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First Merchants
FRME

Overview Fund Activity

228 hedge funds and large institutions have $1.64B invested in First Merchants in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 74 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+16
Holders Change %
+7.55%
% of All Funds
3.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
41
Increased
74
Reduced
79
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$192M
2
Morgan Stanley
Morgan Stanley
New York
$27.4M
3
American Century Companies
American Century Companies
Missouri
$45.9M
4
RIP
Rhino Investment Partners
Pennsylvania
$8.57M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$114M

Top Sellers

1
Millennium Management
Millennium Management
New York
$341K
2
EARNEST Partners
EARNEST Partners
Georgia
$99.2M
3
WI
WBI Investments
New Jersey
$0
4
MCM
Maltese Capital Management
New York
$0
5
FCM
FJ Capital Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
201
Harbour Investments
Wisconsin
$15.9K – – –
PA
202
Parallel Advisors
California
$13.9K -$408 -11 -3%
Nomura Asset Management
203
Nomura Asset Management
Japan
$13.3K – – –
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
PS
205
Principal Securities
Iowa
$9.94K +$9.94K +268 New
AF
206
Allworth Financial
California
$4.75K +$1.48K +40 +45%
HWA
207
HHM Wealth Advisors
Tennessee
$4.52K – – –
PWMG
208
Private Wealth Management Group
New Jersey
$3.78K +$3.78K +102 New
CFGS
209
Concourse Financial Group Securities
Alabama
$3.78K – – –
BGAI
210
Bruce G. Allen Investments
Colorado
$3.56K +$3.56K +96 New
CWC
211
Carolinas Wealth Consulting
North Carolina
$3.34K -$222 -6 -6%
SIS
212
Sound Income Strategies
Florida
$3.3K – – –
GI
213
GAMMA Investing
California
$3.04K +$3.04K +90 New
CPG
214
Cornerstone Planning Group
New Jersey
$1.92K +$37 +1 +2%
FFA
215
Farther Finance Advisors
California
$1.71K +$1.04K +28 +156%
HNB
216
Huntington National Bank
Ohio
$1.48K +$1.48K +40 New
BIA
217
Bell Investment Advisors
California
$1.37K -$705 -19 -34%
CAM
218
ClariVest Asset Management
California
$964 – – –
JWA
219
JFS Wealth Advisors
Pennsylvania
$779 -$742 -20 -49%
MPWT
220
MassMutual Private Wealth & Trust
Connecticut
$705 +$334 +9 +90%
EWA
221
EverSource Wealth Advisors
Alabama
$667 -$815 -22 -55%
SIC
222
SJS Investment Consulting
Ohio
$483 -$74 -2 -13%
DPW
223
DiNuzzo Private Wealth
Pennsylvania
$371 +$371 +10 New
BCWM
224
Bartlett & Co Wealth Management
Ohio
$301 – – –
TWP
225
TFO Wealth Partners
Ohio
$111 – – –
6 7 8
9
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