192 -0%
State Street
16
State Street
Massachusetts
$23.9M -$355K -12,048 -1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$22.9M +$236K +8,000 +1%
TSW
18
Thompson Siegel & Walmsley
Virginia
$21.5M -$1.14M -38,767 -5%
Principal Financial Group
19
Principal Financial Group
Iowa
$21M -$722K -24,506 -3%
WC
20
Walthausen & Co
New York
$19.2M +$438K +14,890 +2%
AQR Capital Management
21
AQR Capital Management
Connecticut
$16.3M -$3.06M -103,900 -15%
MAA
22
Managed Account Advisors
New Jersey
$13.3M -$94.6K -3,214 -0.7%
JP Morgan Chase
23
JP Morgan Chase
New York
$12.6M -$4.21M -143,132 -24%
AI
24
Ariel Investments
Illinois
$11.9M -$173K -5,875 -1%
BTS
25
BB&T Securities
Virginia
$11M -$980K -33,272 -46%

HMN Hedge Fund Activity: Q3 2014 in Review

173 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Horace Mann Educators (HMN) for Q3 2014, worth a combined $1.17B — down 11% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HMN positions and 13 closed out — a net gain of 2 holders — while 55 added to existing stakes and 74 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $12.2M. The largest seller was Opus Capital Group, cutting an estimated $14.4M.

  • 173 institutional investors held Horace Mann Educators (HMN) as of Q3 2014, up from 171 in Q2 2014.
  • Funds reported $1.17B of Horace Mann Educators stock for Q3 2014, down 11% quarter-over-quarter.
  • 15 funds opened new Horace Mann Educators positions in Q3 2014 and 13 closed out, a net change of +2 holders.
  • The largest Horace Mann Educators buyer in Q3 2014 was Hotchkis & Wiley Capital Management, an estimated $12.2M added.
  • The largest Horace Mann Educators seller in Q3 2014 was Opus Capital Group, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2014.