13F-HR: Horizon Bancorp Inc's Q4 2024 13F Filing Reveals $212 Million in Holdings
13F Holdings Report
Horizon Bancorp Inc's latest 13F filing discloses its equity holdings as of December 31, 2024, totaling approximately $212 million.
Summary
- Horizon Bancorp Inc filed its Form 13F for the quarter ended December 31, 2024.
- The filing reports total holdings valued at $212,072,000.
- The report includes 193 holdings.
- The filing indicates sole, shared, and no voting authority for various holdings.
Sentiment
Score: 7
Explanation: The document is a standard regulatory filing, providing factual information about the company's holdings. The sentiment is neutral, reflecting the objective nature of the report.
Positives
- The filing provides a comprehensive overview of Horizon Bancorp Inc's equity investments.
- The detailed list of holdings allows for analysis of the company's investment strategy.
Industry Context
Form 13F filings are required for institutional investment managers with at least $100 million in assets under management, providing transparency into their investment positions. This filing allows investors to understand Horizon Bancorp's investment strategy and compare it to peers in the financial services industry.
Comparison to Industry Standards
- Comparing Horizon Bancorp's holdings to those of similar-sized regional banks can provide insights into their investment strategies.
- Analyzing the allocation of assets across different sectors and asset classes can reveal whether Horizon Bancorp's investment approach is conservative or aggressive compared to industry benchmarks.
- For example, comparing the proportion of holdings in Vanguard index funds to other banks could indicate a preference for passive investment strategies.
- Comparing Horizon Bancorp's investment choices to those of larger institutions like JP Morgan or Goldman Sachs is not appropriate due to the difference in scale and investment objectives.
Stakeholder Impact
- Shareholders can use this information to understand the investment strategy of Horizon Bancorp Inc.
- The filing provides transparency to the market regarding the company's investment decisions.
Key Dates
| Date | Description |
|---|---|
| 12-31-2024 | Report for the Calendar Year or Quarter Ended |
| 01-13-2025 | Date of Signing |
Disclaimer:The information provided here is for general informational purposes only and does not constitute financial advice, recommendation, or endorsement of any kind. It may contain errors or omissions. You should not rely on this information to make financial decisions. Always seek the advice of a qualified financial professional before making any investment or financial decisions. Use of this information is at your own risk.