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First Merchants

210 hedge funds and large institutions have $1.75B invested in First Merchants in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 75 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

12% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 67

7% more capital invested

Capital invested by funds: $1.63B → $1.75B (+$120M)

4.89% more ownership

Funds ownership: 73.58%78.47% (+4.9%)

2% more funds holding

Funds holding: 205210 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
210
Holders Change
+5
Holders Change %
+2.44%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
75
Reduced
67
Closed
19
Calls
$220K
Puts
Net Calls
+$220K
Net Calls Change
+$220K
Name Holding Trade Value Shares
Change
Change in
Stake
CT
176
Caldwell Trust
Florida
$54.1K
Fidelity Investments
177
Fidelity Investments
Massachusetts
$54K +$38.7K +891 +220%
PHK
178
Point72 Hong Kong
Hong Kong
$50K +$52.2K +1,203 New
BWA
179
BDO Wealth Advisors
Florida
$47K
PFBT
180
Parkside Financial Bank & Trust
Missouri
$36K -$608 -14 -2%
Nisa Investment Advisors
181
Nisa Investment Advisors
Missouri
$32K -$5.21K -120 -13%
CWM
182
Cranbrook Wealth Management
Michigan
$29K
Federated Hermes
183
Federated Hermes
Pennsylvania
$28K -$47.6K -1,096 -62%
Lazard Asset Management
184
Lazard Asset Management
New York
$26K
AF
185
Allworth Financial
California
$26K +$26.3K +606 +5,050%
HS
186
Horan Securities
United States
$18K +$130 +3 +0.7%
PA
187
Parallel Advisors
California
$18K +$3.69K +85 +25%
AssetMark Inc
188
AssetMark Inc
California
$15K +$15.4K +355 New
Nomura Asset Management
189
Nomura Asset Management
Japan
$15K +$15.6K +360 New
QCG
190
Quadrant Capital Group
Ohio
$14K -$1.39K -32 -9%
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$12K +$5.38K +124 +78%
CAM
192
ClariVest Asset Management
California
$10K -$5.17K -119 -32%
LC
193
Lindbrook Capital
California
$8K +$3.91K +90 +94%
FEG
194
Financial Enhancement Group
Indiana
$7K
Macquarie Group
195
Macquarie Group
Australia
$6.98K +$769K +17,706 +12%
TWA
196
TCI Wealth Advisors
Arizona
$6K
SIS
197
Sound Income Strategies
Florida
$4K
CWC
198
Carolinas Wealth Consulting
North Carolina
$3K
CFGS
199
Concourse Financial Group Securities
Alabama
$3K
FF
200
FourThought Financial
Florida
$3K

FRME Hedge Fund Activity: Q1 2022 in Review

210 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q1 2022, worth a combined $1.75B — up 7.3% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FRME positions and 19 closed out — a net gain of 7 holders — while 75 added to existing stakes and 67 trimmed.

The largest buyer was Geode Capital Management, adding an estimated $47.2M. The largest seller was Millennium Management, cutting an estimated $7.95M.

  • 210 institutional investors held First Merchants (FRME) as of Q1 2022, up from 205 in Q4 2021.
  • Funds reported $1.75B of First Merchants stock for Q1 2022, up 7.3% quarter-over-quarter.
  • 26 funds opened new First Merchants positions in Q1 2022 and 19 closed out, a net change of +7 holders.
  • The largest First Merchants buyer in Q1 2022 was Geode Capital Management, an estimated $47.2M added.
  • The largest First Merchants seller in Q1 2022 was Millennium Management, an estimated $7.95M sold.

Based on aggregated 13F filings for Q1 2022.