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First Bancorp

165 hedge funds and large institutions have $903M invested in First Bancorp in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 65 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $699M → $903M (+$204M)

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

0.77% more ownership

Funds ownership: 72.16%72.92% (+0.77%)

1% more funds holding

Funds holding: 164165 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

28% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 65

Holders
165
Holders Change
+1
Holders Change %
+0.61%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
47
Reduced
65
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$184M +$437K +10,983 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$78.9M +$1.76M +44,365 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$59.3M -$726K -18,247 -1%
State Street
4
State Street
Massachusetts
$50.4M +$6.92M +174,006 +18%
Macquarie Group
5
Macquarie Group
Australia
$48.7M -$2.79M -70,083 -6%
ICOM
6
Investment Counselors of Maryland
Maryland
$34.4M +$1.04M +26,225 +3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$33.2M -$1.05M -26,439 -3%
Jennison Associates
8
Jennison Associates
New York
$30.3M -$2.36M -59,333 -8%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$26.4M -$1.49M -37,395 -6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$22.9M +$1.05M +26,448 +5%
Ameriprise
11
Ameriprise
Minnesota
$21.1M +$544K +13,675 +3%
Northern Trust
12
Northern Trust
Illinois
$18.8M -$4.33M -108,809 -20%
HAM
13
HoldCo Asset Management
Florida
$16.2M
PCM
14
Peregrine Capital Management
Minnesota
$14.7M -$481K -12,090 -3%
N
15
Nuveen
North Carolina
$13.6M -$380K -9,563 -3%
Victory Capital Management
16
Victory Capital Management
Texas
$12.7M -$796K -20,016 -6%
Goldman Sachs
17
Goldman Sachs
New York
$12.5M +$8.45M +212,492 +287%
Federated Hermes
18
Federated Hermes
Pennsylvania
$12.3M -$1.66M -41,858 -13%
PAM
19
Panagora Asset Management
Massachusetts
$10.3M +$364K +9,142 +4%
JP Morgan Chase
20
JP Morgan Chase
New York
$9.25M +$5.88M +147,813 +228%
Lazard Asset Management
21
Lazard Asset Management
New York
$9.25M +$7.1M +178,601 +525%
Principal Financial Group
22
Principal Financial Group
Iowa
$8.52M -$44.3K -1,114 -0.6%
Charles Schwab
23
Charles Schwab
California
$8.44M +$208K +5,238 +3%
Bank of America
24
Bank of America
North Carolina
$8.04M +$2.62M +65,982 +56%
FFA
25
Founders Financial Alliance
North Carolina
$7.23M -$48.8K -1,227 -0.7%