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First Bancorp

178 hedge funds and large institutions have $1.01B invested in First Bancorp in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $1.05B → $1.01B (-$44.8M)

1% less funds holding

Funds holding: 180178 (-2)

1.35% less ownership

Funds ownership: 69.23%67.88% (-1.4%)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

34% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 68

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
178
Holders Change
-2
Holders Change %
-1.11%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
45
Reduced
68
Closed
14
Calls
$477K
Puts
Net Calls
+$477K
Net Calls Change
+$192K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$218M +$9.05M +259,536 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$101M +$363K +10,414 +0.4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$71.1M +$4.17M +119,665 +6%
WHG
4
Westwood Holdings Group
Texas
$66M +$241K +6,907 +0.4%
State Street
5
State Street
Massachusetts
$64.3M +$441K +12,651 +0.7%
Franklin Resources
6
Franklin Resources
California
$49.5M +$4.33M +124,239 +10%
Macquarie Group
7
Macquarie Group
Australia
$43.4M -$1.1M -31,477 -3%
Jennison Associates
8
Jennison Associates
New York
$37.6M +$15.9M +455,406 +78%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$33.7M +$817K +23,438 +3%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$24.5M +$18K +515 +0.1%
Victory Capital Management
11
Victory Capital Management
Texas
$20.5M +$437K +12,522 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$18.6M -$2.72M -77,925 -13%
Brown Advisory
13
Brown Advisory
Maryland
$16.7M +$316K +9,078 +2%
Charles Schwab
14
Charles Schwab
California
$16.4M +$989K +28,384 +7%
Northern Trust
15
Northern Trust
Illinois
$15.5M -$1.7M -48,647 -10%
Morgan Stanley
16
Morgan Stanley
New York
$11.1M -$11.6M -332,201 -52%
UBS AM
17
UBS AM
Illinois
$8.97M -$4.85K -139 -0.1%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$7.74M +$463K +13,271 +7%
Principal Financial Group
19
Principal Financial Group
Iowa
$7.7M -$555K -15,915 -7%
Bank of America
20
Bank of America
North Carolina
$6.79M +$952K +27,303 +17%
PCM
21
Peregrine Capital Management
Minnesota
$6.6M -$385K -11,043 -6%
Ameriprise
22
Ameriprise
Minnesota
$6.49M -$217K -6,238 -3%
PAM
23
Panagora Asset Management
Massachusetts
$6.13M -$354K -10,141 -6%
FFA
24
Founders Financial Alliance
North Carolina
$6.08M -$123K -3,535 -2%
KTA
25
Keeley-Teton Advisors
Illinois
$4.96M -$124K -3,550 -3%