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First Merchants

197 hedge funds and large institutions have $1.68B invested in First Merchants in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 61 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

2% more funds holding

Funds holding: 193197 (+4)

10% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 61

0.21% less ownership

Funds ownership: 74.85%74.64% (-0.21%)

11% less capital invested

Capital invested by funds: $1.89B → $1.68B (-$207M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
197
Holders Change
+4
Holders Change %
+2.07%
% of All Funds
3.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
67
Reduced
61
Closed
16
Calls
$204K
Puts
Net Calls
+$204K
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
MA
126
Minerva Advisors
Pennsylvania
$411K
Los Angeles Capital Management
127
Los Angeles Capital Management
California
$410K -$962K -21,074 -68%
MCM
128
Monarch Capital Management
Indiana
$405K
NPF
129
Norris Perne & French
Michigan
$389K -$247K -5,405 -37%
IIC
130
Integrated Investment Consultants
Michigan
$366K +$5.75K +126 +1%
IA
131
IndexIQ Advisors
New York
$363K +$10.1K +221 +3%
WAS
132
Wealth Advisory Solutions
Indiana
$363K +$397K +8,710 New
COI
133
Connable Office Inc
Michigan
$359K -$86.4K -1,893 -18%
TCA
134
Transcend Capital Advisors
New Jersey
$354K
DA
135
Duality Advisers
Florida
$349K +$382K +8,379 New
OFG
136
Oxford Financial Group
Indiana
$339K
KWM
137
Kingsview Wealth Management
Oregon
$331K -$1.73K -38 -0.5%
Jane Street
138
Jane Street
New York
$329K +$360K +7,888 New
JIC
139
Johnson Investment Counsel
Ohio
$326K
AB
140
Amalgamated Bank
New York
$317K +$148K +3,250 +75%
Squarepoint
141
Squarepoint
New York
$316K +$346K +7,583 New
BNP Paribas Financial Markets
142
BNP Paribas Financial Markets
France
$310K -$751K -16,450 -69%
Cetera Investment Advisers
143
Cetera Investment Advisers
Illinois
$309K -$31.6K -692 -9%
Teacher Retirement System of Texas
144
Teacher Retirement System of Texas
Texas
$299K +$48.5K +1,062 +17%
BCI
145
Brinker Capital Investments
Pennsylvania
$292K +$2.69K +59 +0.8%
AB
146
Atlas Brown
Kentucky
$267K
ClearBridge Investments
147
ClearBridge Investments
New York
$256K
VVP
148
Venture Visionary Partners
Ohio
$252K -$4.15K -91 -1%
HAG
149
HighPoint Advisor Group
Illinois
$243K
UWPG
150
Ullmann Wealth Partners Group
Florida
$233K

FRME Hedge Fund Activity: Q2 2021 in Review

197 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q2 2021, worth a combined $1.68B — down 11% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FRME positions and 16 closed out — a net gain of 4 holders — while 67 added to existing stakes and 61 trimmed.

The largest buyer was ProShare Advisors, adding an estimated $10.5M. The largest seller was Fidelity Investments, cutting an estimated $29.2M.

  • 197 institutional investors held First Merchants (FRME) as of Q2 2021, up from 193 in Q1 2021.
  • Funds reported $1.68B of First Merchants stock for Q2 2021, down 11% quarter-over-quarter.
  • 20 funds opened new First Merchants positions in Q2 2021 and 16 closed out, a net change of +4 holders.
  • The largest First Merchants buyer in Q2 2021 was ProShare Advisors, an estimated $10.5M added.
  • The largest First Merchants seller in Q2 2021 was Fidelity Investments, an estimated $29.2M sold.

Based on aggregated 13F filings for Q2 2021.