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First Merchants

211 hedge funds and large institutions have $1.42B invested in First Merchants in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 86 increasing their positions, 59 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 59

0.08% less ownership

Funds ownership: 72.62%72.53% (-0.08%)

8% less funds holding

Funds holding: 230211 (-19)

14% less capital invested

Capital invested by funds: $1.66B → $1.42B (-$238M)

48% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 31

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
211
Holders Change
-19
Holders Change %
-8.26%
% of All Funds
3.36%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
16
Increased
86
Reduced
59
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IIC
126
Integrated Investment Consultants
Michigan
$370K +$90.8K +2,293 +26%
COI
127
Connable Office Inc
Michigan
$368K +$72.4K +1,829 +20%
State of Wisconsin Investment Board
128
State of Wisconsin Investment Board
Wisconsin
$346K +$122K +3,087 +42%
ZF
129
Zhang Financial
Michigan
$338K
SPC
130
Sigma Planning Corp
Michigan
$338K +$14.9K +377 +4%
GIM
131
Goelzer Investment Management
Indiana
$328K
MA
132
Minerva Advisors
Pennsylvania
$325K
MCM
133
Monarch Capital Management
Indiana
$320K
QC
134
Quadrature Capital
United Kingdom
$318K +$382K +9,646 New
BCI
135
Brinker Capital Investments
Pennsylvania
$305K -$4.67K -118 -1%
OPS
136
Orion Portfolio Solutions
Nebraska
$305K +$367K +9,254 New
SC
137
Sonen Capital
California
$297K -$119K -3,000 -25%
XT
138
XTX Topco
Cayman Islands
$292K +$351K +8,873 New
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$290K
SPA
140
Sentinel Pension Advisors
Massachusetts
$283K
TCA
141
Transcend Capital Advisors
New Jersey
$280K
AA
142
ALPS Advisors
Colorado
$278K +$334K +8,430 New
GWP
143
Gateway Wealth Partners
Wisconsin
$276K +$158 +4 +0%
LPL Financial
144
LPL Financial
California
$276K +$21.2K +534 +7%
JIC
145
Johnson Investment Counsel
Ohio
$257K
KWM
146
Kingsview Wealth Management
Oregon
$256K
NPF
147
Norris Perne & French
Michigan
$249K
D.E. Shaw & Co
148
D.E. Shaw & Co
New York
$244K +$294K +7,415 New
PAMS
149
Pictet Asset Management (Switzerland)
Switzerland
$232K
SIA
150
Soltis Investment Advisors
Utah
$228K

FRME Hedge Fund Activity: Q1 2023 in Review

211 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q1 2023, worth a combined $1.42B — down 14% from $1.66B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of FRME and 16 opened new positions — a net loss of 15 holders — while 59 trimmed existing stakes and 86 added.

The largest buyer was EARNEST Partners, adding an estimated $9.6M. The largest seller was Pier Capital, exiting entirely with an estimated $9.9M sold.

  • 211 institutional investors held First Merchants (FRME) as of Q1 2023, down from 230 in Q4 2022.
  • Funds reported $1.42B of First Merchants stock for Q1 2023, down 14% quarter-over-quarter.
  • 16 funds opened new First Merchants positions in Q1 2023 and 31 closed out, a net change of -15 holders.
  • The largest First Merchants buyer in Q1 2023 was EARNEST Partners, an estimated $9.6M added.
  • The largest First Merchants seller in Q1 2023 was Pier Capital, an estimated $9.9M sold.

Based on aggregated 13F filings for Q1 2023.