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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
C
201
Covestor
United Kingdom
$21K +$20.9K +495 +3,094%
BC
202
Bartlett & Co
Ohio
$17K
BCWM
203
Bartlett & Co Wealth Management
Ohio
$16.9K
Nomura Asset Management
204
Nomura Asset Management
Japan
$14.8K
DZ Bank
205
DZ Bank
Germany
$14K +$14.4K +340 New
USCWA
206
U.S. Capital Wealth Advisors
Texas
$11.5K +$11.8K +279 New
QL
207
Quarry LP
New York
$10.8K +$11.1K +262 New
FHA
208
First Horizon Advisors
Tennessee
$10.2K +$4.99K +118 +91%
SWM
209
Spire Wealth Management
Virginia
$9K
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$7K +$4.1K +97 +121%
GJIA
211
Glass Jacobson Investment Advisors
Maryland
$6.08K +$6.25K +148 New
PA
212
Parallel Advisors
California
$3.72K -$85 -2 -2%
CFGS
213
Concourse Financial Group Securities
Alabama
$3.7K
SIS
214
Sound Income Strategies
Florida
$3.66K
CWC
215
Carolinas Wealth Consulting
North Carolina
$3.33K -$85 -2 -2%
TWP
216
TFO Wealth Partners
Ohio
$3.04K +$5.24K +124 New
IA
217
IFP Advisors
Florida
$3K
AF
218
Allworth Financial
California
$2.67K +$2.62K +62 +2,067%
BAM
219
Belpointe Asset Management
Nevada
$2.18K +$2.24K +53 New
JWA
220
JFS Wealth Advisors
Pennsylvania
$2.01K +$127 +3 +7%
CPG
221
Cornerstone Planning Group
New Jersey
$2.01K +$2.11K +50 New
CAM
222
ClariVest Asset Management
California
$2K
NA
223
NewEdge Advisors
Louisiana
$1.56K +$1.61K +38 New
SC
224
Schubert & Co
Texas
$1.44K
FFA
225
Farther Finance Advisors
California
$1.11K +$1.14K +27 New

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.