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First Merchants

182 hedge funds and large institutions have $889M invested in First Merchants in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 61 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 182182 (0)

0% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 27

1.23% less ownership

Funds ownership: 72.65%71.42% (-1.2%)

11% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 61

18% less capital invested

Capital invested by funds: $1.08B → $889M (-$194M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
182
Holders Change
Holders Change %
0%
% of All Funds
3.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
27
Increased
54
Reduced
61
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$8.81M -$98.9K -3,962 -1%
Wells Fargo
27
Wells Fargo
California
$8.25M +$44.5K +1,781 +0.5%
PC
28
Pier Capital
Connecticut
$8.13M +$2.69M +107,853 +44%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$6.85M +$6.58M +263,542 +3,732%
KCM
30
Kennedy Capital Management
Missouri
$5.54M -$1.13M -45,397 -16%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$5.45M +$1.53M +61,422 +35%
FMC
32
First Merchants Corp
Indiana
$4.81M -$7.73M -309,416 -60%
BNP Paribas Asset Management
33
BNP Paribas Asset Management
France
$4.72M +$51.4K +2,059 +1%
PFC
34
Phocas Financial Corp
California
$4.71M +$720K +28,830 +17%
BCM
35
Bridgeway Capital Management
Texas
$4.54M +$4.89M +196,000 New
First Trust Advisors
36
First Trust Advisors
Illinois
$3.8M +$680K +27,227 +20%
JP Morgan Chase
37
JP Morgan Chase
New York
$3.79M -$125K -5,002 -3%
ECA
38
Endeavour Capital Advisors
Connecticut
$3.67M +$3.96M +158,602 New
PPA
39
Parametric Portfolio Associates
Washington
$3.28M +$125K +5,017 +4%
SO
40
STRS Ohio
Ohio
$3.1M +$225K +9,000 +7%
Nordea Investment Management
41
Nordea Investment Management
Sweden
$2.93M -$3.11M -124,674 -50%
Swiss National Bank
42
Swiss National Bank
Switzerland
$2.86M
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$2.86M +$99.7K +3,993 +3%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$2.69M +$1.2K +48 +0%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$2.62M -$84.8K -3,396 -3%
Arrowstreet Capital
46
Arrowstreet Capital
Massachusetts
$2.59M +$2.8M +111,971 New
State of New Jersey Common Pension Fund D
47
State of New Jersey Common Pension Fund D
New Jersey
$2.28M -$76.4K -3,060 -3%
DA
48
Denali Advisors
California
$2.14M +$777K +31,100 +51%
Ameriprise
49
Ameriprise
Minnesota
$1.92M +$1.38M +55,351 +202%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$1.89M

FRME Hedge Fund Activity: Q3 2020 in Review

182 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q3 2020, worth a combined $889M — down 18% from $1.08B a quarter earlier.

Fund positioning in FRME was balanced in Q3 2020: 27 funds opened new positions, 27 closed out, 54 added to existing stakes and 61 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $6.58M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $23.1M sold.

  • 182 institutional investors held First Merchants (FRME) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $889M of First Merchants stock for Q3 2020, down 18% quarter-over-quarter.
  • 27 funds opened new First Merchants positions in Q3 2020 and 27 closed out, a net change of 0 holders.
  • The largest First Merchants buyer in Q3 2020 was Bank of Montreal, an estimated $6.58M added.
  • The largest First Merchants seller in Q3 2020 was Vaughan Nelson Investment Management, an estimated $23.1M sold.

Based on aggregated 13F filings for Q3 2020.