We are live on ! Find out more
FRME icon

First Merchants

202 hedge funds and large institutions have $1.22B invested in First Merchants in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 67 increasing their positions, 61 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 25

4% more funds holding

Funds holding: 194202 (+8)

10% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 61

0.37% more ownership

Funds ownership: 71.97%72.33% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

24% less capital invested

Capital invested by funds: $1.6B → $1.22B (-$385M)

Holders
202
Holders Change
+8
Holders Change %
+4.12%
% of All Funds
4.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
33
Increased
67
Reduced
61
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
201
San Francisco Sentry Investment Group
California
$1K +$1.1K +27 New
GT
202
Glenmede Trust
Pennsylvania
$50 +$60.4K +1,487 New
RCAMU
203
Rothschild & Co Asset Management US
Connecticut
-$9.05M -201,081 Closed
Assenagon Asset Management
204
Assenagon Asset Management
Luxembourg
-$1.98M -43,940 Closed
EMFAT
205
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$1.9M -42,222 Closed
3C
206
361 Capital
Colorado
-$1.58M -35,085 Closed
WCA
207
Westover Capital Advisors
Delaware
-$866K -19,245 Closed
AG
208
Aperio Group
California
-$468K -10,408 Closed
ARTA
209
A.R.T. Advisors
New York
-$422K -9,400 Closed
ProShare Advisors
210
ProShare Advisors
Maryland
-$272K -6,044 Closed
Teacher Retirement System of Texas
211
Teacher Retirement System of Texas
Texas
-$262K -5,823 Closed
UWPG
212
Ullmann Wealth Partners Group
Florida
-$252K -5,602 Closed
ITIM
213
Indiana Trust & Investment Management
Indiana
-$226K -5,015 Closed
Two Sigma Advisers
214
Two Sigma Advisers
New York
-$225K -5,000 Closed
GCA
215
Greenwood Capital Associates
South Carolina
-$221K -4,911 Closed
Verition Fund Management
216
Verition Fund Management
Connecticut
-$207K -4,608 Closed
IAA
217
Independent Advisor Alliance
North Carolina
-$204K -4,601 Closed
FAAS
218
First Allied Advisory Services
California
-$205K -4,595 Closed
BW
219
Biegel & Waller
Maryland
-$202K -4,487 Closed
QT
220
Quantbot Technologies
New York
-$168K -3,754 Closed
MYIA
221
Mount Yale Investment Advisors
Colorado
-$116K -2,773 Closed
Parallax Volatility Advisers
222
Parallax Volatility Advisers
California
-$30K -673 Closed
Qube Research & Technologies (QRT)
223
Qube Research & Technologies (QRT)
United Kingdom
-$9K -200 Closed
APP
224
Avantax Planning Partners
Iowa
-$4K -85 Closed
TRCT
225
Tower Research Capital (TRC)
New York
-$3K -62 Closed

FRME Hedge Fund Activity: Q4 2018 in Review

202 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q4 2018, worth a combined $1.22B — down 24% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new FRME positions and 25 closed out — a net gain of 8 holders — while 67 added to existing stakes and 61 trimmed.

The largest buyer was Vanguard Group, adding an estimated $6.29M. The largest seller was Rothschild & Co Asset Management US, exiting entirely with an estimated $9.05M sold.

  • 202 institutional investors held First Merchants (FRME) as of Q4 2018, up from 194 in Q3 2018.
  • Funds reported $1.22B of First Merchants stock for Q4 2018, down 24% quarter-over-quarter.
  • 33 funds opened new First Merchants positions in Q4 2018 and 25 closed out, a net change of +8 holders.
  • The largest First Merchants buyer in Q4 2018 was Vanguard Group, an estimated $6.29M added.
  • The largest First Merchants seller in Q4 2018 was Rothschild & Co Asset Management US, an estimated $9.05M sold.

Based on aggregated 13F filings for Q4 2018.