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First Merchants

253 hedge funds and large institutions have $1.74B invested in First Merchants in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 86 increasing their positions, 81 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 26

9% more capital invested

Capital invested by funds: $1.6B → $1.74B (+$146M)

4% more funds holding

Funds holding: 243253 (+10)

6% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 81

0.79% more ownership

Funds ownership: 73.62%74.4% (+0.79%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
253
Holders Change
+10
Holders Change %
+4.12%
% of All Funds
3.33%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
40
Increased
86
Reduced
81
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAG
151
HighPoint Advisor Group
Illinois
$313K
QC
152
Quantedge Capital
Singapore
$311K +$315K +7,800 New
KWM
153
Kingsview Wealth Management
Oregon
$310K
Cetera Investment Advisers
154
Cetera Investment Advisers
Illinois
$305K -$37.7K -932 -11%
Comerica Bank
155
Comerica Bank
Texas
$300K -$10.1K -250 -3%
SIA
156
Schechter Investment Advisors
Michigan
$295K +$9.22K +228 +3%
BNP Paribas Financial Markets
157
BNP Paribas Financial Markets
France
$292K -$382K -9,449 -56%
HighTower Advisors
158
HighTower Advisors
Illinois
$285K +$10.9K +269 +4%
Pictet Asset Management
159
Pictet Asset Management
Switzerland
$281K
Canada Life
160
Canada Life
Manitoba, Canada
$277K -$98K -2,422 -26%
CSP
161
Cary Street Partners
Virginia
$274K +$277K +6,858 New
NPF
162
Norris Perne & French
Michigan
$273K
JIC
163
Johnson Investment Counsel
Ohio
$272K -$57.8K -1,430 -17%
GIM
164
Goelzer Investment Management
Indiana
$270K +$274K +6,765 New
PP
165
PDS Planning
Ohio
$263K
WA
166
Waverly Advisors
Alabama
$260K +$264K +6,518 New
AB
167
Atlas Brown
Kentucky
$255K
ZF
168
Zhang Financial
Michigan
$250K -$40.4K -1,000 -14%
ECM
169
Evergreen Capital Management
Washington
$248K +$11K +273 +5%
CA
170
Clearstead Advisors
Ohio
$244K
SC
171
Savant Capital
Illinois
$244K +$1.9K +47 +0.8%
AIP
172
Ameritas Investment Partners
Nebraska
$243K +$15.7K +387 +7%
PA
173
Profund Advisors
Maryland
$238K +$242K +5,975 New
BCI
174
Brinker Capital Investments
Pennsylvania
$238K -$202 -5 -0.1%
OPS
175
Orion Portfolio Solutions
Nebraska
$238K -$202 -5 -0.1%

FRME Hedge Fund Activity: Q4 2024 in Review

253 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q4 2024, worth a combined $1.74B — up 9.1% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new FRME positions and 26 closed out — a net gain of 14 holders — while 86 added to existing stakes and 81 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $24.1M. The largest seller was Boston Partners, exiting entirely with an estimated $26.9M sold.

  • 253 institutional investors held First Merchants (FRME) as of Q4 2024, up from 243 in Q3 2024.
  • Funds reported $1.74B of First Merchants stock for Q4 2024, up 9.1% quarter-over-quarter.
  • 40 funds opened new First Merchants positions in Q4 2024 and 26 closed out, a net change of +14 holders.
  • The largest First Merchants buyer in Q4 2024 was Capital International Investors, an estimated $24.1M added.
  • The largest First Merchants seller in Q4 2024 was Boston Partners, an estimated $26.9M sold.

Based on aggregated 13F filings for Q4 2024.