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First Merchants

149 hedge funds and large institutions have $765M invested in First Merchants in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 51 increasing their positions, 44 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

16% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 44

7% more capital invested

Capital invested by funds: $713M → $765M (+$51.8M)

0% more funds holding

Funds holding: 149149 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
149
Holders Change
Holders Change %
0%
% of All Funds
3.98%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
8
Increased
51
Reduced
44
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$7.43M +$564K +22,700 +8%
Public Employees Retirement Association of Colorado
27
Public Employees Retirement Association of Colorado
Colorado
$6.98M
LSV Asset Management
28
LSV Asset Management
Illinois
$6.78M -$149K -6,000 -2%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$5.8M +$70.6K +2,841 +1%
PI
30
Putnam Investments
Massachusetts
$5.72M +$791K +31,800 +16%
KCM
31
Kennedy Capital Management
Missouri
$5.08M +$68K +2,735 +1%
Natixis Advisors
32
Natixis Advisors
Massachusetts
$4.81M +$430K +17,281 +10%
QI
33
QS Investors
New York
$4.79M
BNP Paribas Asset Management
34
BNP Paribas Asset Management
France
$4.52M +$635K +25,558 +16%
TCIM
35
TIAA CREF Investment Management
New York
$4.17M +$470K +18,894 +13%
BIM
36
BlackRock Investment Management
Delaware
$4.14M +$171K +6,895 +4%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$4.11M -$84.5K -3,400 -2%
BCM
38
Bridgeway Capital Management
Texas
$3.76M +$11.2K +450 +0.3%
CAM
39
ClariVest Asset Management
California
$3.73M +$27.4K +1,100 +0.7%
JP Morgan Chase
40
JP Morgan Chase
New York
$3.68M -$132K -5,300 -3%
Principal Financial Group
41
Principal Financial Group
Iowa
$3.52M -$267K -10,725 -7%
BA
42
Boston Advisors
Massachusetts
$3.5M +$3.49M +140,310 New
Charles Schwab
43
Charles Schwab
California
$3.47M +$62.4K +2,508 +2%
NFA
44
Nationwide Fund Advisors
Ohio
$3.26M +$177K +7,132 +6%
Nordea Investment Management
45
Nordea Investment Management
Sweden
$2.99M +$450K +18,112 +18%
Bank of America
46
Bank of America
North Carolina
$2.91M -$156K -6,294 -5%
Invesco
47
Invesco
Georgia
$2.9M -$373K -14,993 -11%
BGIM
48
Brandywine Global Investment Management
Pennsylvania
$2.89M -$51.5K -2,070 -2%
SAMC
49
Shinko Asset Management Company
Japan
$2.76M -$305K -12,262 -10%
Fisher Asset Management
50
Fisher Asset Management
Washington
$2.75M -$305K -12,262 -10%

FRME Hedge Fund Activity: Q2 2016 in Review

149 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q2 2016, worth a combined $765M — up 7.3% from $713M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FRME positions and 6 closed out — a net gain of 2 holders — while 51 added to existing stakes and 44 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $5.31M. The largest seller was Castle Creek Capital Partners IV, cutting an estimated $11.6M.

  • 149 institutional investors held First Merchants (FRME) as of Q2 2016, unchanged from Q1 2016.
  • Funds reported $765M of First Merchants stock for Q2 2016, up 7.3% quarter-over-quarter.
  • 8 funds opened new First Merchants positions in Q2 2016 and 6 closed out, a net change of +2 holders.
  • The largest First Merchants buyer in Q2 2016 was Lord, Abbett & Co, an estimated $5.31M added.
  • The largest First Merchants seller in Q2 2016 was Castle Creek Capital Partners IV, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2016.