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First Merchants

230 hedge funds and large institutions have $1.66B invested in First Merchants in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4% more funds holding

Funds holding: 221230 (+9)

0.29% more ownership

Funds ownership: 72.33%72.62% (+0.29%)

0% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 76

0% less capital invested

Capital invested by funds: $1.67B → $1.66B (-$3.74M)

Holders
230
Holders Change
+9
Holders Change %
+4.07%
% of All Funds
3.7%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
29
Increased
76
Reduced
76
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
226
SJS Investment Consulting
Ohio
$699 +$338 +8 +89%
DI
227
Disciplined Investments
Oklahoma
$452 -$85 -2 -15%
TWA
228
TCI Wealth Advisors
Arizona
$164
NFSG
229
Newbridge Financial Services Group
Florida
$59
WIM
230
Westside Investment Management
California
$25
SCP
231
Siena Capital Partners
Illinois
-$3.79M -89,656 Closed
State of New Jersey Common Pension Fund D
232
State of New Jersey Common Pension Fund D
New Jersey
-$2.28M -58,854 Closed
OQS
233
Occudo Quantitative Strategies
Florida
-$497K -12,847 Closed
CCIA
234
Campbell & Co Investment Adviser
Maryland
-$478K -12,347 Closed
D.E. Shaw & Co
235
D.E. Shaw & Co
New York
-$382K -9,869 Closed
YIH
236
Y-Intercept (HK)
Hong Kong
-$339K -8,762 Closed
Creative Planning
237
Creative Planning
Kansas
-$274K -7,093 Closed
State of Tennessee, Department of Treasury
238
State of Tennessee, Department of Treasury
Tennessee
-$224K -5,786 Closed
AIM
239
Axiom Investment Management
New York
-$54K -1,400 Closed
PHK
240
Point72 Hong Kong
Hong Kong
-$37K -956 Closed
ETC
241
Exchange Traded Concepts
Oklahoma
-$14K -364 Closed
FEG
242
Financial Enhancement Group
Indiana
-$7K -172 Closed
HR
243
Howe & Rusling
New York
-$4K -91 Closed
AAP
244
Arax Advisory Partners
Colorado
-$1K -25 Closed

FRME Hedge Fund Activity: Q4 2022 in Review

230 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q4 2022, worth a combined $1.66B — down 0.22% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FRME positions and 15 closed out — a net gain of 14 holders — while 76 added to existing stakes and 76 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $13.2M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $13M.

  • 230 institutional investors held First Merchants (FRME) as of Q4 2022, up from 221 in Q3 2022.
  • Funds reported $1.66B of First Merchants stock for Q4 2022, down 0.22% quarter-over-quarter.
  • 29 funds opened new First Merchants positions in Q4 2022 and 15 closed out, a net change of +14 holders.
  • The largest First Merchants buyer in Q4 2022 was Fisher Asset Management, an estimated $13.2M added.
  • The largest First Merchants seller in Q4 2022 was DePrince Race & Zollo Inc (DRZ), an estimated $13M sold.

Based on aggregated 13F filings for Q4 2022.