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First Merchants
FRME

196 hedge funds and large institutions have $1.66B invested in First Merchants in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

25% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 56

10% more capital invested

Capital invested by funds: $1.5B → $1.66B (+$152M)

7% more funds holding

Funds holding: 183 → 196 (+13)

0.26% more ownership

Funds ownership: 71.27% → 71.53% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
196
Holders Change
+13
Holders Change %
+7.1%
% of All Funds
3.86%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
28
Increased
70
Reduced
56
Closed
13
Calls
$761K
Puts
–
Net Calls
+$761K
Net Calls Change
+$761K

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$11.6M
2
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
+$7.33M
3
Victory Capital Management
Victory Capital Management
Texas
+$6.93M
4
EARNEST Partners
EARNEST Partners
Georgia
+$5.82M
5
VNIM
Vaughan Nelson Investment Management
Texas
+$4.04M

Top Sellers

Rank Fund Capital Flow
1
PFP
Patriot Financial Partners
Pennsylvania
-$21.3M
2
BlackRock
BlackRock
New York
-$7.79M
3
American Century Companies
American Century Companies
Missouri
-$6.03M
4
FMC
First Merchants Corp
Indiana
-$5.74M
5
QI
QS Investors
New York
-$3.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$3.85M +$721K +18,068 +24%
Citadel Advisors
52
Citadel Advisors
Florida
$3.63M +$2.81M +70,430 +419%
DIA
53
Dean Investment Associates
Ohio
$3.5M -$14K -350 -0.4%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$3.47M -$67.3K -1,685 -2%
AQR Capital Management
55
AQR Capital Management
Connecticut
$3.42M +$23.5K +588 +0.7%
Prudential Financial
56
Prudential Financial
New Jersey
$3.3M -$790K -19,781 -20%
AllianceBernstein
57
AllianceBernstein
Tennessee
$3.15M – – –
FFBTD
58
First Financial Bank - Trust Division
Ohio
$3.15M – – –
UBS Group
59
UBS Group
Switzerland
$3.12M +$457K +11,441 +18%
SO
60
STRS Ohio
Ohio
$3.09M +$2.94M +73,600 +10,514%
BGIM
61
Brandywine Global Investment Management
Pennsylvania
$3.04M -$159K -3,976 -5%
PNC
62
Park National Corp
Ohio
$2.87M -$240K -6,000 -8%
FA
63
FCG Advisors
New Jersey
$2.74M -$73.2K -1,833 -3%
CAM
64
ClariVest Asset Management
California
$2.56M -$140K -3,500 -5%
Los Angeles Capital Management
65
Los Angeles Capital Management
California
$2.45M -$236K -5,920 -9%
UBS AM
66
UBS AM
Illinois
$2.41M -$90.5K -2,267 -4%
GC
67
Guggenheim Capital
Illinois
$2.38M -$529K -13,237 -19%
Barclays
68
Barclays
United Kingdom
$2.32M +$504K +12,632 +29%
ONB
69
Old National Bancorp
Indiana
$2.06M -$4.99K -125 -0.3%
Fisher Asset Management
70
Fisher Asset Management
Washington
$2.06M -$1.56K -39 -0.1%
VRS
71
Virginia Retirement Systems
Virginia
$2.01M +$16K +400 +0.8%
Invesco
72
Invesco
Georgia
$2.01M -$869K -21,753 -31%
KOCAA
73
Knights of Columbus Asset Advisors
Connecticut
$1.87M +$1.8M +44,984 New
LSV Asset Management
74
LSV Asset Management
Illinois
$1.86M -$75.7K -1,897 -4%
American Century Companies
75
American Century Companies
Missouri
$1.84M -$6.03M -151,103 -77%
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3
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FRME Hedge Fund Activity: Q4 2019 in Review

196 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q4 2019, worth a combined $1.66B — up 10% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FRME positions and 13 closed out — a net gain of 15 holders — while 70 added to existing stakes and 56 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $11.6M. The largest seller was Patriot Financial Partners, exiting entirely with an estimated $21.3M sold.

  • 196 institutional investors held First Merchants (FRME) as of Q4 2019, up from 183 in Q3 2019.
  • Funds reported $1.66B of First Merchants stock for Q4 2019, up 10% quarter-over-quarter.
  • 28 funds opened new First Merchants positions in Q4 2019 and 13 closed out, a net change of +15 holders.
  • The largest First Merchants buyer in Q4 2019 was Bank of New York Mellon, an estimated $11.6M added.
  • The largest First Merchants seller in Q4 2019 was Patriot Financial Partners, an estimated $21.3M sold.

Based on aggregated 13F filings for Q4 2019.