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First Bancorp

183 hedge funds and large institutions have $759M invested in First Bancorp in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 66 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,433% more call options, than puts

Call options by funds: $196K | Put options by funds: $3K

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

5% more funds holding

Funds holding: 175183 (+8)

0.71% less ownership

Funds ownership: 66.31%65.6% (-0.71%)

6% less capital invested

Capital invested by funds: $811M → $759M (-$52.2M)

12% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 66

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
183
Holders Change
+8
Holders Change %
+4.57%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
58
Reduced
66
Closed
13
Calls
$196K
Puts
$3K
Net Calls
+$193K
Net Calls Change
+$193K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$167M -$1.7M -55,338 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$77M +$50K +1,632 +0.1%
WHG
3
Westwood Holdings Group
Texas
$56.2M +$3.84M +125,343 +7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$48.9M +$1.17M +38,136 +2%
State Street
5
State Street
Massachusetts
$46.9M -$3.5M -114,199 -6%
Macquarie Group
6
Macquarie Group
Australia
$34.9M -$2.23M -72,661 -6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$24.5M +$803K +26,208 +3%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$19.5M -$1.7M -55,417 -7%
Franklin Resources
9
Franklin Resources
California
$18.3M +$229K +7,485 +1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$16.1M -$1.66M -54,147 -9%
Victory Capital Management
11
Victory Capital Management
Texas
$15.2M +$585K +19,095 +4%
Jennison Associates
12
Jennison Associates
New York
$14.4M +$2.27M +74,164 +17%
Brown Advisory
13
Brown Advisory
Maryland
$13.5M +$1.12M +36,535 +8%
Northern Trust
14
Northern Trust
Illinois
$12.8M -$1.6M -52,069 -10%
Ameriprise
15
Ameriprise
Minnesota
$11.9M -$543K -17,730 -4%
Charles Schwab
16
Charles Schwab
California
$11.3M +$569K +18,567 +5%
Morgan Stanley
17
Morgan Stanley
New York
$7.37M -$564K -18,408 -7%
Principal Financial Group
18
Principal Financial Group
Iowa
$6.55M -$231K -7,530 -3%
PCM
19
Peregrine Capital Management
Minnesota
$6.46M -$302K -9,856 -4%
UBS AM
20
UBS AM
Illinois
$5.33M -$4.27M -139,310 -42%
Bessemer Group
21
Bessemer Group
New Jersey
$5.01M +$267K +8,707 +5%
FFA
22
Founders Financial Alliance
North Carolina
$5M +$114K +3,727 +2%
Bank of America
23
Bank of America
North Carolina
$4.91M +$470K +15,351 +10%
PAM
24
Panagora Asset Management
Massachusetts
$4.28M -$99.6K -3,249 -2%
KTA
25
Keeley-Teton Advisors
Illinois
$4.08M -$8.34K -272 -0.2%