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First Merchants

202 hedge funds and large institutions have $1.22B invested in First Merchants in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 67 increasing their positions, 61 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 25

4% more funds holding

Funds holding: 194202 (+8)

10% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 61

0.37% more ownership

Funds ownership: 71.97%72.33% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

24% less capital invested

Capital invested by funds: $1.6B → $1.22B (-$385M)

Holders
202
Holders Change
+8
Holders Change %
+4.12%
% of All Funds
4.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
33
Increased
67
Reduced
61
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SRAM
151
Stone Ridge Asset Management
New York
$247K -$104K -2,566 -26%
MAM
152
Meeder Asset Management
Ohio
$246K +$155K +3,822 +114%
FDCDDQ
153
Federation des caisses Desjardins du Quebec
Quebec, Canada
$227K
AB
154
Amalgamated Bank
New York
$224K -$5.85K -144 -2%
P
155
Pitcairn
Pennsylvania
$220K -$61.5K -1,515 -19%
UCFA
156
United Capital Financial Advisors
Texas
$211K -$7.19K -177 -3%
ClearBridge Investments
157
ClearBridge Investments
New York
$211K
Canada Life
158
Canada Life
Manitoba, Canada
$183K -$1.14K -28 -0.5%
GWM
159
Geneos Wealth Management
Colorado
$173K
AIP
160
Ameritas Investment Partners
Nebraska
$139K
Zurich Cantonal Bank
161
Zurich Cantonal Bank
Switzerland
$111K
QT
162
Quantamental Technologies
New York
$110K +$130K +3,198 New
AG
163
Advisor Group
Arizona
$105K -$6.5K -160 -5%
BFC
164
Bedel Financial Consulting
Indiana
$96K
OIA
165
Optimum Investment Advisors
Illinois
$77K
CI
166
CX Institutional
Indiana
$77K +$90.6K +2,232 New
Bessemer Group
167
Bessemer Group
New Jersey
$67K +$79.2K +1,950 New
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$66K -$7.68K -189 -9%
PAM
169
Paradigm Asset Management
New York
$53.1K -$36.6K -900 -37%
PCG
170
Private Capital Group
Connecticut
$48K
MWNA
171
Marshall Wace North America
New York
$47K +$55.5K +1,366 New
HNB
172
Huntington National Bank
Ohio
$46K +$15.9K +391 +41%
PRC
173
Pearl River Capital
Michigan
$42K +$49.7K +1,224 New
RCAG
174
Rehmann Capital Advisory Group
Michigan
$40.2K -$2.19K -54 -4%
BNP Paribas Financial Markets
175
BNP Paribas Financial Markets
France
$39.9K -$69.1K -1,702 -59%

FRME Hedge Fund Activity: Q4 2018 in Review

202 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q4 2018, worth a combined $1.22B — down 24% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new FRME positions and 25 closed out — a net gain of 8 holders — while 67 added to existing stakes and 61 trimmed.

The largest buyer was Vanguard Group, adding an estimated $6.29M. The largest seller was Rothschild & Co Asset Management US, exiting entirely with an estimated $9.05M sold.

  • 202 institutional investors held First Merchants (FRME) as of Q4 2018, up from 194 in Q3 2018.
  • Funds reported $1.22B of First Merchants stock for Q4 2018, down 24% quarter-over-quarter.
  • 33 funds opened new First Merchants positions in Q4 2018 and 25 closed out, a net change of +8 holders.
  • The largest First Merchants buyer in Q4 2018 was Vanguard Group, an estimated $6.29M added.
  • The largest First Merchants seller in Q4 2018 was Rothschild & Co Asset Management US, an estimated $9.05M sold.

Based on aggregated 13F filings for Q4 2018.