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First Merchants

233 hedge funds and large institutions have $1.49B invested in First Merchants in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 87 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 23

2% more funds holding

Funds holding: 229233 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.41% less ownership

Funds ownership: 73.92%72.51% (-1.4%)

9% less capital invested

Capital invested by funds: $1.64B → $1.49B (-$150M)

28% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 87

Holders
233
Holders Change
+4
Holders Change %
+1.75%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
29
Increased
63
Reduced
87
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
226
Northwestern Mutual Wealth Management
Wisconsin
$733 +$721 +21 New
AWM
227
Avior Wealth Management
Nebraska
$488 +$481 +14 New
SIC
228
SJS Investment Consulting
Ohio
$454
DPW
229
DiNuzzo Private Wealth
Pennsylvania
$349
RIL
230
Rothschild Investment LLC
Illinois
$175 +$172 +5 New
TWP
231
TFO Wealth Partners
Ohio
$105
NA
232
NewEdge Advisors
Louisiana
$70
RIP
233
Rhino Investment Partners
Pennsylvania
-$8.57M -231,169 Closed
KCM
234
Kennedy Capital Management
Missouri
-$4.26M -114,927 Closed
Brown Advisory
235
Brown Advisory
Maryland
-$877K -23,644 Closed
Canada Pension Plan Investment Board
236
Canada Pension Plan Investment Board
Ontario, Canada
-$751K -20,257 Closed
OMC
237
Old Mission Capital
Illinois
-$740K -19,945 Closed
State of Wisconsin Investment Board
238
State of Wisconsin Investment Board
Wisconsin
-$492K -13,265 Closed
AA
239
ALPS Advisors
Colorado
-$411K -11,073 Closed
Connor, Clark & Lunn Investment Management (CC&L)
240
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$387K -10,437 Closed
RA
241
Royce & Associates
New York
-$208K -5,613 Closed
UWPG
242
Ullmann Wealth Partners Group
Florida
-$208K -5,602 Closed
GCM
243
Graham Capital Management
Connecticut
-$207K -5,573 Closed
I
244
InceptionR
California
-$205K -5,516 Closed
ECM
245
Evergreen Capital Management
Washington
-$203K -5,488 Closed
HTIM
246
Harbour Trust & Investment Management
Indiana
-$203K -5,465 Closed
ACM
247
Aquatic Capital Management
Illinois
-$174K -4,700 Closed
MAM
248
Meeder Asset Management
Ohio
-$75.2K -2,029 Closed
SWC
249
Spectrum Wealth Counsel
Indiana
-$58.5K -1,579 Closed
SWS
250
SYSTM Wealth Solutions
Illinois
-$52.8K -1,424 Closed

FRME Hedge Fund Activity: Q1 2024 in Review

233 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q1 2024, worth a combined $1.49B — down 9.1% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FRME positions and 23 closed out — a net gain of 6 holders — while 63 added to existing stakes and 87 trimmed.

The largest buyer was American Century Companies, adding an estimated $7.81M. The largest seller was Morgan Stanley, cutting an estimated $15.3M.

  • 233 institutional investors held First Merchants (FRME) as of Q1 2024, up from 229 in Q4 2023.
  • Funds reported $1.49B of First Merchants stock for Q1 2024, down 9.1% quarter-over-quarter.
  • 29 funds opened new First Merchants positions in Q1 2024 and 23 closed out, a net change of +6 holders.
  • The largest First Merchants buyer in Q1 2024 was American Century Companies, an estimated $7.81M added.
  • The largest First Merchants seller in Q1 2024 was Morgan Stanley, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2024.