We are live on ! Find out more
FRME icon

First Merchants

138 hedge funds and large institutions have $748M invested in First Merchants in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 57 increasing their positions, 47 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

21% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 47

2% more funds holding

Funds holding: 135138 (+3)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less capital invested

Capital invested by funds: $773M → $748M (-$25.8M)

Holders
138
Holders Change
+3
Holders Change %
+2.22%
% of All Funds
3.62%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
10
Increased
57
Reduced
47
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
101
Ladenburg Thalmann Financial Services
Florida
$368K +$8.93K +339 +2%
SCA
102
Secor Capital Advisors
New York
$357K +$370K +14,047 New
AFG
103
American Financial Group
Ohio
$332K
RBC
104
Ronald Blue & Co
Georgia
$331K -$49.8K -1,890 -13%
RJA
105
Raymond James & Associates
Florida
$328K +$21.9K +831 +7%
MA
106
Minerva Advisors
Pennsylvania
$304K
1GA
107
1st Global Advisors
Texas
$287K -$4.79K -182 -2%
DPI
108
Diversified Portfolios Inc
Michigan
$282K
CC
109
Cannell & Co
New York
$254K
BG
110
BlackRock Group
United Kingdom
$248K -$7.19K -273 -3%
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$221K +$7.11K +270 +3%
IMAS
112
ID Management A/S
Denmark
$221K
AAM
113
Advisors Asset Management
Colorado
$220K +$227K +8,605 +20,012%
Grantham, Mayo, Van Otterloo & Co (GMO)
114
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$206K -$23.7K -900 -10%
FQ
115
First Quadrant
California
$173K
ClearBridge Investments
116
ClearBridge Investments
New York
$169K -$19.5K -740 -10%
Envestnet Asset Management
117
Envestnet Asset Management
Illinois
$165K +$10.5K +400 +7%
Legal & General Group
118
Legal & General Group
United Kingdom
$141K
Canada Life
119
Canada Life
Manitoba, Canada
$135K
Victory Capital Management
120
Victory Capital Management
Texas
$118K -$4.34K -165 -3%
MAM
121
Meeder Asset Management
Ohio
$85K
UBS Group
122
UBS Group
Switzerland
$74K -$24K -913 -24%
PAM
123
Paradigm Asset Management
New York
$59.7K +$61.9K +2,350 New
OSAM
124
O'Shaughnessy Asset Management
Connecticut
$57K -$53.7K -2,038 -48%
CTC
125
Central Trust Company
Missouri
$39K +$16.6K +629 +68%

FRME Hedge Fund Activity: Q4 2015 in Review

138 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q4 2015, worth a combined $748M — down 3.3% from $773M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FRME positions and 7 closed out — a net gain of 3 holders — while 57 added to existing stakes and 47 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $7.79M. The largest seller was Wellington Management Group, cutting an estimated $36.8M.

  • 138 institutional investors held First Merchants (FRME) as of Q4 2015, up from 135 in Q3 2015.
  • Funds reported $748M of First Merchants stock for Q4 2015, down 3.3% quarter-over-quarter.
  • 10 funds opened new First Merchants positions in Q4 2015 and 7 closed out, a net change of +3 holders.
  • The largest First Merchants buyer in Q4 2015 was Goldman Sachs, an estimated $7.79M added.
  • The largest First Merchants seller in Q4 2015 was Wellington Management Group, an estimated $36.8M sold.

Based on aggregated 13F filings for Q4 2015.