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First Merchants

230 hedge funds and large institutions have $1.66B invested in First Merchants in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4% more funds holding

Funds holding: 221230 (+9)

0.29% more ownership

Funds ownership: 72.33%72.62% (+0.29%)

0% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 76

0% less capital invested

Capital invested by funds: $1.67B → $1.66B (-$3.74M)

Holders
230
Holders Change
+9
Holders Change %
+4.07%
% of All Funds
3.7%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
29
Increased
76
Reduced
76
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NPF
151
Norris Perne & French
Michigan
$310K
State of Wisconsin Investment Board
152
State of Wisconsin Investment Board
Wisconsin
$305K -$155K -3,667 -33%
SIA
153
Schechter Investment Advisors
Michigan
$299K -$90.7K -2,146 -23%
SG Americas Securities
154
SG Americas Securities
New York
$289K -$183K -4,338 -38%
PAMS
155
Pictet Asset Management (Switzerland)
Switzerland
$289K +$297K +7,032 New
SIA
156
Soltis Investment Advisors
Utah
$284K -$42.3K -1,000 -13%
IFPG
157
Intrepid Financial Planning Group
Indiana
$269K
RCAG
158
Rehmann Capital Advisory Group
Michigan
$269K -$124K -2,930 -31%
AB
159
Atlas Brown
Kentucky
$263K
Cetera Investment Advisers
160
Cetera Investment Advisers
Illinois
$257K -$14.9K -352 -5%
OFG
161
Oxford Financial Group
Indiana
$256K
CSS
162
Cubist Systematic Strategies
Connecticut
$249K -$57.6K -1,364 -18%
UWPG
163
Ullmann Wealth Partners Group
Florida
$234K +$3.93K +93 +2%
PFA
164
Pathway Financial Advisers
Indiana
$216K +$222K +5,259 New
HighTower Advisors
165
HighTower Advisors
Illinois
$209K +$213K +5,049 New
Two Sigma Investments
166
Two Sigma Investments
New York
$201K -$185K -4,389 -47%
HF
167
HRT Financial
New York
$201K +$207K +4,897 New
KIG
168
Kessler Investment Group
Indiana
$191K
Canada Life
169
Canada Life
Manitoba, Canada
$186K +$74.5K +1,763 +64%
AIP
170
Ameritas Investment Partners
Nebraska
$179K
PMFA
171
Plante Moran Financial Advisors
Michigan
$174K -$80.3K -1,900 -31%
ACM
172
Aquatic Capital Management
Illinois
$152K +$156K +3,700 New
MLICM
173
Metropolitan Life Insurance Company (MetLife)
New York
$145K +$7.9K +187 +6%
Citigroup
174
Citigroup
New York
$144K -$17.4K -413 -11%
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$133K

FRME Hedge Fund Activity: Q4 2022 in Review

230 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q4 2022, worth a combined $1.66B — down 0.22% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FRME positions and 15 closed out — a net gain of 14 holders — while 76 added to existing stakes and 76 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $13.2M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $13M.

  • 230 institutional investors held First Merchants (FRME) as of Q4 2022, up from 221 in Q3 2022.
  • Funds reported $1.66B of First Merchants stock for Q4 2022, down 0.22% quarter-over-quarter.
  • 29 funds opened new First Merchants positions in Q4 2022 and 15 closed out, a net change of +14 holders.
  • The largest First Merchants buyer in Q4 2022 was Fisher Asset Management, an estimated $13.2M added.
  • The largest First Merchants seller in Q4 2022 was DePrince Race & Zollo Inc (DRZ), an estimated $13M sold.

Based on aggregated 13F filings for Q4 2022.