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First Merchants

193 hedge funds and large institutions have $1.89B invested in First Merchants in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

24% more capital invested

Capital invested by funds: $1.52B → $1.89B (+$367M)

4% more funds holding

Funds holding: 185193 (+8)

0.19% less ownership

Funds ownership: 75.04%74.85% (-0.19%)

9% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 70

Holders
193
Holders Change
+8
Holders Change %
+4.32%
% of All Funds
3.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
23
Increased
64
Reduced
70
Closed
14
Calls
$237K
Puts
Net Calls
+$237K
Net Calls Change
+$237K
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
176
ClariVest Asset Management
California
$20K
LC
177
Lindbrook Capital
California
$16K +$8.96K +208 +160%
CI
178
CX Institutional
Indiana
$13K
PA
179
Parallel Advisors
California
$9K +$4.57K +106 +122%
FEG
180
Financial Enhancement Group
Indiana
$8K
SFS
181
Sowell Financial Services
Arkansas
$7K +$5.95K +138 New
QT
182
Quantbot Technologies
New York
$7K +$6.98K +162 New
SIS
183
Sound Income Strategies
Florida
$4.14K
CWC
184
Carolinas Wealth Consulting
North Carolina
$4K +$43 +1 +1%
APA
185
American Portfolios Advisors
New York
$3.49K +$3.23K +75 New
CFGS
186
Concourse Financial Group Securities
Alabama
$3K +$1.98K +46 +159%
EVM
187
Eaton Vance Management
Massachusetts
$3K +$2.37K +55 New
HR
188
Howe & Rusling
New York
$2K -$259 -6 -11%
FF
189
FourThought Financial
Florida
$2K
AIG
190
American International Group
New York
$1.46K +$3.58K +83 +0.3%
MWP
191
Meridian Wealth Partners
Pennsylvania
$1K +$1.16K +27 New
CWP
192
Concord Wealth Partners
Virginia
$1K +$1.34K +31 New
Nisa Investment Advisors
193
Nisa Investment Advisors
Missouri
$42
PC
194
Pier Capital
Connecticut
-$10M -268,120 Closed
ECA
195
Endeavour Capital Advisors
Connecticut
-$5.74M -153,321 Closed
Susquehanna International Group
196
Susquehanna International Group
Pennsylvania
-$592K -13,737 Closed
WAS
197
Wealth Advisory Solutions
Indiana
-$513K -13,710 Closed
WFPG
198
Waller Financial Planning Group
Ohio
-$510K -13,622 Closed
AA
199
ALPS Advisors
Colorado
-$405K -10,819 Closed
SPC
200
Sigma Planning Corp
Michigan
-$385K -10,286 Closed

FRME Hedge Fund Activity: Q1 2021 in Review

193 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q1 2021, worth a combined $1.89B — up 24% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FRME positions and 14 closed out — a net gain of 9 holders — while 64 added to existing stakes and 70 trimmed.

The largest buyer was EARNEST Partners, adding an estimated $10.9M. The largest seller was Northern Trust, cutting an estimated $14.2M.

  • 193 institutional investors held First Merchants (FRME) as of Q1 2021, up from 185 in Q4 2020.
  • Funds reported $1.89B of First Merchants stock for Q1 2021, up 24% quarter-over-quarter.
  • 23 funds opened new First Merchants positions in Q1 2021 and 14 closed out, a net change of +9 holders.
  • The largest First Merchants buyer in Q1 2021 was EARNEST Partners, an estimated $10.9M added.
  • The largest First Merchants seller in Q1 2021 was Northern Trust, an estimated $14.2M sold.

Based on aggregated 13F filings for Q1 2021.