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Horace Mann Educators

174 hedge funds and large institutions have $1.37B invested in Horace Mann Educators in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 72 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $1.17B → $1.37B (+$197M)

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

1% more funds holding

Funds holding: 173174 (+1)

1.97% less ownership

Funds ownership: 99.68%97.71% (-2%)

24% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 72

Holders
174
Holders Change
+1
Holders Change %
+0.58%
% of All Funds
4.64%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
55
Reduced
72
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$116M +$1.56M +50,758 +1%
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$95.3M -$599K -19,470 -0.7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$91M +$2.52M +81,760 +3%
BFA
4
BlackRock Fund Advisors
California
$78M +$8.69M +282,308 +14%
SAM
5
Silvercrest Asset Management
New York
$75.9M +$40.6K +1,319 +0.1%
DSC
6
Donald Smith & Co
New York
$60.7M -$2.89M -93,971 -5%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$53.6M +$16M +518,914 +47%
EARNEST Partners
8
EARNEST Partners
Georgia
$52M -$323K -10,504 -0.7%
Northern Trust
9
Northern Trust
Illinois
$42.6M -$565K -18,370 -1%
LSV Asset Management
10
LSV Asset Management
Illinois
$42.1M -$3.34M -108,575 -8%
Ameriprise
11
Ameriprise
Minnesota
$41.7M +$310K +10,081 +0.8%
BIT
12
BlackRock Institutional Trust
California
$35.1M -$528K -17,144 -2%
VFA
13
Virtus Fund Advisers
Connecticut
$34.7M -$200K -6,488 -0.6%
State Street
14
State Street
Massachusetts
$27.9M +$63.7K +2,069 +0.2%
LI
15
LMCG Investments
Massachusetts
$27.1M -$3.32M -107,843 -12%
EVM
16
Eaton Vance Management
Massachusetts
$26.5M -$3.62M -117,762 -13%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$25.4M -$1.18M -38,391 -5%
WC
18
Walthausen & Co
New York
$21.9M -$483K -15,708 -2%
Principal Financial Group
19
Principal Financial Group
Iowa
$21.6M -$2.59M -84,191 -11%
AQR Capital Management
20
AQR Capital Management
Connecticut
$18.7M -$322K -10,467 -2%
TSW
21
Thompson Siegel & Walmsley
Virginia
$18M -$6.5M -211,336 -28%
JP Morgan Chase
22
JP Morgan Chase
New York
$15.4M +$655K +21,276 +5%
MAA
23
Managed Account Advisors
New Jersey
$14.1M -$1.23M -39,823 -9%
AI
24
Ariel Investments
Illinois
$13.8M -$75.5K -2,453 -0.6%
BTS
25
BB&T Securities
Virginia
$12.9M +$5.32K +173 +0.4%

HMN Hedge Fund Activity: Q4 2014 in Review

174 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Horace Mann Educators (HMN) for Q4 2014, worth a combined $1.37B — up 17% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HMN positions and 18 closed out — a net gain of 3 holders — while 55 added to existing stakes and 72 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $16M. The largest seller was Thompson Siegel & Walmsley, cutting an estimated $6.5M.

  • 174 institutional investors held Horace Mann Educators (HMN) as of Q4 2014, up from 173 in Q3 2014.
  • Funds reported $1.37B of Horace Mann Educators stock for Q4 2014, up 17% quarter-over-quarter.
  • 21 funds opened new Horace Mann Educators positions in Q4 2014 and 18 closed out, a net change of +3 holders.
  • The largest Horace Mann Educators buyer in Q4 2014 was Schroder Investment Management Group, an estimated $16M added.
  • The largest Horace Mann Educators seller in Q4 2014 was Thompson Siegel & Walmsley, an estimated $6.5M sold.

Based on aggregated 13F filings for Q4 2014.