We are live on ! Find out more
FRME icon

First Merchants

197 hedge funds and large institutions have $1.68B invested in First Merchants in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 61 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

2% more funds holding

Funds holding: 193197 (+4)

10% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 61

0.21% less ownership

Funds ownership: 74.85%74.64% (-0.21%)

11% less capital invested

Capital invested by funds: $1.89B → $1.68B (-$207M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
197
Holders Change
+4
Holders Change %
+2.07%
% of All Funds
3.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
67
Reduced
61
Closed
16
Calls
$204K
Puts
Net Calls
+$204K
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
176
Newbridge Financial Services Group
Florida
$31K +$46 +1 +0.1%
CWM
177
Cranbrook Wealth Management
Michigan
$29K
S
178
SignatureFD
Georgia
$28K +$7.07K +155 +30%
Toronto Dominion Bank
179
Toronto Dominion Bank
Ontario, Canada
$26K +$6.3K +138 +29%
CFB
180
Cullen/Frost Bankers
Texas
$26K +$28.2K +617 New
FC
181
FORA Capital
Florida
$22K +$24K +525 New
CAM
182
ClariVest Asset Management
California
$15K -$3.1K -68 -15%
LC
183
Lindbrook Capital
California
$14K
QCG
184
Quadrant Capital Group
Ohio
$13K -$8.35K -183 -38%
Fidelity Investments
185
Fidelity Investments
Massachusetts
$12K -$29.2M -641,014 -100%
CI
186
CX Institutional
Indiana
$12K
PA
187
Parallel Advisors
California
$8K -$593 -13 -7%
FEG
188
Financial Enhancement Group
Indiana
$7K
MGIM
189
M&G Investment Management
United Kingdom
$6.29K +$6.84M +149,852 New
CWC
190
Carolinas Wealth Consulting
North Carolina
$4K
SIS
191
Sound Income Strategies
Florida
$4K
CFGS
192
Concourse Financial Group Securities
Alabama
$3K -$228 -5 -7%
FF
193
FourThought Financial
Florida
$2K
HR
194
Howe & Rusling
New York
$2K
AIG
195
American International Group
New York
$1.26K -$51.2K -1,122 -4%
CWP
196
Concord Wealth Partners
Virginia
$1K
Nisa Investment Advisors
197
Nisa Investment Advisors
Missouri
$38
Wellington Management Group
198
Wellington Management Group
Massachusetts
-$4.88M -104,993 Closed
State of New Jersey Common Pension Fund D
199
State of New Jersey Common Pension Fund D
New Jersey
-$3.68M -79,120 Closed
Renaissance Technologies
200
Renaissance Technologies
New York
-$3.5M -75,196 Closed

FRME Hedge Fund Activity: Q2 2021 in Review

197 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q2 2021, worth a combined $1.68B — down 11% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FRME positions and 16 closed out — a net gain of 4 holders — while 67 added to existing stakes and 61 trimmed.

The largest buyer was ProShare Advisors, adding an estimated $10.5M. The largest seller was Fidelity Investments, cutting an estimated $29.2M.

  • 197 institutional investors held First Merchants (FRME) as of Q2 2021, up from 193 in Q1 2021.
  • Funds reported $1.68B of First Merchants stock for Q2 2021, down 11% quarter-over-quarter.
  • 20 funds opened new First Merchants positions in Q2 2021 and 16 closed out, a net change of +4 holders.
  • The largest First Merchants buyer in Q2 2021 was ProShare Advisors, an estimated $10.5M added.
  • The largest First Merchants seller in Q2 2021 was Fidelity Investments, an estimated $29.2M sold.

Based on aggregated 13F filings for Q2 2021.