We are live on ! Find out more
FRME icon

First Merchants

182 hedge funds and large institutions have $1.08B invested in First Merchants in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 52 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 52

3% more capital invested

Capital invested by funds: $1.05B → $1.08B (+$32.2M)

0.73% more ownership

Funds ownership: 71.92%72.65% (+0.73%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 22

1% less funds holding

Funds holding: 184182 (-2)

Holders
182
Holders Change
-2
Holders Change %
-1.09%
% of All Funds
3.73%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
74
Reduced
52
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
51
Natixis Advisors
Massachusetts
$1.97M -$564K -21,113 -23%
CS
52
Credit Suisse
Switzerland
$1.91M -$613K -22,950 -25%
PNC
53
Park National Corp
Ohio
$1.9M
BGIM
54
Brandywine Global Investment Management
Pennsylvania
$1.86M -$27.7K -1,038 -2%
Prudential Financial
55
Prudential Financial
New Jersey
$1.86M +$182K +6,808 +11%
Fisher Asset Management
56
Fisher Asset Management
Washington
$1.8M +$549K +20,544 +46%
FA
57
FCG Advisors
New Jersey
$1.8M -$9.67K -362 -0.6%
DA
58
Denali Advisors
California
$1.69M +$655K +24,500 +67%
GC
59
Guggenheim Capital
Illinois
$1.63M +$227K +8,507 +17%
UBS AM
60
UBS AM
Illinois
$1.58M -$146K -5,474 -9%
Morgan Stanley
61
Morgan Stanley
New York
$1.5M -$334K -12,502 -19%
Voloridge Investment Management
62
Voloridge Investment Management
Florida
$1.49M +$1.1M +41,243 +319%
MSL
63
Mackay Shields LLC
New York
$1.48M +$243K +9,100 +20%
Invesco
64
Invesco
Georgia
$1.37M -$199K -7,456 -13%
PFM
65
Premier Fund Managers
United Kingdom
$1.33M +$1.29M +48,100 New
ONB
66
Old National Bancorp
Indiana
$1.3M -$44.2K -1,653 -3%
Los Angeles Capital Management
67
Los Angeles Capital Management
California
$1.16M -$17.8K -665 -2%
KOCAA
68
Knights of Columbus Asset Advisors
Connecticut
$1.14M +$3.31K +124 +0.3%
VRS
69
Virginia Retirement Systems
Virginia
$1.07M -$248K -9,300 -19%
T. Rowe Price Associates
70
T. Rowe Price Associates
Maryland
$1.06M +$5.64K +211 +0.6%
UBS Group
71
UBS Group
Switzerland
$1.05M -$68.7K -2,570 -6%
CAM
72
ClariVest Asset Management
California
$1.01M -$566K -21,200 -37%
OAM
73
Oppenheimer Asset Management
New York
$994K -$40.9K -1,532 -4%
LSV Asset Management
74
LSV Asset Management
Illinois
$989K -$196K -7,347 -17%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$966K

FRME Hedge Fund Activity: Q2 2020 in Review

182 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q2 2020, worth a combined $1.08B — up 3.1% from $1.05B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of FRME and 21 opened new positions — a net loss of 1 holder — while 52 trimmed existing stakes and 74 added.

The largest buyer was Systematic Financial Management, adding an estimated $10.8M. The largest seller was Victory Capital Management, cutting an estimated $24.3M.

  • 182 institutional investors held First Merchants (FRME) as of Q2 2020, down from 184 in Q1 2020.
  • Funds reported $1.08B of First Merchants stock for Q2 2020, up 3.1% quarter-over-quarter.
  • 21 funds opened new First Merchants positions in Q2 2020 and 22 closed out, a net change of -1 holder.
  • The largest First Merchants buyer in Q2 2020 was Systematic Financial Management, an estimated $10.8M added.
  • The largest First Merchants seller in Q2 2020 was Victory Capital Management, an estimated $24.3M sold.

Based on aggregated 13F filings for Q2 2020.