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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
HF
101
HRT Financial
New York
$481K +$467K +17,481 New
Qube Research & Technologies (QRT)
102
Qube Research & Technologies (QRT)
United Kingdom
$474K +$459K +17,188 New
LPL Financial
103
LPL Financial
California
$452K +$2.38K +89 +0.5%
Stifel Financial
104
Stifel Financial
Missouri
$447K +$4.41K +165 +1%
US Bancorp
105
US Bancorp
Minnesota
$445K -$4.76K -178 -1%
Federated Hermes
106
Federated Hermes
Pennsylvania
$444K -$309K -11,563 -42%
CPIG
107
Chicago Partners Investment Group
Illinois
$439K +$3.93K +147 +0.8%
American Century Companies
108
American Century Companies
Missouri
$432K -$780K -29,187 -65%
WWM
109
Windsor Wealth Management
Indiana
$411K
AB
110
Atlas Brown
Kentucky
$410K
NPF
111
Norris Perne & French
Michigan
$406K
Jacobs Levy Equity Management
112
Jacobs Levy Equity Management
New Jersey
$403K -$581K -21,741 -60%
PAM
113
Panagora Asset Management
Massachusetts
$392K +$2.67K +100 +0.7%
IB
114
Intrust Bank
Kansas
$384K -$216K -8,098 -37%
V
115
Veritable
Delaware
$383K +$695 +26 +0.2%
WAS
116
Wealth Advisory Solutions
Indiana
$378K
WFPG
117
Waller Financial Planning Group
Ohio
$376K
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$372K -$135K -5,064 -27%
ECM
119
ExodusPoint Capital Management
New York
$366K +$354K +13,260 New
ASRS
120
Arizona State Retirement System
Arizona
$345K -$15.5K -579 -4%
MA
121
Minerva Advisors
Pennsylvania
$329K
Osaic Holdings
122
Osaic Holdings
Arizona
$317K +$45.9K +1,716 +18%
Handelsbanken Fonder
123
Handelsbanken Fonder
Sweden
$309K +$300K +11,216 New
OFG
124
Oxford Financial Group
Indiana
$301K +$6.68K +250 +2%
ECM
125
ETrade Capital Management
Virginia
$301K +$52K +1,947 +22%

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.