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First Merchants
FRME

170 hedge funds and large institutions have $1.16B invested in First Merchants in 2016 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

75.73% more ownership

Funds ownership: 0% → 75.73% (+76%)

42% more capital invested

Capital invested by funds: $818M → $1.16B (+$345M)

8% more funds holding

Funds holding: 158 → 170 (+12)

7% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 56

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
170
Holders Change
+12
Holders Change %
+7.59%
% of All Funds
4.24%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
27
Increased
60
Reduced
56
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCAMU
Rothschild & Co Asset Management US
Connecticut
+$10.4M
2
BFA
BlackRock Fund Advisors
California
+$6.12M
3
VNIM
Vaughan Nelson Investment Management
Texas
+$5.04M
4
Morgan Stanley
Morgan Stanley
New York
+$4.94M
5
JP Morgan Chase
JP Morgan Chase
New York
+$3.97M

Top Sellers

Rank Fund Capital Flow
1
CCCPI
Castle Creek Capital Partners IV
California
-$24.9M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$14.2M
3
EM
Endicott Management
New York
-$2.72M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$2.14M
5
BCM
Bridgeway Capital Management
Texas
-$1.75M

FRME Hedge Fund Activity: Q4 2016 in Review

170 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q4 2016, worth a combined $1.16B — up 42% from $818M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FRME positions and 13 closed out — a net gain of 14 holders — while 60 added to existing stakes and 56 trimmed.

The largest buyer was Rothschild & Co Asset Management US, opening a new position worth an estimated $10.4M. The largest seller was Castle Creek Capital Partners IV, exiting entirely with an estimated $24.9M sold.

  • 170 institutional investors held First Merchants (FRME) as of Q4 2016, up from 158 in Q3 2016.
  • Funds reported $1.16B of First Merchants stock for Q4 2016, up 42% quarter-over-quarter.
  • 27 funds opened new First Merchants positions in Q4 2016 and 13 closed out, a net change of +14 holders.
  • The largest First Merchants buyer in Q4 2016 was Rothschild & Co Asset Management US, an estimated $10.4M added.
  • The largest First Merchants seller in Q4 2016 was Castle Creek Capital Partners IV, an estimated $24.9M sold.

Based on aggregated 13F filings for Q4 2016.