We are live on ! Find out more
FRME icon

First Merchants

135 hedge funds and large institutions have $773M invested in First Merchants in 2015 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 50 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $672M → $773M (+$102M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

6% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 50

4% less funds holding

Funds holding: 140135 (-5)

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

Holders
135
Holders Change
-5
Holders Change %
-3.57%
% of All Funds
3.77%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
15
Increased
47
Reduced
50
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$6.5M -$881K -34,078 -12%
Public Employees Retirement Association of Colorado
27
Public Employees Retirement Association of Colorado
Colorado
$5.67M +$2.52M +97,453 +82%
Prudential Financial
28
Prudential Financial
New Jersey
$5.64M -$2.12M -81,900 -28%
QI
29
QS Investors
New York
$5.16M -$282K -10,898 -5%
PI
30
Putnam Investments
Massachusetts
$5.06M -$1.83M -70,600 -27%
Invesco
31
Invesco
Georgia
$4.69M +$251K +9,719 +6%
Natixis Advisors
32
Natixis Advisors
Massachusetts
$4.47M +$4.4M +170,335 New
JP Morgan Chase
33
JP Morgan Chase
New York
$4.22M +$51.7K +2,000 +1%
CAM
34
ClariVest Asset Management
California
$4.17M +$163K +6,300 +4%
KCM
35
Kennedy Capital Management
Missouri
$4.01M -$14.6K -563 -0.4%
BCM
36
Bridgeway Capital Management
Texas
$3.95M +$1.29K +50 +0%
Principal Financial Group
37
Principal Financial Group
Iowa
$3.87M +$263K +10,177 +7%
BNP Paribas Asset Management
38
BNP Paribas Asset Management
France
$3.84M +$109K +4,206 +3%
BIM
39
BlackRock Investment Management
Delaware
$3.81M -$1.58K -61 -0%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$3.76M +$185K +7,161 +5%
TCIM
41
TIAA CREF Investment Management
New York
$3.73M +$108K +4,168 +3%
NFA
42
Nationwide Fund Advisors
Ohio
$3.68M -$509K -19,700 -12%
BGIM
43
Brandywine Global Investment Management
Pennsylvania
$3.11M +$540K +20,900 +21%
Fisher Asset Management
44
Fisher Asset Management
Washington
$2.88M +$2.83M +109,646 New
SAMC
45
Shinko Asset Management Company
Japan
$2.88M +$2.83M +109,646 New
Charles Schwab
46
Charles Schwab
California
$2.83M -$134K -5,187 -5%
Nordea Investment Management
47
Nordea Investment Management
Sweden
$2.62M +$25.5K +986 +1%
FA
48
FCG Advisors
New Jersey
$2.44M +$228K +8,806 +10%
Deutsche Bank
49
Deutsche Bank
Germany
$2.32M +$628K +24,287 +38%
State Board of Administration of Florida Retirement System
50
State Board of Administration of Florida Retirement System
Florida
$2.19M -$21.6K -835 -1%

FRME Hedge Fund Activity: Q3 2015 in Review

135 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q3 2015, worth a combined $773M — up 15% from $672M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of FRME and 15 opened new positions — a net loss of 5 holders — while 50 trimmed existing stakes and 47 added.

The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $38.4M. The largest seller was Millennium Management, exiting entirely with an estimated $5.39M sold.

  • 135 institutional investors held First Merchants (FRME) as of Q3 2015, down from 140 in Q2 2015.
  • Funds reported $773M of First Merchants stock for Q3 2015, up 15% quarter-over-quarter.
  • 15 funds opened new First Merchants positions in Q3 2015 and 20 closed out, a net change of -5 holders.
  • The largest First Merchants buyer in Q3 2015 was Vaughan Nelson Investment Management, an estimated $38.4M added.
  • The largest First Merchants seller in Q3 2015 was Millennium Management, an estimated $5.39M sold.

Based on aggregated 13F filings for Q3 2015.