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First Merchants

230 hedge funds and large institutions have $1.66B invested in First Merchants in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4% more funds holding

Funds holding: 221230 (+9)

0.29% more ownership

Funds ownership: 72.33%72.62% (+0.29%)

0% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 76

0% less capital invested

Capital invested by funds: $1.67B → $1.66B (-$3.74M)

Holders
230
Holders Change
+9
Holders Change %
+4.07%
% of All Funds
3.7%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
29
Increased
76
Reduced
76
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
176
Tower Research Capital (TRC)
New York
$122K -$595K -14,081 -83%
Dimensional Fund Advisors
177
Dimensional Fund Advisors
Texas
$117K +$1.97M +46,719 +2%
OIA
178
Optimum Investment Advisors
Illinois
$92.6K
LSV Asset Management
179
LSV Asset Management
Illinois
$89K
Allspring Global Investments
180
Allspring Global Investments
North Carolina
$88.3K -$230K -5,443 -72%
Federated Hermes
181
Federated Hermes
Pennsylvania
$81.7K +$73.4K +1,737 +692%
CAL
182
Capital Analysts LLC
Pennsylvania
$74K +$76.1K +1,800 New
Fidelity Investments
183
Fidelity Investments
Massachusetts
$66.7K -$22.2K -525 -24%
CTA
184
Colonial Trust Advisors
South Carolina
$57.6K +$59.2K +1,400 New
VC
185
Vestor Capital
Illinois
$56K
CT
186
Caldwell Trust
Florida
$53.4K
AssetMark Inc
187
AssetMark Inc
California
$51K +$3.46K +82 +7%
BTI
188
Blue Trust Inc
Georgia
$41K -$7.61K -180 -15%
DFCM
189
Dark Forest Capital Management
Puerto Rico
$37.6K -$18.4K -435 -32%
GRP
190
Global Retirement Partners
California
$37.4K +$15.2K +359 +65%
PFBT
191
Parkside Financial Bank & Trust
Missouri
$37.2K +$3.59K +85 +10%
SOW
192
State of Wyoming
Wyoming
$35.4K +$1.52K +36 +4%
QCG
193
Quadrant Capital Group
Ohio
$33.9K -$14.3K -338 -29%
CWM
194
Cranbrook Wealth Management
Michigan
$28.8K
HS
195
Horan Securities
United States
$28.6K +$254 +6 +0.9%
Lazard Asset Management
196
Lazard Asset Management
New York
$26K
LC
197
Lindbrook Capital
California
$25.6K +$7.78K +184 +42%
Ohio Public Employees Retirement System (OPERS)
198
Ohio Public Employees Retirement System (OPERS)
Ohio
$24K -$53.7K -1,271 -68%
S
199
SignatureFD
Georgia
$22.7K +$1.14K +27 +5%
Nisa Investment Advisors
200
Nisa Investment Advisors
Missouri
$22K

FRME Hedge Fund Activity: Q4 2022 in Review

230 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q4 2022, worth a combined $1.66B — down 0.22% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FRME positions and 15 closed out — a net gain of 14 holders — while 76 added to existing stakes and 76 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $13.2M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $13M.

  • 230 institutional investors held First Merchants (FRME) as of Q4 2022, up from 221 in Q3 2022.
  • Funds reported $1.66B of First Merchants stock for Q4 2022, down 0.22% quarter-over-quarter.
  • 29 funds opened new First Merchants positions in Q4 2022 and 15 closed out, a net change of +14 holders.
  • The largest First Merchants buyer in Q4 2022 was Fisher Asset Management, an estimated $13.2M added.
  • The largest First Merchants seller in Q4 2022 was DePrince Race & Zollo Inc (DRZ), an estimated $13M sold.

Based on aggregated 13F filings for Q4 2022.