We are live on ! Find out more
FRME icon

First Merchants

138 hedge funds and large institutions have $748M invested in First Merchants in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 57 increasing their positions, 47 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

21% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 47

2% more funds holding

Funds holding: 135138 (+3)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less capital invested

Capital invested by funds: $773M → $748M (-$25.8M)

Holders
138
Holders Change
+3
Holders Change %
+2.22%
% of All Funds
3.62%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
10
Increased
57
Reduced
47
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
26
Russell Frank Company
Washington
$6.45M -$2.11M -80,150 -24%
Prudential Financial
27
Prudential Financial
New Jersey
$5.53M +$65.8K +2,500 +1%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$5.43M -$903K -34,272 -14%
KCM
29
Kennedy Capital Management
Missouri
$5.15M +$1.31M +49,696 +32%
QI
30
QS Investors
New York
$4.88M -$121K -4,602 -2%
Invesco
31
Invesco
Georgia
$4.58M +$38.9K +1,479 +0.8%
PI
32
Putnam Investments
Massachusetts
$4.32M -$612K -23,225 -12%
BNP Paribas Asset Management
33
BNP Paribas Asset Management
France
$4.25M +$547K +20,786 +14%
Natixis Advisors
34
Natixis Advisors
Massachusetts
$4.24M -$91.7K -3,482 -2%
JP Morgan Chase
35
JP Morgan Chase
New York
$3.99M -$111K -4,200 -3%
BCM
36
Bridgeway Capital Management
Texas
$3.83M -$1.32K -50 -0%
Principal Financial Group
37
Principal Financial Group
Iowa
$3.8M +$51.7K +1,963 +1%
BIM
38
BlackRock Investment Management
Delaware
$3.71M +$11.2K +426 +0.3%
CAM
39
ClariVest Asset Management
California
$3.68M -$378K -14,350 -9%
TCIM
40
TIAA CREF Investment Management
New York
$3.38M -$240K -9,129 -6%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$3.33M -$329K -12,500 -9%
Fisher Asset Management
42
Fisher Asset Management
Washington
$3.12M +$349K +13,267 +12%
SAMC
43
Shinko Asset Management Company
Japan
$3.12M +$349K +13,267 +12%
Charles Schwab
44
Charles Schwab
California
$3.11M +$383K +14,532 +13%
NFA
45
Nationwide Fund Advisors
Ohio
$3.01M -$573K -21,751 -16%
BGIM
46
Brandywine Global Investment Management
Pennsylvania
$2.92M -$107K -4,082 -3%
Bank of America
47
Bank of America
North Carolina
$2.75M +$1.18M +44,786 +71%
FA
48
FCG Advisors
New Jersey
$2.56M -$1.08K -41 -0%
Millennium Management
49
Millennium Management
New York
$2.5M +$2.59M +98,416 New
Nordea Investment Management
50
Nordea Investment Management
Sweden
$2.45M -$93.1K -3,536 -4%

FRME Hedge Fund Activity: Q4 2015 in Review

138 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q4 2015, worth a combined $748M — down 3.3% from $773M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FRME positions and 7 closed out — a net gain of 3 holders — while 57 added to existing stakes and 47 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $7.79M. The largest seller was Wellington Management Group, cutting an estimated $36.8M.

  • 138 institutional investors held First Merchants (FRME) as of Q4 2015, up from 135 in Q3 2015.
  • Funds reported $748M of First Merchants stock for Q4 2015, down 3.3% quarter-over-quarter.
  • 10 funds opened new First Merchants positions in Q4 2015 and 7 closed out, a net change of +3 holders.
  • The largest First Merchants buyer in Q4 2015 was Goldman Sachs, an estimated $7.79M added.
  • The largest First Merchants seller in Q4 2015 was Wellington Management Group, an estimated $36.8M sold.

Based on aggregated 13F filings for Q4 2015.