13F-HR: Horizon Bancorp Inc's Q2 2024 13F Filing Reveals $210 Million in Holdings

Horizon Bancorp Inc's latest 13F filing discloses its holdings as of June 30, 2024, totaling approximately $210.4 million across 228 positions.

Summary

• Horizon Bancorp Inc filed its Form 13F for the quarter ended June 30, 2024.
• The filing reports total holdings valued at $210,426,000.
• The firm has 228 positions listed in the filing.
• The filing indicates the number of other included managers is zero, meaning this report covers all of Horizon Bancorp's holdings.
• The report was signed by Rebecca L Greenlaw, VP, Trust Operations and Risk Management, on July 24, 2024.

Sentiment

Score: 5

Explanation: The document is a standard regulatory filing, so the sentiment is neutral. It provides factual information about the company's holdings without expressing any positive or negative outlook.

Positives

• The filing provides a comprehensive overview of Horizon Bancorp's equity holdings.
• The detailed list of holdings allows for analysis of the firm's investment strategy and sector preferences.

Industry Context

Form 13F filings are required quarterly disclosures for institutional investment managers with at least $100 million in assets under management, providing transparency into their investment positions.

Comparison to Industry Standards

• Comparing Horizon Bancorp's holdings to those of its peers would require analyzing the 13F filings of similar-sized financial institutions.
• Analyzing the sector allocation and top holdings can reveal whether Horizon Bancorp's investment strategy aligns with industry benchmarks or deviates based on specific investment theses.

Stakeholder Impact

• Shareholders can use this information to understand the investment strategy of Horizon Bancorp.
• The filing provides insights into the types of securities the company invests in.

Key Dates