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First Merchants

253 hedge funds and large institutions have $1.74B invested in First Merchants in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 86 increasing their positions, 81 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 26

9% more capital invested

Capital invested by funds: $1.6B → $1.74B (+$146M)

4% more funds holding

Funds holding: 243253 (+10)

6% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 81

0.79% more ownership

Funds ownership: 73.62%74.4% (+0.79%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
253
Holders Change
+10
Holders Change %
+4.12%
% of All Funds
3.33%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
40
Increased
86
Reduced
81
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$4.59M +$24.3K +600 +0.5%
Citigroup
52
Citigroup
New York
$4.58M +$1.69M +41,899 +57%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$4.18M +$73.7K +1,822 +2%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$4.07M -$26.3K -649 -0.6%
AQR Capital Management
55
AQR Capital Management
Connecticut
$3.96M -$1.76M -43,498 -30%
PU
56
Petiole USA
New York
$3.75M
Hotchkis & Wiley Capital Management
57
Hotchkis & Wiley Capital Management
California
$3.32M +$36.4K +900 +1%
AR
58
Advisory Research
Illinois
$3.17M -$5.46K -135 -0.2%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$3.16M -$209K -5,175 -6%
UBS Group
60
UBS Group
Switzerland
$3.14M +$967K +23,906 +44%
Corient Private Wealth
61
Corient Private Wealth
Florida
$3.14M +$2.74M +67,734 +623%
RHCA
62
Rosenthal Henry Capital Advisors
Indiana
$3.08M
FFBTD
63
First Financial Bank - Trust Division
Ohio
$3.02M
AllianceBernstein
64
AllianceBernstein
Tennessee
$2.72M +$146K +3,600 +6%
Ameriprise
65
Ameriprise
Minnesota
$2.57M -$248K -6,141 -9%
Legal & General Group
66
Legal & General Group
United Kingdom
$2.52M +$220K +5,444 +9%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$2.46M +$27.3K +675 +1%
Mariner
68
Mariner
Kansas
$2.34M -$11.9K -293 -0.5%
T. Rowe Price Associates
69
T. Rowe Price Associates
Maryland
$2.31M +$151K +3,735 +7%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$2.18M -$29.7K -734 -1%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$2M +$309K +7,639 +19%
Deutsche Bank
72
Deutsche Bank
Germany
$1.93M +$669K +16,531 +52%
Rafferty Asset Management
73
Rafferty Asset Management
New York
$1.91M -$125K -3,101 -6%
Teacher Retirement System of Texas
74
Teacher Retirement System of Texas
Texas
$1.86M +$266K +6,565 +16%
Stifel Financial
75
Stifel Financial
Missouri
$1.81M +$82.8K +2,048 +5%

FRME Hedge Fund Activity: Q4 2024 in Review

253 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q4 2024, worth a combined $1.74B — up 9.1% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new FRME positions and 26 closed out — a net gain of 14 holders — while 86 added to existing stakes and 81 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $24.1M. The largest seller was Boston Partners, exiting entirely with an estimated $26.9M sold.

  • 253 institutional investors held First Merchants (FRME) as of Q4 2024, up from 243 in Q3 2024.
  • Funds reported $1.74B of First Merchants stock for Q4 2024, up 9.1% quarter-over-quarter.
  • 40 funds opened new First Merchants positions in Q4 2024 and 26 closed out, a net change of +14 holders.
  • The largest First Merchants buyer in Q4 2024 was Capital International Investors, an estimated $24.1M added.
  • The largest First Merchants seller in Q4 2024 was Boston Partners, an estimated $26.9M sold.

Based on aggregated 13F filings for Q4 2024.