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First Merchants
FRME

Overview Fund Activity

210 hedge funds and large institutions have $1.21B invested in First Merchants in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 80 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
–
Holders Change %
0%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
80
Reduced
60
Closed
26
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K

Top Buyers

1
BlackRock
1
BlackRock
New York
$138M
2
BCM
2
Bridgeway Capital Management
Texas
$7.09M
3
State Street
3
State Street
Massachusetts
$51.4M
4
Millennium Management
4
Millennium Management
New York
$7.1M
5
Public Employees Retirement Association of Colorado
5
Public Employees Retirement Association of Colorado
Colorado
$19.7M

Top Sellers

1
New York State Common Retirement Fund
1
New York State Common Retirement Fund
New York
$1.94M
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$0
3
CCMLC
3
Cardinal Capital Management LLC (Connecticut)
Connecticut
$49.4M
4
EARNEST Partners
4
EARNEST Partners
Georgia
$80.1M
5
NPIC
5
Neumeier Poma Investment Counsel
California
$5.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
201
Arax Advisory Partners
Colorado
$943 +$943 +33 New
VCM
202
Versant Capital Management
Arizona
$932 +$932 +33 New
JWA
203
JFS Wealth Advisors
Pennsylvania
$706 +$56 +2 +9%
BAAM
204
Baker Avenue Asset Management
California
$593 +$593 +21 New
FFA
205
Farther Finance Advisors
California
$508 – – –
DI
206
Disciplined Investments
Oklahoma
$311 -$28 -1 -8%
SIC
207
SJS Investment Consulting
Ohio
$311 +$198 +7 +175%
TWP
208
TFO Wealth Partners
Ohio
$85 – – –
NFSG
209
Newbridge Financial Services Group
Florida
$41 – – –
DRZID
210
DePrince Race & Zollo Inc (DRZ)
Florida
– -$14.9M -451,410 Closed
BGIM
211
Brandywine Global Investment Management
Pennsylvania
– -$4.82M -146,147 Closed
OFS
212
OneAscent Financial Services
Alabama
– -$3.72M -112,748 Closed
Wellington Management Group
213
Wellington Management Group
Massachusetts
– -$1.95M -59,140 Closed
VFA
214
Valeo Financial Advisors
Indiana
– -$1.11M -33,747 Closed
DPI
215
Diversified Portfolios Inc
Michigan
– -$1.08M -32,805 Closed
State of New Jersey Common Pension Fund D
216
State of New Jersey Common Pension Fund D
New Jersey
– -$665K -20,193 Closed
SFI
217
Susquehanna Fundamental Investments
Pennsylvania
– -$490K -14,869 Closed
YIH
218
Y-Intercept (HK)
Hong Kong
– -$438K -13,281 Closed
State of Wisconsin Investment Board
219
State of Wisconsin Investment Board
Wisconsin
– -$346K -10,502 Closed
SC
220
Sonen Capital
California
– -$297K -9,000 Closed
D.E. Shaw & Co
221
D.E. Shaw & Co
New York
– -$244K -7,415 Closed
PAMS
222
Pictet Asset Management (Switzerland)
Switzerland
– -$232K -7,032 Closed
SIA
223
Soltis Investment Advisors
Utah
– -$228K -6,912 Closed
IFPG
224
Intrepid Financial Planning Group
Indiana
– -$216K -6,551 Closed
AB
225
Atlas Brown
Kentucky
– -$211K -6,405 Closed
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9
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