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First Merchants
FRME

202 hedge funds and large institutions have $1.22B invested in First Merchants in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 67 increasing their positions, 61 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 25

4% more funds holding

Funds holding: 194 → 202 (+8)

10% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 61

0.37% more ownership

Funds ownership: 71.97% → 72.33% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

24% less capital invested

Capital invested by funds: $1.6B → $1.22B (-$385M)

Holders
202
Holders Change
+8
Holders Change %
+4.12%
% of All Funds
4.5%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
33
Increased
67
Reduced
61
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$6.29M
2
BlackRock
BlackRock
New York
+$6.05M
3
Marshall Wace
Marshall Wace
United Kingdom
+$5.04M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$3.87M
5
MCM
Maltese Capital Management
New York
+$3.25M

Top Sellers

Rank Fund Capital Flow
1
RCAMU
Rothschild & Co Asset Management US
Connecticut
-$9.05M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$6.19M
3
State Street
State Street
Massachusetts
-$4.4M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$3.8M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
126
Assured Investment Management
New York
$479K -$416K -10,237 -42%
Victory Capital Management
127
Victory Capital Management
Texas
$469K +$21.6K +533 +4%
American Century Companies
128
American Century Companies
Missouri
$469K +$556K +13,688 New
WFPG
129
Waller Financial Planning Group
Ohio
$467K +$553K +13,622 New
AB
130
Atlas Brown
Kentucky
$458K – – –
Capital Fund Management (CFM)
131
Capital Fund Management (CFM)
France
$452K +$536K +13,200 New
KBC Group
132
KBC Group
Belgium
$443K – – –
WG
133
Winton Group
United Kingdom
$439K -$134K -3,311 -21%
HIM
134
Hillsdale Investment Management
Ontario, Canada
$432K +$512K +12,600 New
SFA
135
Sequoia Financial Advisors
Ohio
$430K +$509K +12,536 New
MA
136
Minerva Advisors
Pennsylvania
$409K – – –
CI
137
Cigna Investments
Connecticut
$373K +$442K +10,884 New
RJFSA
138
Raymond James Financial Services Advisors
Florida
$356K +$1.18K +29 +0.3%
MCM
139
Monarch Capital Management
Indiana
$354K – – –
HI
140
HBK Investments
Texas
$353K +$117K +2,889 +39%
Ohio Public Employees Retirement System (OPERS)
141
Ohio Public Employees Retirement System (OPERS)
Ohio
$351K +$416K +10,254 New
Acadian Asset Management
142
Acadian Asset Management
Massachusetts
$345K +$409K +10,071 New
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$343K +$406K +10,009 New
AA
144
ALPS Advisors
Colorado
$322K -$34.8K -857 -8%
SG Americas Securities
145
SG Americas Securities
New York
$290K -$1.52M -37,370 -82%
WAM
146
Wakefield Asset Management
Colorado
$289K +$150K +3,701 +78%
JIC
147
Johnson Investment Counsel
Ohio
$268K +$318K +7,841 New
State of Tennessee, Department of Treasury
148
State of Tennessee, Department of Treasury
Tennessee
$265K +$314K +7,730 New
HAG
149
HighPoint Advisor Group
Illinois
$253K – – –
Squarepoint
150
Squarepoint
New York
$253K +$300K +7,380 New
4 5
6
7 8

FRME Hedge Fund Activity: Q4 2018 in Review

202 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q4 2018, worth a combined $1.22B — down 24% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new FRME positions and 25 closed out — a net gain of 8 holders — while 67 added to existing stakes and 61 trimmed.

The largest buyer was Vanguard Group, adding an estimated $6.29M. The largest seller was Rothschild & Co Asset Management US, exiting entirely with an estimated $9.05M sold.

  • 202 institutional investors held First Merchants (FRME) as of Q4 2018, up from 194 in Q3 2018.
  • Funds reported $1.22B of First Merchants stock for Q4 2018, down 24% quarter-over-quarter.
  • 33 funds opened new First Merchants positions in Q4 2018 and 25 closed out, a net change of +8 holders.
  • The largest First Merchants buyer in Q4 2018 was Vanguard Group, an estimated $6.29M added.
  • The largest First Merchants seller in Q4 2018 was Rothschild & Co Asset Management US, an estimated $9.05M sold.

Based on aggregated 13F filings for Q4 2018.