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First Merchants

182 hedge funds and large institutions have $889M invested in First Merchants in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 61 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 182182 (0)

0% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 27

1.23% less ownership

Funds ownership: 72.65%71.42% (-1.2%)

11% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 61

18% less capital invested

Capital invested by funds: $1.08B → $889M (-$194M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
182
Holders Change
Holders Change %
0%
% of All Funds
3.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
27
Increased
54
Reduced
61
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
151
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$68K +$73.6K +2,946 New
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$65K -$436K -17,453 -86%
BFC
153
Bedel Financial Consulting
Indiana
$65K
Macquarie Group
154
Macquarie Group
Australia
$64K
HB
155
Horizon Bancorp
Indiana
$60K
BWA
156
BDO Wealth Advisors
Florida
$52K -$55.9K -2,240 -50%
OIA
157
Optimum Investment Advisors
Illinois
$52K
CWM
158
Cranbrook Wealth Management
Michigan
$49K
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$34K
PMFA
160
Plante Moran Financial Advisors
Michigan
$32K
CT
161
Caldwell Trust
Florida
$30.1K
TRCT
162
Tower Research Capital (TRC)
New York
$27K -$137K -5,488 -82%
FBT
163
First Bank & Trust
South Dakota
$27K -$58.7K -2,350 -67%
FQ
164
First Quadrant
California
$23K
PFBT
165
Parkside Financial Bank & Trust
Missouri
$19K -$2.32K -93 -10%
CAM
166
ClariVest Asset Management
California
$10K -$904K -36,200 -99%
EMFAT
167
Emerald Mutual Fund Advisers Trust
Pennsylvania
$9K -$2.3K -92 -20%
CI
168
CX Institutional
Indiana
$9K +$2.8K +112 +39%
Millennium Management
169
Millennium Management
New York
$7.64K +$5.21M +208,520 +172%
AIC
170
Archer Investment Corporation
Indiana
$7.53K
EA
171
Emerald Advisers
Pennsylvania
$5K
FEG
172
Financial Enhancement Group
Indiana
$4K
ASN
173
Advisory Services Network
Georgia
$4K +$4.52K +181 New
S
174
SignatureFD
Georgia
$3K +$1.15K +46 +51%
QCG
175
Quadrant Capital Group
Ohio
$2K -$50.4K -2,019 -96%

FRME Hedge Fund Activity: Q3 2020 in Review

182 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q3 2020, worth a combined $889M — down 18% from $1.08B a quarter earlier.

Fund positioning in FRME was balanced in Q3 2020: 27 funds opened new positions, 27 closed out, 54 added to existing stakes and 61 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $6.58M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $23.1M sold.

  • 182 institutional investors held First Merchants (FRME) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $889M of First Merchants stock for Q3 2020, down 18% quarter-over-quarter.
  • 27 funds opened new First Merchants positions in Q3 2020 and 27 closed out, a net change of 0 holders.
  • The largest First Merchants buyer in Q3 2020 was Bank of Montreal, an estimated $6.58M added.
  • The largest First Merchants seller in Q3 2020 was Vaughan Nelson Investment Management, an estimated $23.1M sold.

Based on aggregated 13F filings for Q3 2020.