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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
WAM
126
Wealthspire Advisors (Maryland)
Maryland
$32K +$33K +1,252 New
BlackRock
127
BlackRock
New York
$25K +$12K +456 +85%
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$21K +$10.4K +395 +91%
IA
129
IFP Advisors
Florida
$17K +$17.4K +659 New
SGAM
130
Smith Group Asset Management
Texas
$16K -$53 -2 -0.3%
LWCFA
131
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16K
DADC
132
D.A. Davidson & Co
Montana
$14K
Manulife (Manufacturers Life Insurance)
133
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.8K +$124K +4,699 +1%
SF
134
Synovus Financial
Georgia
$8K
TRCT
135
Tower Research Capital (TRC)
New York
$5K -$109K -4,155 -95%
MFS
136
MSI Financial Services
Massachusetts
$2K +$2.05K +78 New
DIA
137
Dana Investment Advisors
Wisconsin
$1.71K -$1.59M -60,376 -97%
American Century Companies
138
American Century Companies
Missouri
-$967K -36,886 Closed
SO
139
STRS Ohio
Ohio
-$875K -33,400 Closed
Citadel Advisors
140
Citadel Advisors
Florida
-$467K -17,823 Closed
CCMH
141
Cornerstone Capital Management Holdings
New York
-$260K -9,900 Closed
DekaBank Deutsche Girozentrale
142
DekaBank Deutsche Girozentrale
Germany
-$46K -1,740 Closed
Creative Planning
143
Creative Planning
Kansas
-$8K -308 Closed
Barclays
144
Barclays
United Kingdom
-$5.9K -224 -95%
GT
145
Glenmede Trust
Pennsylvania
-$1K -75 Closed

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.