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First Merchants

193 hedge funds and large institutions have $1.89B invested in First Merchants in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

24% more capital invested

Capital invested by funds: $1.52B → $1.89B (+$367M)

4% more funds holding

Funds holding: 185193 (+8)

0.19% less ownership

Funds ownership: 75.04%74.85% (-0.19%)

9% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 70

Holders
193
Holders Change
+8
Holders Change %
+4.32%
% of All Funds
3.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
23
Increased
64
Reduced
70
Closed
14
Calls
$237K
Puts
Net Calls
+$237K
Net Calls Change
+$237K
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
151
Tower Research Capital (TRC)
New York
$172K -$41.9K -972 -21%
FBT
152
First Bank & Trust
South Dakota
$168K +$54.9K +1,275 +55%
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$158K -$188K -4,372 -56%
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$151K
Canada Life
155
Canada Life
Manitoba, Canada
$149K -$30.3K -704 -18%
BFC
156
Bedel Financial Consulting
Indiana
$130K
BWA
157
BDO Wealth Advisors
Florida
$105K
OIA
158
Optimum Investment Advisors
Illinois
$105K
Federated Hermes
159
Federated Hermes
Pennsylvania
$101K -$9.82K -228 -10%
PMFA
160
Plante Moran Financial Advisors
Michigan
$67K +$3.06K +71 +5%
VC
161
Vestor Capital
Illinois
$63K
Ohio Public Employees Retirement System (OPERS)
162
Ohio Public Employees Retirement System (OPERS)
Ohio
$63K +$4.57K +106 +8%
CT
163
Caldwell Trust
Florida
$60.5K
FQ
164
First Quadrant
California
$56K
VFA
165
Valeo Financial Advisors
Indiana
$47K +$4.31K +100 +11%
VI
166
Vestcor Inc
New Brunswick, Canada
$46K +$42.4K +985 New
PAM
167
Panagora Asset Management
Massachusetts
$36K
PFBT
168
Parkside Financial Bank & Trust
Missouri
$35K -$1.42K -33 -4%
NFSG
169
Newbridge Financial Services Group
Florida
$34K +$31.5K +731 New
MAM
170
Meeder Asset Management
Ohio
$33K -$50.9K -1,181 -62%
CWM
171
Cranbrook Wealth Management
Michigan
$33K
BCA
172
Berman Capital Advisors
Georgia
$28K +$26.5K +616 New
S
173
SignatureFD
Georgia
$24K +$9.18K +213 +71%
Toronto Dominion Bank
174
Toronto Dominion Bank
Ontario, Canada
$23K -$15.4K -357 -42%
QCG
175
Quadrant Capital Group
Ohio
$22K +$15.6K +363 +303%

FRME Hedge Fund Activity: Q1 2021 in Review

193 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q1 2021, worth a combined $1.89B — up 24% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FRME positions and 14 closed out — a net gain of 9 holders — while 64 added to existing stakes and 70 trimmed.

The largest buyer was EARNEST Partners, adding an estimated $10.9M. The largest seller was Northern Trust, cutting an estimated $14.2M.

  • 193 institutional investors held First Merchants (FRME) as of Q1 2021, up from 185 in Q4 2020.
  • Funds reported $1.89B of First Merchants stock for Q1 2021, up 24% quarter-over-quarter.
  • 23 funds opened new First Merchants positions in Q1 2021 and 14 closed out, a net change of +9 holders.
  • The largest First Merchants buyer in Q1 2021 was EARNEST Partners, an estimated $10.9M added.
  • The largest First Merchants seller in Q1 2021 was Northern Trust, an estimated $14.2M sold.

Based on aggregated 13F filings for Q1 2021.