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First Merchants

169 hedge funds and large institutions have $1.27B invested in First Merchants in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 60 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more call options, than puts

Call options by funds: $185K | Put options by funds: $67K

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

9% more capital invested

Capital invested by funds: $1.16B → $1.27B (+$107M)

2.58% more ownership

Funds ownership: 75.73%78.3% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 170169 (-1)

3% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 60

Holders
169
Holders Change
-1
Holders Change %
-0.59%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
58
Reduced
60
Closed
20
Calls
$185K
Puts
$67K
Net Calls
+$118K
Net Calls Change
+$118K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$134M +$132M +3,383,485 +17,627%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$121M +$1.1M +28,326 +0.9%
VNIM
3
Vaughan Nelson Investment Management
Texas
$89.6M +$1.01M +25,800 +1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$70.3M +$3.55M +91,051 +5%
Goldman Sachs
5
Goldman Sachs
New York
$66.7M +$173K +4,432 +0.3%
Lord, Abbett & Co
6
Lord, Abbett & Co
New Jersey
$52.6M -$4.5M -115,448 -8%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39.5M +$5.64M +144,660 +17%
Northern Trust
8
Northern Trust
Illinois
$38.6M +$278K +7,135 +0.7%
JP Morgan Chase
9
JP Morgan Chase
New York
$32M +$20.4M +524,053 +181%
PCA
10
PL Capital Advisors
Florida
$31.9M
Wellington Management Group
11
Wellington Management Group
Massachusetts
$31.6M -$13M -334,698 -29%
State Street
12
State Street
Massachusetts
$31M +$1.2M +30,704 +4%
Renaissance Technologies
13
Renaissance Technologies
New York
$29.9M +$550K +14,100 +2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$23.4M +$12.8M +327,556 +122%
BFC
15
Banc Funds Company
Illinois
$20.4M -$9.56M -245,199 -32%
DRZID
16
DePrince Race & Zollo Inc (DRZ)
Florida
$20.1M -$431K -11,059 -2%
SFM
17
Systematic Financial Management
New Jersey
$19.8M -$560K -14,370 -3%
New York State Common Retirement Fund
18
New York State Common Retirement Fund
New York
$18.9M +$1.68M +43,125 +10%
ICOM
19
Investment Counselors of Maryland
Maryland
$15.9M
Principal Financial Group
20
Principal Financial Group
Iowa
$13.8M +$8.03M +205,871 +142%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$13.8M +$625K +16,039 +5%
RCAMU
22
Rothschild & Co Asset Management US
Connecticut
$13.2M +$420K +10,768 +3%
WCM
23
Wedge Capital Management
North Carolina
$13.1M -$604K -15,501 -4%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$12.3M +$1.35M +34,732 +12%
Prudential Financial
25
Prudential Financial
New Jersey
$11.1M -$2.58M -66,070 -19%

FRME Hedge Fund Activity: Q1 2017 in Review

169 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q1 2017, worth a combined $1.27B — up 9.2% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FRME positions and 20 closed out — a net gain of 5 holders — while 58 added to existing stakes and 60 trimmed.

The largest buyer was BlackRock, adding an estimated $132M. The largest seller was Allianz Asset Management, cutting an estimated $15.9M.

  • 169 institutional investors held First Merchants (FRME) as of Q1 2017, down from 170 in Q4 2016.
  • Funds reported $1.27B of First Merchants stock for Q1 2017, up 9.2% quarter-over-quarter.
  • 25 funds opened new First Merchants positions in Q1 2017 and 20 closed out, a net change of +5 holders.
  • The largest First Merchants buyer in Q1 2017 was BlackRock, an estimated $132M added.
  • The largest First Merchants seller in Q1 2017 was Allianz Asset Management, an estimated $15.9M sold.

Based on aggregated 13F filings for Q1 2017.