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First Merchants
FRME

Overview Fund Activity

229 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
Holders
229
Holders Change
+9
Holders Change %
+4.09%
% of All Funds
3.69%
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
–

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$16.5M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$117M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$264M
4
American Century Companies
4
American Century Companies
Missouri
$32M
5
BlackRock
5
BlackRock
New York
$170M

Top Sellers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$23.8M
2
Millennium Management
2
Millennium Management
New York
$4.17M
3
BCM
3
Bridgeway Capital Management
Texas
$3.43M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$16.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
201
Bartlett & Co
Ohio
$17K – – –
BCWM
202
Bartlett & Co Wealth Management
Ohio
$16.9K – – –
Nomura Asset Management
203
Nomura Asset Management
Japan
$14.8K – – –
DZ Bank
204
DZ Bank
Germany
$14K +$14K +340 New
USCWA
205
U.S. Capital Wealth Advisors
Texas
$11.5K +$11.5K +279 New
QL
206
Quarry LP
New York
$10.8K +$10.8K +262 New
FHA
207
First Horizon Advisors
Tennessee
$10.2K +$4.85K +118 +91%
SWM
208
Spire Wealth Management
Virginia
$9K – – –
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$7K +$3.84K +97 +121%
GJIA
210
Glass Jacobson Investment Advisors
Maryland
$6.08K +$6.08K +148 New
PA
211
Parallel Advisors
California
$3.72K -$83 -2 -2%
CFGS
212
Concourse Financial Group Securities
Alabama
$3.7K – – –
SIS
213
Sound Income Strategies
Florida
$3.66K – – –
CWC
214
Carolinas Wealth Consulting
North Carolina
$3.33K -$82 -2 -2%
TWP
215
TFO Wealth Partners
Ohio
$3.04K +$3.04K +124 New
IA
216
IFP Advisors
Florida
$3K – – –
AF
217
Allworth Financial
California
$2.67K +$2.55K +62 +2,067%
BAM
218
Belpointe Asset Management
Nevada
$2.18K +$2.18K +53 New
JWA
219
JFS Wealth Advisors
Pennsylvania
$2.01K +$123 +3 +7%
CPG
220
Cornerstone Planning Group
New Jersey
$2.01K +$2.01K +50 New
CAM
221
ClariVest Asset Management
California
$2K – – –
NA
222
NewEdge Advisors
Louisiana
$1.56K +$1.56K +38 New
SC
223
Schubert & Co
Texas
$1.44K – – –
FFA
224
Farther Finance Advisors
California
$1.11K +$1.11K +27 New
SIC
225
SJS Investment Consulting
Ohio
$699 +$329 +8 +89%
6 7 8
9
10