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Horace Mann Educators

180 hedge funds and large institutions have $1.27B invested in Horace Mann Educators in 2016 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 72 increasing their positions, 63 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

14% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 63

3% more funds holding

Funds holding: 174180 (+6)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.26% less ownership

Funds ownership: 100.46%100.2% (-0.26%)

6% less capital invested

Capital invested by funds: $1.35B → $1.27B (-$84M)

80% less call options, than puts

Call options by funds: $63K | Put options by funds: $317K

Holders
180
Holders Change
+6
Holders Change %
+3.45%
% of All Funds
4.8%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
72
Reduced
63
Closed
11
Calls
$63K
Puts
$317K
Net Calls
-$254K
Net Calls Change
+$78K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$111M -$216K -7,059 -0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$99.4M +$2.92M +95,351 +3%
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$93.3M -$3.93M -128,041 -4%
SAM
4
Silvercrest Asset Management
New York
$85.2M +$768K +25,040 +0.9%
BFA
5
BlackRock Fund Advisors
California
$83.8M +$2.01M +65,385 +3%
EARNEST Partners
6
EARNEST Partners
Georgia
$51.8M +$901K +29,393 +2%
Northern Trust
7
Northern Trust
Illinois
$46.4M +$201K +6,569 +0.5%
DSC
8
Donald Smith & Co
New York
$42.9M -$6.5M -211,842 -14%
BIT
9
BlackRock Institutional Trust
California
$33M +$745K +24,283 +2%
VFA
10
Virtus Fund Advisers
Connecticut
$31.3M +$1.32M +43,089 +5%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$31.3M -$3.09M -100,830 -9%
State Street
12
State Street
Massachusetts
$26.5M +$485K +15,808 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$25.3M +$904K +29,464 +4%
Ameriprise
14
Ameriprise
Minnesota
$23.4M -$8.62M -281,115 -28%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$23.4M +$1.66M +54,060 +8%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$21M +$1.38M +45,129 +7%
Invesco
17
Invesco
Georgia
$20.1M +$693K +22,594 +4%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$17.6M +$1.97M +64,320 +13%
WC
19
Walthausen & Co
New York
$16.1M -$2.56M -83,628 -14%
Norges Bank
20
Norges Bank
Norway
$15.4M +$509K +16,600 +4%
GT
21
Glenmede Trust
Pennsylvania
$15.3M +$542K +17,658 +4%
EVM
22
Eaton Vance Management
Massachusetts
$15.2M -$444K -14,487 -3%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$14.9M +$2.92M +95,077 +25%
Wells Fargo
24
Wells Fargo
California
$14.6M +$681K +22,219 +5%
JP Morgan Chase
25
JP Morgan Chase
New York
$14M -$144K -4,701 -1%

HMN Hedge Fund Activity: Q1 2016 in Review

180 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Horace Mann Educators (HMN) for Q1 2016, worth a combined $1.27B — down 6.2% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HMN positions and 11 closed out — a net gain of 7 holders — while 72 added to existing stakes and 63 trimmed.

The largest buyer was Mizuho Trust & Banking, opening a new position worth an estimated $3.17M. The largest seller was Ameriprise, cutting an estimated $8.62M.

  • 180 institutional investors held Horace Mann Educators (HMN) as of Q1 2016, up from 174 in Q4 2015.
  • Funds reported $1.27B of Horace Mann Educators stock for Q1 2016, down 6.2% quarter-over-quarter.
  • 18 funds opened new Horace Mann Educators positions in Q1 2016 and 11 closed out, a net change of +7 holders.
  • The largest Horace Mann Educators buyer in Q1 2016 was Mizuho Trust & Banking, an estimated $3.17M added.
  • The largest Horace Mann Educators seller in Q1 2016 was Ameriprise, an estimated $8.62M sold.

Based on aggregated 13F filings for Q1 2016.