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First Merchants

202 hedge funds and large institutions have $1.22B invested in First Merchants in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 67 increasing their positions, 61 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 25

4% more funds holding

Funds holding: 194202 (+8)

10% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 61

0.37% more ownership

Funds ownership: 71.97%72.33% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

24% less capital invested

Capital invested by funds: $1.6B → $1.22B (-$385M)

Holders
202
Holders Change
+8
Holders Change %
+4.12%
% of All Funds
4.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
33
Increased
67
Reduced
61
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
176
Migdal Insurance & Financial Holdings
Israel
$35K -$21.6K -531 -34%
Nisa Investment Advisors
177
Nisa Investment Advisors
Missouri
$32K
AIA
178
Alera Investment Advisors
Illinois
$31K +$37.3K +918 New
OIA
179
OneDigital Investment Advisors
Kansas
$29K +$34.1K +840 New
YWP
180
YorkBridge Wealth Partners
New York
$21K
PFBT
181
Parkside Financial Bank & Trust
Missouri
$19K +$1.91K +47 +9%
WAM
182
Wealthspire Advisors (Maryland)
Maryland
$18K -$37.7K -928 -63%
LWCFA
183
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16K
FCA
184
FinTrust Capital Advisors
South Carolina
$16K +$19.3K +474 New
CAPTRUST Financial Advisors
185
CAPTRUST Financial Advisors
North Carolina
$15K
Toronto Dominion Bank
186
Toronto Dominion Bank
Ontario, Canada
$15K +$17.5K +431 New
Schroder Investment Management Group
187
Schroder Investment Management Group
United Kingdom
$13.9K +$3.87M +95,415 +31%
CTC
188
Central Trust Company
Missouri
$8K -$7.72K -190 -44%
FEG
189
Financial Enhancement Group
Indiana
$8K
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$8K
FMII
191
Farmers & Merchants Investments Inc
Nebraska
$7K
RFM
192
Royal Fund Management
Florida
$7K
CFGS
193
Concourse Financial Group Securities
Alabama
$5K -$1.95K -48 -24%
IA
194
IFP Advisors
Florida
$5K
ASN
195
Advisory Services Network
Georgia
$4K
IAS
196
IMA Advisory Services
Colorado
$4K
MNBTD
197
Moody National Bank Trust Division
Texas
$4K +$4.79K +118 New
PWMG
198
Prestige Wealth Management Group
New Jersey
$2K +$2.03K +50 New
MPWT
199
MassMutual Private Wealth & Trust
Connecticut
$1.65K
AAM
200
Advisors Asset Management
Colorado
$1K

FRME Hedge Fund Activity: Q4 2018 in Review

202 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q4 2018, worth a combined $1.22B — down 24% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new FRME positions and 25 closed out — a net gain of 8 holders — while 67 added to existing stakes and 61 trimmed.

The largest buyer was Vanguard Group, adding an estimated $6.29M. The largest seller was Rothschild & Co Asset Management US, exiting entirely with an estimated $9.05M sold.

  • 202 institutional investors held First Merchants (FRME) as of Q4 2018, up from 194 in Q3 2018.
  • Funds reported $1.22B of First Merchants stock for Q4 2018, down 24% quarter-over-quarter.
  • 33 funds opened new First Merchants positions in Q4 2018 and 25 closed out, a net change of +8 holders.
  • The largest First Merchants buyer in Q4 2018 was Vanguard Group, an estimated $6.29M added.
  • The largest First Merchants seller in Q4 2018 was Rothschild & Co Asset Management US, an estimated $9.05M sold.

Based on aggregated 13F filings for Q4 2018.