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First Merchants
FRME

Overview Fund Activity

252 hedge funds and large institutions have $1.74B invested in First Merchants in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 86 increasing their positions, 80 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+11
Holders Change %
+4.56%
% of All Funds
3.35%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
41
Increased
86
Reduced
80
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$23.7M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$13.3M
3
State Street
State Street
Massachusetts
+$9.28M
4
CVA
Ceredex Value Advisors
Florida
+$9.11M
5
MIIM
Mesirow Institutional Investment Management
Illinois
+$7.89M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$26.9M
2
Millennium Management
Millennium Management
New York
-$11.5M
3
GC
Guggenheim Capital
Illinois
-$7.84M
4
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
-$5.89M
5
Principal Financial Group
Principal Financial Group
Iowa
-$3.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWS
226
Retirement Wealth Solutions
Wisconsin
$5.21K +$5.21K +137 New
HNB
227
Huntington National Bank
Ohio
$4.91K +$678 +17 +16%
Bessemer Group
228
Bessemer Group
New Jersey
$4K – – –
SIS
229
Sound Income Strategies
Florida
$3.55K – – –
CWC
230
Carolinas Wealth Consulting
North Carolina
$2.79K -$319 -8 -10%
RIL
231
Rothschild Investment LLC
Illinois
$2.79K +$399 +10 +17%
MG
232
Mather Group
Illinois
$2.47K – – –
CPG
233
Cornerstone Planning Group
New Jersey
$2.21K +$41 +1 +2%
PWMG
234
Private Wealth Management Group
New Jersey
$2.19K – – –
FFA
235
Farther Finance Advisors
California
$2K -$80 -2 -4%
JWA
236
JFS Wealth Advisors
Pennsylvania
$1.6K +$399 +10 +33%
MPWT
237
MassMutual Private Wealth & Trust
Connecticut
$1.52K +$758 +19 +100%
EWA
238
EverSource Wealth Advisors
Alabama
$1.48K -$479 -12 -24%
BIA
239
Bell Investment Advisors
California
$1.48K – – –
WA
240
WPG Advisers
Maryland
$1.48K +$1.48K +37 New
CFGS
241
Concourse Financial Group Securities
Alabama
$1K – – –
HWM
242
Hemington Wealth Management
Virginia
$1K +$255 +12 +34%
CSPIA
243
Cary Street Partners Investment Advisory
Virginia
$997 +$997 +25 New
SPIA
244
Steward Partners Investment Advisory
New York
$957 +$957 +24 New
CSWM
245
Cassady Schiller Wealth Management
Ohio
$718 +$718 +18 New
DPW
246
DiNuzzo Private Wealth
Pennsylvania
$479 – – –
SIC
247
SJS Investment Consulting
Ohio
$439 -$80 -2 -15%
IA
248
IFP Advisors
Florida
$319 – – –
PTC
249
Private Trust Company
Ohio
$199 – – –
GFPC
250
Global Financial Private Client
Florida
$160 +$160 +4 New
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10
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