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First Merchants

191 hedge funds and large institutions have $1.44B invested in First Merchants in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

3% more funds holding

Funds holding: 186191 (+5)

2% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 65

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.83% less ownership

Funds ownership: 70.41%69.58% (-0.83%)

1% less capital invested

Capital invested by funds: $1.46B → $1.44B (-$18.7M)

Holders
191
Holders Change
+5
Holders Change %
+2.69%
% of All Funds
4.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
66
Reduced
65
Closed
15
Calls
$213K
Puts
Net Calls
+$213K
Net Calls Change
-$65K
Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
176
Migdal Insurance & Financial Holdings
Israel
$27K +$27.2K +637 New
YWP
177
YorkBridge Wealth Partners
New York
$25K +$3.51K +82 +16%
LWCFA
178
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20K
PFBT
179
Parkside Financial Bank & Trust
Missouri
$20K +$3.51K +82 +21%
CTC
180
Central Trust Company
Missouri
$18K -$17.2K -403 -48%
MA
181
MUFG Americas
New York
$14K -$4.28K -100 -23%
IA
182
IFP Advisors
Florida
$9K
RFM
183
Royal Fund Management
Florida
$9K
FMII
184
Farmers & Merchants Investments Inc
Nebraska
$8K
GFP
185
Gryphon Financial Partners
Ohio
$7K -$3.72K -87 -33%
FEG
186
Financial Enhancement Group
Indiana
$7K +$7.36K +172 New
ASN
187
Advisory Services Network
Georgia
$4K -$556 -13 -12%
APP
188
Avantax Planning Partners
Iowa
$4K +$3.64K +85 New
ML
189
McAdam LLC
Pennsylvania
$3K +$2.65K +62 New
MPWT
190
MassMutual Private Wealth & Trust
Connecticut
$2K +$2.05K +48 New
AAM
191
Advisors Asset Management
Colorado
$2K
Assenagon Asset Management
192
Assenagon Asset Management
Luxembourg
-$1.65M -39,119 Closed
IA
193
IndexIQ Advisors
New York
-$1.51M -35,811 Closed
Nomura Holdings
194
Nomura Holdings
Japan
-$716K -17,000 Closed
LCM
195
Landscape Capital Management
New Jersey
-$391K -9,290 Closed
AWCI
196
Alpine Woods Capital Investors
New York
-$379K -9,000 Closed
Wellington Management Group
197
Wellington Management Group
Massachusetts
-$359K -8,523 Closed
LNC
198
Lincoln National Corp
Pennsylvania
-$323K -7,689 Closed
CSS
199
Cubist Systematic Strategies
Connecticut
-$279K -6,645 Closed
Parallax Volatility Advisers
200
Parallax Volatility Advisers
California
-$265K -6,300 Closed

FRME Hedge Fund Activity: Q1 2018 in Review

191 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q1 2018, worth a combined $1.44B — down 1.3% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FRME positions and 15 closed out — a net gain of 6 holders — while 66 added to existing stakes and 65 trimmed.

The largest buyer was Teachers Advisors, adding an estimated $11.8M. The largest seller was BlackRock, cutting an estimated $14.4M.

  • 191 institutional investors held First Merchants (FRME) as of Q1 2018, up from 186 in Q4 2017.
  • Funds reported $1.44B of First Merchants stock for Q1 2018, down 1.3% quarter-over-quarter.
  • 21 funds opened new First Merchants positions in Q1 2018 and 15 closed out, a net change of +6 holders.
  • The largest First Merchants buyer in Q1 2018 was Teachers Advisors, an estimated $11.8M added.
  • The largest First Merchants seller in Q1 2018 was BlackRock, an estimated $14.4M sold.

Based on aggregated 13F filings for Q1 2018.