We are live on ! Find out more
FRME icon

First Merchants

182 hedge funds and large institutions have $889M invested in First Merchants in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 61 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 182182 (0)

0% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 27

1.23% less ownership

Funds ownership: 72.65%71.42% (-1.2%)

11% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 61

18% less capital invested

Capital invested by funds: $1.08B → $889M (-$194M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
182
Holders Change
Holders Change %
0%
% of All Funds
3.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
27
Increased
54
Reduced
61
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
101
Windsor Wealth Management
Indiana
$403K
FL
102
Fourthstone LLC
Missouri
$394K +$425K +17,000 New
LPL Financial
103
LPL Financial
California
$384K +$4.75K +190 +1%
US Bancorp
104
US Bancorp
Minnesota
$382K +$9.84K +394 +2%
CSS
105
Cubist Systematic Strategies
Connecticut
$382K +$412K +16,494 New
ASRS
106
Arizona State Retirement System
Arizona
$378K +$95.7K +3,831 +31%
MLICM
107
Metropolitan Life Insurance Company (MetLife)
New York
$367K -$46.5K -1,861 -11%
Osaic Holdings
108
Osaic Holdings
Arizona
$355K +$96K +3,844 +33%
AB
109
Atlas Brown
Kentucky
$344K
NPF
110
Norris Perne & French
Michigan
$341K
Two Sigma Advisers
111
Two Sigma Advisers
New York
$340K +$367K +14,700 New
ITIM
112
Indiana Trust & Investment Management
Indiana
$339K +$365K +14,619 New
PP
113
Paloma Partners
Connecticut
$337K +$363K +14,526 New
V
114
Veritable
Delaware
$324K +$3.27K +131 +0.9%
WAS
115
Wealth Advisory Solutions
Indiana
$317K -$2.5K -100 -0.7%
WFPG
116
Waller Financial Planning Group
Ohio
$315K
AIM
117
Aigen Investment Management
New York
$312K +$337K +13,477 New
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$308K -$4.79K -192 -1%
BNP Paribas Financial Markets
119
BNP Paribas Financial Markets
France
$291K +$225K +9,022 +256%
BPM
120
Bowling Portfolio Management
Ohio
$281K +$303K +12,142 New
MA
121
Minerva Advisors
Pennsylvania
$277K
EGM
122
Engineers Gate Manager
New York
$273K +$294K +11,773 New
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$270K +$42.9K +1,719 +17%
GCP
124
GSA Capital Partners
United Kingdom
$264K +$285K +11,411 New
Jacobs Levy Equity Management
125
Jacobs Levy Equity Management
New Jersey
$259K -$85.8K -3,437 -24%

FRME Hedge Fund Activity: Q3 2020 in Review

182 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q3 2020, worth a combined $889M — down 18% from $1.08B a quarter earlier.

Fund positioning in FRME was balanced in Q3 2020: 27 funds opened new positions, 27 closed out, 54 added to existing stakes and 61 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $6.58M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $23.1M sold.

  • 182 institutional investors held First Merchants (FRME) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $889M of First Merchants stock for Q3 2020, down 18% quarter-over-quarter.
  • 27 funds opened new First Merchants positions in Q3 2020 and 27 closed out, a net change of 0 holders.
  • The largest First Merchants buyer in Q3 2020 was Bank of Montreal, an estimated $6.58M added.
  • The largest First Merchants seller in Q3 2020 was Vaughan Nelson Investment Management, an estimated $23.1M sold.

Based on aggregated 13F filings for Q3 2020.