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First Merchants

212 hedge funds and large institutions have $1.2B invested in First Merchants in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+2
Holders Change %
+0.95%
% of All Funds
3.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
83
Reduced
63
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
State Board of Administration of Florida Retirement System
126
State Board of Administration of Florida Retirement System
Florida
$470K +$2.5K +90 +0.5%
US Bancorp
127
US Bancorp
Minnesota
$434K -$20.3K -730 -4%
IFPG
128
Intrepid Financial Planning Group
Indiana
$415K +$415K +14,907 New
PFO
129
Pathstone Family Office
New Jersey
$403K +$403K +14,480 New
Handelsbanken Fonder
130
Handelsbanken Fonder
Sweden
$376K
VVP
131
Venture Visionary Partners
Ohio
$375K -$11.6K -418 -3%
IIC
132
Integrated Investment Consultants
Michigan
$354K +$41.5K +1,490 +13%
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$334K +$58.8K +2,112 +21%
AA
134
ALPS Advisors
Colorado
$326K +$89.3K +3,209 +38%
II
135
Inspire Investing
Idaho
$309K +$309K +11,114 New
SG Americas Securities
136
SG Americas Securities
New York
$291K +$111K +3,988 +62%
BCI
137
Brinker Capital Investments
Pennsylvania
$287K +$31.3K +1,124 +12%
OPS
138
Orion Portfolio Solutions
Nebraska
$287K +$31.3K +1,124 +12%
ZF
139
Zhang Financial
Michigan
$285K
GIM
140
Goelzer Investment Management
Indiana
$277K
MA
141
Minerva Advisors
Pennsylvania
$274K
MCM
142
Monarch Capital Management
Indiana
$270K
State of Wisconsin Investment Board
143
State of Wisconsin Investment Board
Wisconsin
$268K +$268K +9,634 New
LPL Financial
144
LPL Financial
California
$268K -$6.93K -249 -3%
QT
145
Quantbot Technologies
New York
$266K -$202K -7,259 -43%
SPA
146
Sentinel Pension Advisors
Massachusetts
$249K
Canada Life
147
Canada Life
Manitoba, Canada
$242K +$76.5K +2,756 +46%
Creative Planning
148
Creative Planning
Kansas
$237K +$237K +8,511 New
Balyasny Asset Management
149
Balyasny Asset Management
Illinois
$217K +$217K +7,812 New
JIC
150
Johnson Investment Counsel
Ohio
$217K