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First Merchants

182 hedge funds and large institutions have $889M invested in First Merchants in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 61 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 182182 (0)

0% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 27

1.23% less ownership

Funds ownership: 72.65%71.42% (-1.2%)

11% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 61

18% less capital invested

Capital invested by funds: $1.08B → $889M (-$194M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
182
Holders Change
Holders Change %
0%
% of All Funds
3.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
27
Increased
54
Reduced
61
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
176
Sound Income Strategies
Florida
$2K
Bessemer Group
177
Bessemer Group
New Jersey
$2K +$2.32K +93 New
LC
178
Lindbrook Capital
California
$2K +$2.4K +96 New
CWC
179
Carolinas Wealth Consulting
North Carolina
$2K +$2.47K +99 New
CFGS
180
Concourse Financial Group Securities
Alabama
$1K
PA
181
Parallel Advisors
California
$1K +$624 +25 +278%
PFWA
182
Paces Ferry Wealth Advisors
Georgia
$1K +$824 +33 New
VNIM
183
Vaughan Nelson Investment Management
Texas
-$23.1M -838,479 Closed
MOACM
184
Mutual of America Capital Management
New York
-$2.87M -104,077 Closed
Natixis Advisors
185
Natixis Advisors
Massachusetts
-$1.97M -71,313 Closed
BGIM
186
Brandywine Global Investment Management
Pennsylvania
-$1.86M -67,595 Closed
Allianz Asset Management
187
Allianz Asset Management
Germany
-$949K -34,426 Closed
Man Group
188
Man Group
United Kingdom
-$799K -28,971 Closed
SG Americas Securities
189
SG Americas Securities
New York
-$681K -24,705 Closed
MCM
190
Maltese Capital Management
New York
-$553K -20,044 Closed
Qube Research & Technologies (QRT)
191
Qube Research & Technologies (QRT)
United Kingdom
-$474K -17,188 Closed
Stifel Financial
192
Stifel Financial
Missouri
-$447K -16,202 Closed
IB
193
Intrust Bank
Kansas
-$384K -13,940 Closed
PP
194
PDT Partners
New York
-$237K -8,586 Closed
EWM
195
Edge Wealth Management
New York
-$234K -8,484 Closed
Jane Street
196
Jane Street
New York
-$228K -8,254 Closed
RJA
197
Raymond James & Associates
Florida
-$223K -8,087 Closed
KWM
198
Kingsview Wealth Management
Oregon
-$214K -7,770 Closed
GCA
199
Greenwood Capital Associates
South Carolina
-$209K -7,583 Closed
Acadian Asset Management
200
Acadian Asset Management
Massachusetts
-$202K -7,366 Closed

FRME Hedge Fund Activity: Q3 2020 in Review

182 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q3 2020, worth a combined $889M — down 18% from $1.08B a quarter earlier.

Fund positioning in FRME was balanced in Q3 2020: 27 funds opened new positions, 27 closed out, 54 added to existing stakes and 61 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $6.58M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $23.1M sold.

  • 182 institutional investors held First Merchants (FRME) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $889M of First Merchants stock for Q3 2020, down 18% quarter-over-quarter.
  • 27 funds opened new First Merchants positions in Q3 2020 and 27 closed out, a net change of 0 holders.
  • The largest First Merchants buyer in Q3 2020 was Bank of Montreal, an estimated $6.58M added.
  • The largest First Merchants seller in Q3 2020 was Vaughan Nelson Investment Management, an estimated $23.1M sold.

Based on aggregated 13F filings for Q3 2020.