We are live on ! Find out more
FRME icon

First Merchants

197 hedge funds and large institutions have $1.68B invested in First Merchants in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 61 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

2% more funds holding

Funds holding: 193197 (+4)

10% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 61

0.21% less ownership

Funds ownership: 74.85%74.64% (-0.21%)

11% less capital invested

Capital invested by funds: $1.89B → $1.68B (-$207M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
197
Holders Change
+4
Holders Change %
+2.07%
% of All Funds
3.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
67
Reduced
61
Closed
16
Calls
$204K
Puts
Net Calls
+$204K
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
E
151
Ergoteles
New York
$229K +$251K +5,500 New
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$226K +$91.9K +2,014 +59%
LPL Financial
153
LPL Financial
California
$218K -$526K -11,520 -69%
EGM
154
Engineers Gate Manager
New York
$211K +$231K +5,054 New
GWM
155
Geneos Wealth Management
Colorado
$209K
HighTower Advisors
156
HighTower Advisors
Illinois
$205K +$9.9K +217 +5%
QT
157
Quantbot Technologies
New York
$190K +$201K +4,399 +2,715%
AIP
158
Ameritas Investment Partners
Nebraska
$183K
FBT
159
First Bank & Trust
South Dakota
$159K +$8.94K +196 +5%
LSV Asset Management
160
LSV Asset Management
Illinois
$150K -$25.1K -550 -13%
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$135K
Canada Life
162
Canada Life
Manitoba, Canada
$134K
BFC
163
Bedel Financial Consulting
Indiana
$117K
Federated Hermes
164
Federated Hermes
Pennsylvania
$107K +$18.4K +404 +19%
BWA
165
BDO Wealth Advisors
Florida
$94K
OIA
166
Optimum Investment Advisors
Illinois
$94K
William Blair Investment Management
167
William Blair Investment Management
Illinois
$70K +$76.4K +1,675 New
Ohio Public Employees Retirement System (OPERS)
168
Ohio Public Employees Retirement System (OPERS)
Ohio
$59K +$3.19K +70 +5%
PMFA
169
Plante Moran Financial Advisors
Michigan
$57K -$3.24K -71 -5%
VC
170
Vestor Capital
Illinois
$56K
CT
171
Caldwell Trust
Florida
$54.2K
FQ
172
First Quadrant
California
$50K
VI
173
Vestcor Inc
New Brunswick, Canada
$41K
BCA
174
Berman Capital Advisors
Georgia
$33K +$9.03K +198 +32%
PFBT
175
Parkside Financial Bank & Trust
Missouri
$31K -$1.23K -27 -4%

FRME Hedge Fund Activity: Q2 2021 in Review

197 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q2 2021, worth a combined $1.68B — down 11% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FRME positions and 16 closed out — a net gain of 4 holders — while 67 added to existing stakes and 61 trimmed.

The largest buyer was ProShare Advisors, adding an estimated $10.5M. The largest seller was Fidelity Investments, cutting an estimated $29.2M.

  • 197 institutional investors held First Merchants (FRME) as of Q2 2021, up from 193 in Q1 2021.
  • Funds reported $1.68B of First Merchants stock for Q2 2021, down 11% quarter-over-quarter.
  • 20 funds opened new First Merchants positions in Q2 2021 and 16 closed out, a net change of +4 holders.
  • The largest First Merchants buyer in Q2 2021 was ProShare Advisors, an estimated $10.5M added.
  • The largest First Merchants seller in Q2 2021 was Fidelity Investments, an estimated $29.2M sold.

Based on aggregated 13F filings for Q2 2021.