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First Merchants

193 hedge funds and large institutions have $1.89B invested in First Merchants in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

24% more capital invested

Capital invested by funds: $1.52B → $1.89B (+$367M)

4% more funds holding

Funds holding: 185193 (+8)

0.19% less ownership

Funds ownership: 75.04%74.85% (-0.19%)

9% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 70

Holders
193
Holders Change
+8
Holders Change %
+4.32%
% of All Funds
3.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
23
Increased
64
Reduced
70
Closed
14
Calls
$237K
Puts
Net Calls
+$237K
Net Calls Change
+$237K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
126
IndexIQ Advisors
New York
$394K +$24.6K +572 +7%
OFG
127
Oxford Financial Group
Indiana
$378K -$64.6K -1,500 -16%
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$377K +$43 +1 +0%
KWM
129
Kingsview Wealth Management
Oregon
$370K
JIC
130
Johnson Investment Counsel
Ohio
$364K
BCI
131
Brinker Capital Investments
Pennsylvania
$323K +$300K +6,955 New
ECM
132
ExodusPoint Capital Management
New York
$299K -$967K -22,449 -78%
AB
133
Atlas Brown
Kentucky
$298K -$286K -6,640 -51%
VVP
134
Venture Visionary Partners
Ohio
$286K -$23.9K -554 -8%
ClearBridge Investments
135
ClearBridge Investments
New York
$286K
Teacher Retirement System of Texas
136
Teacher Retirement System of Texas
Texas
$284K +$263K +6,112 New
HAG
137
HighPoint Advisor Group
Illinois
$273K
Voloridge Investment Management
138
Voloridge Investment Management
Florida
$264K +$245K +5,675 New
UWPG
139
Ullmann Wealth Partners Group
Florida
$260K
Qube Research & Technologies (QRT)
140
Qube Research & Technologies (QRT)
United Kingdom
$238K +$220K +5,113 New
GWM
141
Geneos Wealth Management
Colorado
$234K
Two Sigma Advisers
142
Two Sigma Advisers
New York
$228K -$138K -3,200 -40%
9WM
143
9258 Wealth Management
Ohio
$218K +$202K +4,690 New
HighTower Advisors
144
HighTower Advisors
Illinois
$218K +$202K +4,692 New
PP
145
Paloma Partners
Connecticut
$218K +$203K +4,704 New
IB
146
Intrust Bank
Kansas
$209K +$194K +4,506 New
PAMU
147
Pictet Asset Management (UK)
United Kingdom
$205K +$190K +4,400 New
AIP
148
Ameritas Investment Partners
Nebraska
$204K -$11.2K -259 -6%
AB
149
Amalgamated Bank
New York
$202K +$188K +4,352 New
LSV Asset Management
150
LSV Asset Management
Illinois
$193K -$795K -18,461 -82%

FRME Hedge Fund Activity: Q1 2021 in Review

193 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q1 2021, worth a combined $1.89B — up 24% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FRME positions and 14 closed out — a net gain of 9 holders — while 64 added to existing stakes and 70 trimmed.

The largest buyer was EARNEST Partners, adding an estimated $10.9M. The largest seller was Northern Trust, cutting an estimated $14.2M.

  • 193 institutional investors held First Merchants (FRME) as of Q1 2021, up from 185 in Q4 2020.
  • Funds reported $1.89B of First Merchants stock for Q1 2021, up 24% quarter-over-quarter.
  • 23 funds opened new First Merchants positions in Q1 2021 and 14 closed out, a net change of +9 holders.
  • The largest First Merchants buyer in Q1 2021 was EARNEST Partners, an estimated $10.9M added.
  • The largest First Merchants seller in Q1 2021 was Northern Trust, an estimated $14.2M sold.

Based on aggregated 13F filings for Q1 2021.