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First Merchants

230 hedge funds and large institutions have $1.41B invested in First Merchants in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 89 increasing their positions, 69 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

29% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 69

0.29% more ownership

Funds ownership: 72.51%72.8% (+0.29%)

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

1% less funds holding

Funds holding: 233230 (-3)

5% less capital invested

Capital invested by funds: $1.49B → $1.41B (-$78.9M)

Holders
230
Holders Change
-3
Holders Change %
-1.29%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
25
Increased
89
Reduced
69
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
151
Johnson Investment Counsel
Ohio
$259K
RJA
152
Raymond James & Associates
Florida
$259K -$13.5K -405 -5%
KWM
153
Kingsview Wealth Management
Oregon
$259K
NPF
154
Norris Perne & French
Michigan
$251K
OFG
155
Oxford Financial Group
Indiana
$244K +$12.1K +361 +5%
Comerica Bank
156
Comerica Bank
Texas
$238K -$4.11K -123 -2%
Pictet Asset Management
157
Pictet Asset Management
Switzerland
$234K
HSBC Holdings
158
HSBC Holdings
United Kingdom
$233K +$17.3K +519 +8%
HighTower Advisors
159
HighTower Advisors
Illinois
$231K +$3.31K +99 +1%
SFS
160
Security Financial Services
Indiana
$230K +$231K +6,912 New
TCA
161
Transcend Capital Advisors
New Jersey
$228K
PP
162
PDS Planning
Ohio
$220K
AB
163
Atlas Brown
Kentucky
$213K
I
164
InceptionR
California
$211K +$212K +6,351 New
BCI
165
Brinker Capital Investments
Pennsylvania
$207K -$103K -3,077 -33%
OPS
166
Orion Portfolio Solutions
Nebraska
$207K -$103K -3,077 -33%
HF
167
HRT Financial
New York
$205K -$430K -12,854 -68%
CA
168
Clearstead Advisors
Ohio
$204K +$205K +6,128 New
State of Wisconsin Investment Board
169
State of Wisconsin Investment Board
Wisconsin
$201K +$202K +6,050 New
AIP
170
Ameritas Investment Partners
Nebraska
$190K -$13.7K -411 -7%
PFA
171
Pathway Financial Advisers
Indiana
$186K +$2.07K +62 +1%
EMFAT
172
Emerald Mutual Fund Advisers Trust
Pennsylvania
$159K
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$108K
AssetMark Inc
174
AssetMark Inc
California
$107K +$1.3K +39 +1%
Fidelity Investments
175
Fidelity Investments
Massachusetts
$103K -$1.97K -59 -2%

FRME Hedge Fund Activity: Q2 2024 in Review

230 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q2 2024, worth a combined $1.41B — down 5.3% from $1.49B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of FRME and 25 opened new positions — a net loss of 2 holders — while 69 trimmed existing stakes and 89 added.

The largest buyer was First Merchants Corp, adding an estimated $16M. The largest seller was Cardinal Capital Management LLC (Connecticut), cutting an estimated $35.7M.

  • 230 institutional investors held First Merchants (FRME) as of Q2 2024, down from 233 in Q1 2024.
  • Funds reported $1.41B of First Merchants stock for Q2 2024, down 5.3% quarter-over-quarter.
  • 25 funds opened new First Merchants positions in Q2 2024 and 27 closed out, a net change of -2 holders.
  • The largest First Merchants buyer in Q2 2024 was First Merchants Corp, an estimated $16M added.
  • The largest First Merchants seller in Q2 2024 was Cardinal Capital Management LLC (Connecticut), an estimated $35.7M sold.

Based on aggregated 13F filings for Q2 2024.