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First Merchants

193 hedge funds and large institutions have $1.63B invested in First Merchants in 2018 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

13% more capital invested

Capital invested by funds: $1.44B → $1.63B (+$193M)

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

1.32% more ownership

Funds ownership: 69.58%70.89% (+1.3%)

1% more funds holding

Funds holding: 191193 (+2)

7% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 68

Holders
193
Holders Change
+2
Holders Change %
+1.05%
% of All Funds
4.42%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
17
Increased
63
Reduced
68
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
YWP
176
YorkBridge Wealth Partners
New York
$28K +$897 +20 +3%
PFBT
177
Parkside Financial Bank & Trust
Missouri
$23K +$852 +19 +4%
LWCFA
178
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22K
CTC
179
Central Trust Company
Missouri
$20K -$897 -20 -5%
MA
180
MUFG Americas
New York
$16K
Rockefeller Capital Management
181
Rockefeller Capital Management
New York
$11K +$10.3K +230 New
RFM
182
Royal Fund Management
Florida
$10K
FMII
183
Farmers & Merchants Investments Inc
Nebraska
$9K
FEG
184
Financial Enhancement Group
Indiana
$8K
IA
185
IFP Advisors
Florida
$6K -$3.68K -82 -37%
IAS
186
IMA Advisory Services
Colorado
$6K +$5.87K +131 New
GFP
187
Gryphon Financial Partners
Ohio
$5K -$3.45K -77 -44%
ASN
188
Advisory Services Network
Georgia
$5K
Qube Research & Technologies (QRT)
189
Qube Research & Technologies (QRT)
United Kingdom
$5K +$4.48K +100 New
MCM
190
Maltese Capital Management
New York
$3K -$2.69M -60,035 -100%
MPWT
191
MassMutual Private Wealth & Trust
Connecticut
$2.23K
AAM
192
Advisors Asset Management
Colorado
$2K
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$1K +$986 +22 New
PP
194
PDT Partners
New York
-$905K -21,700 Closed
Susquehanna International Group
195
Susquehanna International Group
Pennsylvania
-$754K -18,074 Closed
Marshall Wace
196
Marshall Wace
United Kingdom
-$688K -16,500 Closed
OSAM
197
O'Shaughnessy Asset Management
Connecticut
-$602K -14,445 Closed
Citadel Advisors
198
Citadel Advisors
Florida
-$576K -13,807 Closed
DTL
199
Dynamic Technology Lab
Singapore
-$504K -12,087 Closed
PP
200
Paloma Partners
Connecticut
-$436K -10,461 Closed

FRME Hedge Fund Activity: Q2 2018 in Review

193 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q2 2018, worth a combined $1.63B — up 13% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FRME positions and 15 closed out — a net gain of 2 holders — while 63 added to existing stakes and 68 trimmed.

The largest buyer was BlackRock, adding an estimated $19.1M. The largest seller was Lord, Abbett & Co, cutting an estimated $7.69M.

  • 193 institutional investors held First Merchants (FRME) as of Q2 2018, up from 191 in Q1 2018.
  • Funds reported $1.63B of First Merchants stock for Q2 2018, up 13% quarter-over-quarter.
  • 17 funds opened new First Merchants positions in Q2 2018 and 15 closed out, a net change of +2 holders.
  • The largest First Merchants buyer in Q2 2018 was BlackRock, an estimated $19.1M added.
  • The largest First Merchants seller in Q2 2018 was Lord, Abbett & Co, an estimated $7.69M sold.

Based on aggregated 13F filings for Q2 2018.