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First Merchants
FRME

Overview Fund Activity

194 hedge funds and large institutions have $1.6B invested in First Merchants in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 70 increasing their positions, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
4.44%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
18
Increased
70
Reduced
60
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
+$19M
2
State Street
State Street
Massachusetts
+$14.3M
3
First Trust Advisors
First Trust Advisors
Illinois
+$4.92M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$4.4M
5
BlackRock
BlackRock
New York
+$4.3M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
-$17.4M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$10.7M
3
RCAMU
Rothschild & Co Asset Management US
Connecticut
-$4.21M
4
CAM
ClariVest Asset Management
California
-$3.1M
5
PC
Pier Capital
Connecticut
-$2.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
176
Parkside Financial Bank & Trust
Missouri
$23K – – –
LWCFA
177
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22K – – –
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$19K -$13.4K -298 -41%
CTC
179
Central Trust Company
Missouri
$19K +$441 +10 +2%
RFM
180
Royal Fund Management
Florida
$10K – – –
Rockefeller Capital Management
181
Rockefeller Capital Management
New York
$10K – – –
FMII
182
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
Qube Research & Technologies (QRT)
183
Qube Research & Technologies (QRT)
United Kingdom
$9K +$4.5K +100 +100%
CFGS
184
Concourse Financial Group Securities
Alabama
$9K +$9K +197 New
FEG
185
Financial Enhancement Group
Indiana
$8K – – –
IA
186
IFP Advisors
Florida
$6K – – –
IAS
187
IMA Advisory Services
Colorado
$6K – – –
ASN
188
Advisory Services Network
Georgia
$4K – – –
APP
189
Avantax Planning Partners
Iowa
$4K +$4K +85 New
TRCT
190
Tower Research Capital (TRC)
New York
$3K +$3K +62 New
MPWT
191
MassMutual Private Wealth & Trust
Connecticut
$2.16K – – –
AAM
192
Advisors Asset Management
Colorado
$2K – – –
SWP
193
Stratos Wealth Partners
Ohio
$2K +$2K +35 New
MCM
194
Monument Capital Management
Virginia
$1K +$1K +30 New
PIA
195
Piedmont Investment Advisors
North Carolina
– -$2.04M -44,049 Closed
WI
196
WBI Investments
New Jersey
– -$1.51M -32,463 Closed
Balyasny Asset Management
197
Balyasny Asset Management
Illinois
– -$684K -14,752 Closed
TF
198
TIAA FSB
Florida
– -$599K -12,917 Closed
ZCM
199
Zebra Capital Management
Connecticut
– -$572K -12,318 Closed
CC
200
Cannell & Co
New York
– -$464K -10,006 Closed
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