We are live on ! Find out more
FRME icon

First Merchants

193 hedge funds and large institutions have $1.63B invested in First Merchants in 2018 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

13% more capital invested

Capital invested by funds: $1.44B → $1.63B (+$193M)

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

1.32% more ownership

Funds ownership: 69.58%70.89% (+1.3%)

1% more funds holding

Funds holding: 191193 (+2)

7% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 68

Holders
193
Holders Change
+2
Holders Change %
+1.05%
% of All Funds
4.42%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
17
Increased
63
Reduced
68
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
151
Envestnet Asset Management
Illinois
$226K -$3.36K -75 -2%
FAAS
152
First Allied Advisory Services
California
$213K +$206K +4,594 New
IAA
153
Independent Advisor Alliance
North Carolina
$213K +$206K +4,601 New
BW
154
Biegel & Waller
Maryland
$208K +$201K +4,487 New
GIM
155
Goelzer Investment Management
Indiana
$202K +$195K +4,358 New
BNP Paribas Financial Markets
156
BNP Paribas Financial Markets
France
$191K -$272K -6,076 -60%
AIP
157
Ameritas Investment Partners
Nebraska
$189K +$24.6K +549 +16%
Barclays
158
Barclays
United Kingdom
$175K -$268K -5,984 -61%
MAM
159
Meeder Asset Management
Ohio
$155K -$59K -1,316 -28%
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$151K
CIBC Private Wealth Group
161
CIBC Private Wealth Group
Georgia
$140K
BFC
162
Bedel Financial Consulting
Indiana
$130K -$29.1K -650 -19%
MYIA
163
Mount Yale Investment Advisors
Colorado
$130K
WAM
164
Wealthspire Advisors (Maryland)
Maryland
$117K -$179 -4 -0.2%
PAM
165
Paradigm Asset Management
New York
$107K
OIA
166
Optimum Investment Advisors
Illinois
$105K
AG
167
Advisor Group
Arizona
$98K -$2.87K -64 -3%
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$98K +$15.7K +351 +20%
MIFH
169
Migdal Insurance & Financial Holdings
Israel
$65K +$34.2K +762 +120%
PCG
170
Private Capital Group
Connecticut
$64K
RCAG
171
Rehmann Capital Advisory Group
Michigan
$56.6K -$897 -20 -2%
HNB
172
Huntington National Bank
Ohio
$48K
Nisa Investment Advisors
173
Nisa Investment Advisors
Missouri
$41K -$3.14K -70 -7%
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$34K +$32.4K +722 New
SO
175
STRS Ohio
Ohio
$32K +$31.4K +700 New

FRME Hedge Fund Activity: Q2 2018 in Review

193 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q2 2018, worth a combined $1.63B — up 13% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FRME positions and 15 closed out — a net gain of 2 holders — while 63 added to existing stakes and 68 trimmed.

The largest buyer was BlackRock, adding an estimated $19.1M. The largest seller was Lord, Abbett & Co, cutting an estimated $7.69M.

  • 193 institutional investors held First Merchants (FRME) as of Q2 2018, up from 191 in Q1 2018.
  • Funds reported $1.63B of First Merchants stock for Q2 2018, up 13% quarter-over-quarter.
  • 17 funds opened new First Merchants positions in Q2 2018 and 15 closed out, a net change of +2 holders.
  • The largest First Merchants buyer in Q2 2018 was BlackRock, an estimated $19.1M added.
  • The largest First Merchants seller in Q2 2018 was Lord, Abbett & Co, an estimated $7.69M sold.

Based on aggregated 13F filings for Q2 2018.