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First Merchants

253 hedge funds and large institutions have $1.74B invested in First Merchants in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 86 increasing their positions, 81 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 26

9% more capital invested

Capital invested by funds: $1.6B → $1.74B (+$146M)

4% more funds holding

Funds holding: 243253 (+10)

6% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 81

0.79% more ownership

Funds ownership: 73.62%74.4% (+0.79%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
253
Holders Change
+10
Holders Change %
+4.12%
% of All Funds
3.33%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
40
Increased
86
Reduced
81
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
201
Capital Analysts LLC
Pennsylvania
$72K
AA
202
Ancora Advisors
Ohio
$71.4K
S
203
SignatureFD
Georgia
$66.1K +$1.38K +34 +2%
MCM
204
MAI Capital Management
Ohio
$54.8K +$55.6K +1,375 New
CT
205
Caldwell Trust
Florida
$51.9K
Nisa Investment Advisors
206
Nisa Investment Advisors
Missouri
$51.4K +$30.3K +750 +139%
SIS
207
Strategic Investment Solutions
Illinois
$45.9K +$404 +10 +0.9%
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$38.5K
Federated Hermes
209
Federated Hermes
Pennsylvania
$37.1K +$37.6K +929 New
TRCT
210
Tower Research Capital (TRC)
New York
$36.1K -$47.1K -1,165 -56%
ITIM
211
Indiana Trust & Investment Management
Indiana
$36K
BTI
212
Blue Trust Inc
Georgia
$35.9K -$40.2K -994 -53%
Ohio Public Employees Retirement System (OPERS)
213
Ohio Public Employees Retirement System (OPERS)
Ohio
$34.9K -$607 -15 -2%
Nomura Asset Management
214
Nomura Asset Management
Japan
$29.9K
C
215
Covestor
United Kingdom
$28K +$485 +12 +2%
CFD
216
Creative Financial Designs
Indiana
$25.9K
QL
217
Quarry LP
New York
$25.4K -$3.92K -97 -13%
SAM
218
Smartleaf Asset Management
Massachusetts
$23.4K +$3.84K +95 +19%
LC
219
Lindbrook Capital
California
$22.1K -$162 -4 -0.7%
PA
220
Parallel Advisors
California
$15.6K +$324 +8 +2%
TSMHT
221
Thurston Springer Miller Herd & Titak
Indiana
$12.7K
CTC
222
Central Trust Company
Missouri
$11.7K +$11.9K +294 New
RS
223
R Squared
Hong Kong
$10.4K +$10.5K +260 New
GI
224
GAMMA Investing
California
$7.7K +$3.44K +85 +79%
AAP
225
Arax Advisory Partners
Colorado
$7.42K

FRME Hedge Fund Activity: Q4 2024 in Review

253 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q4 2024, worth a combined $1.74B — up 9.1% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new FRME positions and 26 closed out — a net gain of 14 holders — while 86 added to existing stakes and 81 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $24.1M. The largest seller was Boston Partners, exiting entirely with an estimated $26.9M sold.

  • 253 institutional investors held First Merchants (FRME) as of Q4 2024, up from 243 in Q3 2024.
  • Funds reported $1.74B of First Merchants stock for Q4 2024, up 9.1% quarter-over-quarter.
  • 40 funds opened new First Merchants positions in Q4 2024 and 26 closed out, a net change of +14 holders.
  • The largest First Merchants buyer in Q4 2024 was Capital International Investors, an estimated $24.1M added.
  • The largest First Merchants seller in Q4 2024 was Boston Partners, an estimated $26.9M sold.

Based on aggregated 13F filings for Q4 2024.