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First Merchants

230 hedge funds and large institutions have $1.66B invested in First Merchants in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4% more funds holding

Funds holding: 221230 (+9)

0.29% more ownership

Funds ownership: 72.33%72.62% (+0.29%)

0% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 76

0% less capital invested

Capital invested by funds: $1.67B → $1.66B (-$3.74M)

Holders
230
Holders Change
+9
Holders Change %
+4.07%
% of All Funds
3.7%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
29
Increased
76
Reduced
76
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NPIC
26
Neumeier Poma Investment Counsel
California
$17.4M +$1.97M +46,670 +12%
Fisher Asset Management
27
Fisher Asset Management
Washington
$16.5M +$13.2M +313,008 +359%
Schroder Investment Management Group
28
Schroder Investment Management Group
United Kingdom
$16.3M -$4.47M -105,824 -21%
Morgan Stanley
29
Morgan Stanley
New York
$13.3M -$3.91M -92,550 -22%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$13.2M -$2.85M -67,408 -17%
KCM
31
Kennedy Capital Management
Missouri
$12.4M -$741K -17,544 -5%
GC
32
Guggenheim Capital
Illinois
$12.1M +$409K +9,688 +3%
PC
33
Pier Capital
Connecticut
$9.9M -$94.7K -2,241 -0.9%
PFC
34
Phocas Financial Corp
California
$9.48M -$4.39K -104 -0%
ProShare Advisors
35
ProShare Advisors
Maryland
$8.91M +$549K +13,003 +6%
SEI Investments
36
SEI Investments
Pennsylvania
$8.61M -$118K -2,786 -1%
Wells Fargo
37
Wells Fargo
California
$8.34M +$458K +10,834 +6%
SO
38
STRS Ohio
Ohio
$7.27M -$608K -14,400 -8%
Macquarie Group
39
Macquarie Group
Australia
$6.39M -$624K -14,761 -9%
Invesco
40
Invesco
Georgia
$6.36M -$727K -17,195 -10%
Nordea Investment Management
41
Nordea Investment Management
Sweden
$6.28M -$164K -3,873 -2%
BNP Paribas Asset Management
42
BNP Paribas Asset Management
France
$5.95M +$444K +10,513 +8%
Swiss National Bank
43
Swiss National Bank
Switzerland
$5.91M +$114K +2,700 +2%
RJA
44
Raymond James & Associates
Florida
$5.55M +$2.04M +48,230 +56%
Hotchkis & Wiley Capital Management
45
Hotchkis & Wiley Capital Management
California
$4.98M +$104K +2,450 +2%
PU
46
Petiole USA
New York
$4.83M
OFS
47
OneAscent Financial Services
Alabama
$4.52M +$4.64M +109,885 New
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$4.47M +$62.8K +1,487 +1%
First Trust Advisors
49
First Trust Advisors
Illinois
$4.46M -$188K -4,444 -4%
Ameriprise
50
Ameriprise
Minnesota
$4.38M -$20.9K -495 -0.5%

FRME Hedge Fund Activity: Q4 2022 in Review

230 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q4 2022, worth a combined $1.66B — down 0.22% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FRME positions and 15 closed out — a net gain of 14 holders — while 76 added to existing stakes and 76 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $13.2M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $13M.

  • 230 institutional investors held First Merchants (FRME) as of Q4 2022, up from 221 in Q3 2022.
  • Funds reported $1.66B of First Merchants stock for Q4 2022, down 0.22% quarter-over-quarter.
  • 29 funds opened new First Merchants positions in Q4 2022 and 15 closed out, a net change of +14 holders.
  • The largest First Merchants buyer in Q4 2022 was Fisher Asset Management, an estimated $13.2M added.
  • The largest First Merchants seller in Q4 2022 was DePrince Race & Zollo Inc (DRZ), an estimated $13M sold.

Based on aggregated 13F filings for Q4 2022.