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Horace Mann Educators

171 hedge funds and large institutions have $1.42B invested in Horace Mann Educators in 2015 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 68 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more ownership

Funds ownership: 97.71%100.71% (+3%)

4% more capital invested

Capital invested by funds: $1.37B → $1.42B (+$54.6M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 68

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 174171 (-3)

Holders
171
Holders Change
-3
Holders Change %
-1.72%
% of All Funds
4.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
68
Reduced
68
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$121M +$2.2M +68,356 +2%
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$100M +$1.67M +51,744 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$98.4M +$4.4M +136,840 +5%
BFA
4
BlackRock Fund Advisors
California
$82.8M +$2.25M +69,960 +3%
SAM
5
Silvercrest Asset Management
New York
$81.9M +$3.52M +109,373 +5%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$60.8M +$6.72M +208,900 +13%
EARNEST Partners
7
EARNEST Partners
Georgia
$58.5M +$4.69M +145,814 +9%
DSC
8
Donald Smith & Co
New York
$56.6M -$5.57M -172,945 -9%
Northern Trust
9
Northern Trust
Illinois
$46.4M +$2.41M +74,880 +6%
Ameriprise
10
Ameriprise
Minnesota
$42.2M -$778K -24,159 -2%
LSV Asset Management
11
LSV Asset Management
Illinois
$40.4M -$2.74M -84,993 -7%
BIT
12
BlackRock Institutional Trust
California
$37.2M +$909K +28,253 +3%
VFA
13
Virtus Fund Advisers
Connecticut
$34M -$1.7M -52,809 -5%
State Street
14
State Street
Massachusetts
$27.7M -$992K -30,810 -4%
EVM
15
Eaton Vance Management
Massachusetts
$26.1M -$1.14M -35,529 -4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$25.9M -$241K -7,499 -1%
LI
17
LMCG Investments
Massachusetts
$23.4M -$4.26M -132,361 -16%
WC
18
Walthausen & Co
New York
$23.2M +$603K +18,730 +3%
TSW
19
Thompson Siegel & Walmsley
Virginia
$18.5M -$131K -4,078 -0.7%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$17.9M +$11M +341,099 +187%
AQR Capital Management
21
AQR Capital Management
Connecticut
$17M -$2.14M -66,403 -12%
JP Morgan Chase
22
JP Morgan Chase
New York
$15.9M +$47.3K +1,470 +0.3%
MAA
23
Managed Account Advisors
New Jersey
$14.2M -$297K -9,224 -2%
AI
24
Ariel Investments
Illinois
$14.1M -$95.6K -2,970 -0.7%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$13.7M +$2.51M +77,963 +24%

HMN Hedge Fund Activity: Q1 2015 in Review

171 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Horace Mann Educators (HMN) for Q1 2015, worth a combined $1.42B — up 4% from $1.37B a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of HMN and 14 opened new positions — a net loss of 1 holder — while 68 trimmed existing stakes and 68 added.

The largest buyer was Wellington Management Group, adding an estimated $11M. The largest seller was Principal Financial Group, cutting an estimated $11.2M.

  • 171 institutional investors held Horace Mann Educators (HMN) as of Q1 2015, down from 174 in Q4 2014.
  • Funds reported $1.42B of Horace Mann Educators stock for Q1 2015, up 4% quarter-over-quarter.
  • 14 funds opened new Horace Mann Educators positions in Q1 2015 and 15 closed out, a net change of -1 holder.
  • The largest Horace Mann Educators buyer in Q1 2015 was Wellington Management Group, an estimated $11M added.
  • The largest Horace Mann Educators seller in Q1 2015 was Principal Financial Group, an estimated $11.2M sold.

Based on aggregated 13F filings for Q1 2015.