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Horace Mann Educators

200 hedge funds and large institutions have $1.35B invested in Horace Mann Educators in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 77 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

13% more capital invested

Capital invested by funds: $1.2B → $1.35B (+$154M)

2% more funds holding

Funds holding: 197200 (+3)

1.4% more ownership

Funds ownership: 99.61%101.01% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 77

Holders
200
Holders Change
+3
Holders Change %
+1.52%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
67
Reduced
77
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$193M -$1.65M -51,341 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$166M +$250K +7,784 +0.2%
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$129M -$4.8M -149,483 -4%
Franklin Resources
4
Franklin Resources
California
$117M +$9.74M +303,501 +9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$82.9M -$2.28M -71,092 -3%
State Street
6
State Street
Massachusetts
$52.8M +$1.58M +49,367 +3%
EARNEST Partners
7
EARNEST Partners
Georgia
$46.8M -$2.38M -74,088 -5%
Morgan Stanley
8
Morgan Stanley
New York
$35.1M +$17.9M +558,960 +109%
Hotchkis & Wiley Capital Management
9
Hotchkis & Wiley Capital Management
California
$32.6M +$565K +17,620 +2%
CRM
10
Cramer Rosenthal McGlynn
Connecticut
$31.3M +$13M +406,515 +74%
GKIM
11
GW&K Investment Management
Massachusetts
$31.3M -$3.37M -104,877 -10%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$28.7M +$1.35M +42,099 +5%
DRZID
13
DePrince Race & Zollo Inc (DRZ)
Florida
$27.7M -$480K -14,945 -2%
Bank of America
14
Bank of America
North Carolina
$26.3M +$70.7K +2,204 +0.3%
Ameriprise
15
Ameriprise
Minnesota
$17.6M +$830K +25,880 +5%
Charles Schwab
16
Charles Schwab
California
$17.1M +$664K +20,706 +4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$15.9M -$1.39M -43,183 -8%
BFA
18
Bragg Financial Advisors
North Carolina
$15.4M +$45.7K +1,424 +0.3%
PCM
19
Palisade Capital Management
New Jersey
$13.6M -$1.36M -42,369 -9%
Northern Trust
20
Northern Trust
Illinois
$13.3M +$28.9K +900 +0.2%
Invesco
21
Invesco
Georgia
$13.1M -$224K -6,966 -2%
CVA
22
Ceredex Value Advisors
Florida
$12.6M -$2.95M -91,789 -19%
AI
23
Ariel Investments
Illinois
$11.3M +$155K +4,835 +1%
Goldman Sachs
24
Goldman Sachs
New York
$11.2M +$931K +29,005 +9%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$9.71M -$388K -12,092 -4%

HMN Hedge Fund Activity: Q4 2023 in Review

200 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Horace Mann Educators (HMN) for Q4 2023, worth a combined $1.35B — up 13% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new HMN positions and 17 closed out — a net gain of 5 holders — while 67 added to existing stakes and 77 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.9M. The largest seller was Assenagon Asset Management, cutting an estimated $6.46M.

  • 200 institutional investors held Horace Mann Educators (HMN) as of Q4 2023, up from 197 in Q3 2023.
  • Funds reported $1.35B of Horace Mann Educators stock for Q4 2023, up 13% quarter-over-quarter.
  • 22 funds opened new Horace Mann Educators positions in Q4 2023 and 17 closed out, a net change of +5 holders.
  • The largest Horace Mann Educators buyer in Q4 2023 was Morgan Stanley, an estimated $17.9M added.
  • The largest Horace Mann Educators seller in Q4 2023 was Assenagon Asset Management, an estimated $6.46M sold.

Based on aggregated 13F filings for Q4 2023.