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First Merchants

191 hedge funds and large institutions have $1.44B invested in First Merchants in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

3% more funds holding

Funds holding: 186191 (+5)

2% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 65

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.83% less ownership

Funds ownership: 70.41%69.58% (-0.83%)

1% less capital invested

Capital invested by funds: $1.46B → $1.44B (-$18.7M)

Holders
191
Holders Change
+5
Holders Change %
+2.69%
% of All Funds
4.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
66
Reduced
65
Closed
15
Calls
$213K
Puts
Net Calls
+$213K
Net Calls Change
-$65K
Name Holding Trade Value Shares
Change
Change in
Stake
UWPG
151
Ullmann Wealth Partners Group
Florida
$233K
Canada Life
152
Canada Life
Manitoba, Canada
$232K +$10.8K +252 +5%
ClearBridge Investments
153
ClearBridge Investments
New York
$231K
AB
154
Amalgamated Bank
New York
$225K -$4.83K -113 -2%
ProShare Advisors
155
ProShare Advisors
Maryland
$218K -$36.2K -846 -14%
Envestnet Asset Management
156
Envestnet Asset Management
Illinois
$206K -$13.4K -314 -6%
HSBC Holdings
157
HSBC Holdings
United Kingdom
$202K -$2.46M -57,577 -92%
MAM
158
Meeder Asset Management
Ohio
$195K -$71.7K -1,677 -26%
SG Americas Securities
159
SG Americas Securities
New York
$172K +$176K +4,121 New
AIP
160
Ameritas Investment Partners
Nebraska
$147K
BFC
161
Bedel Financial Consulting
Indiana
$144K +$148K +3,456 New
Zurich Cantonal Bank
162
Zurich Cantonal Bank
Switzerland
$135K +$41.4K +969 +43%
CIBC Private Wealth Group
163
CIBC Private Wealth Group
Georgia
$126K +$13.9K +326 +12%
MYIA
164
Mount Yale Investment Advisors
Colorado
$117K +$120K +2,795 New
WAM
165
Wealthspire Advisors (Maryland)
Maryland
$105K +$2.95K +69 +3%
PAM
166
Paradigm Asset Management
New York
$95.9K
OIA
167
Optimum Investment Advisors
Illinois
$94K +$96.4K +2,253 New
QT
168
Quantbot Technologies
New York
$91K -$57.6K -1,346 -38%
AG
169
Advisor Group
Arizona
$91K -$6.54K -153 -7%
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$73K
PCG
171
Private Capital Group
Connecticut
$58K
RCAG
172
Rehmann Capital Advisory Group
Michigan
$52K +$53.1K +1,241 New
HNB
173
Huntington National Bank
Ohio
$43K +$44.4K +1,038 New
Nisa Investment Advisors
174
Nisa Investment Advisors
Missouri
$39K +$10.7K +250 +36%
TRCT
175
Tower Research Capital (TRC)
New York
$30K +$30.7K +717 New

FRME Hedge Fund Activity: Q1 2018 in Review

191 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q1 2018, worth a combined $1.44B — down 1.3% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FRME positions and 15 closed out — a net gain of 6 holders — while 66 added to existing stakes and 65 trimmed.

The largest buyer was Teachers Advisors, adding an estimated $11.8M. The largest seller was BlackRock, cutting an estimated $14.4M.

  • 191 institutional investors held First Merchants (FRME) as of Q1 2018, up from 186 in Q4 2017.
  • Funds reported $1.44B of First Merchants stock for Q1 2018, down 1.3% quarter-over-quarter.
  • 21 funds opened new First Merchants positions in Q1 2018 and 15 closed out, a net change of +6 holders.
  • The largest First Merchants buyer in Q1 2018 was Teachers Advisors, an estimated $11.8M added.
  • The largest First Merchants seller in Q1 2018 was BlackRock, an estimated $14.4M sold.

Based on aggregated 13F filings for Q1 2018.