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First Merchants
FRME

Overview Fund Activity

212 hedge funds and large institutions have $1.2B invested in First Merchants in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+2
Holders Change %
+0.95%
% of All Funds
3.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
83
Reduced
63
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$5.61M
2
WI
2
WBI Investments
New Jersey
$3.8M
3
Victory Capital Management
3
Victory Capital Management
Texas
$24.7M
4
OFS
4
OneAscent Financial Services
Alabama
$3.16M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$13.6M

Top Sellers

1
NPIC
1
Neumeier Poma Investment Counsel
California
$0
2
CCMLC
2
Cardinal Capital Management LLC (Connecticut)
Connecticut
$44.3M
3
BlackRock
3
BlackRock
New York
$133M
4
State Street
4
State Street
Massachusetts
$47.6M
5
KCM
5
Kennedy Capital Management
Missouri
$4.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
Point72 Asset Management
176
Point72 Asset Management
Connecticut
$41.7K +$41.7K +1,500 New
Allspring Global Investments
177
Allspring Global Investments
North Carolina
$38.2K -$19.8K -713 -34%
PFBT
178
Parkside Financial Bank & Trust
Missouri
$33.2K +$4.12K +148 +14%
TRCT
179
Tower Research Capital (TRC)
New York
$31K -$17.7K -635 -36%
BTI
180
Blue Trust Inc
Georgia
$30K – – –
SOW
181
State of Wyoming
Wyoming
$26.7K -$13.7K -493 -34%
Ohio Public Employees Retirement System (OPERS)
182
Ohio Public Employees Retirement System (OPERS)
Ohio
$21K +$1.85K +67 +10%
Federated Hermes
183
Federated Hermes
Pennsylvania
$20.9K -$1.06K -38 -5%
CWM
184
Cranbrook Wealth Management
Michigan
$19.5K – – –
Lazard Asset Management
185
Lazard Asset Management
New York
$17K – – –
Comerica Bank
186
Comerica Bank
Texas
$15.7K +$15.7K +563 New
LC
187
Lindbrook Capital
California
$15.4K +$1.95K +70 +14%
HI
188
Harbour Investments
Wisconsin
$12K -$534K -19,210 -98%
PA
189
Parallel Advisors
California
$10.8K -$1.37K -49 -11%
Nomura Asset Management
190
Nomura Asset Management
Japan
$10K – – –
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
HWA
192
HHM Wealth Advisors
Tennessee
$3.4K – – –
CFGS
193
Concourse Financial Group Securities
Alabama
$2.84K – – –
CWC
194
Carolinas Wealth Consulting
North Carolina
$2.62K +$328 +12 +14%
SIS
195
Sound Income Strategies
Florida
$2.48K – – –
AF
196
Allworth Financial
California
$2.45K +$195 +7 +9%
BIA
197
Bell Investment Advisors
California
$1.56K -$417 -15 -21%
CPG
198
Cornerstone Planning Group
New Jersey
$1.43K – – –
JWA
199
JFS Wealth Advisors
Pennsylvania
$1.14K +$445 +16 +64%
EWA
200
EverSource Wealth Advisors
Alabama
$1.11K +$1.11K +40 New
6 7
8
9 10