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First Merchants

182 hedge funds and large institutions have $1.08B invested in First Merchants in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 52 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 52

3% more capital invested

Capital invested by funds: $1.05B → $1.08B (+$32.2M)

0.73% more ownership

Funds ownership: 71.92%72.65% (+0.73%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 22

1% less funds holding

Funds holding: 184182 (-2)

Holders
182
Holders Change
-2
Holders Change %
-1.09%
% of All Funds
3.73%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
74
Reduced
52
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$142M +$525K +19,665 +0.4%
BlackRock
2
BlackRock
New York
$110M -$2.37M -88,592 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$79M +$970K +36,313 +1%
EARNEST Partners
4
EARNEST Partners
Georgia
$75.1M +$827K +30,965 +1%
Goldman Sachs
5
Goldman Sachs
New York
$47.9M +$1.38M +51,805 +3%
CCMLC
6
Cardinal Capital Management LLC (Connecticut)
Connecticut
$42.5M -$246K -9,213 -0.6%
State Street
7
State Street
Massachusetts
$41.1M +$2.44M +91,214 +7%
Northern Trust
8
Northern Trust
Illinois
$34.9M +$193K +7,219 +0.6%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$34.2M +$4.96M +185,583 +18%
VNIM
10
Vaughan Nelson Investment Management
Texas
$23.1M -$5.43M -203,128 -20%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$22.7M -$525K -19,641 -2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$22M -$388K -14,536 -2%
Victory Capital Management
13
Victory Capital Management
Texas
$21.3M -$24.3M -910,365 -54%
PCA
14
PL Capital Advisors
Florida
$20.7M
Boston Partners
15
Boston Partners
Massachusetts
$20.1M -$58.7K -2,196 -0.3%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.9M -$49.9K -1,866 -0.3%
New York State Common Retirement Fund
17
New York State Common Retirement Fund
New York
$18.3M -$97.3K -3,641 -0.5%
Norges Bank
18
Norges Bank
Norway
$17.2M +$1.29M +48,442 +8%
FMC
19
First Merchants Corp
Indiana
$14.3M +$446K +16,706 +3%
Principal Financial Group
20
Principal Financial Group
Iowa
$13.6M +$4.04M +151,256 +44%
N
21
Nuveen
North Carolina
$13.2M +$516K +19,314 +4%
Renaissance Technologies
22
Renaissance Technologies
New York
$12.8M -$3.95M -147,762 -24%
Public Employees Retirement Association of Colorado
23
Public Employees Retirement Association of Colorado
Colorado
$12.7M
ICOM
24
Investment Counselors of Maryland
Maryland
$12.7M +$948K +35,487 +8%
SFM
25
Systematic Financial Management
New Jersey
$11.4M +$10.8M +402,549 +3,248%

FRME Hedge Fund Activity: Q2 2020 in Review

182 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q2 2020, worth a combined $1.08B — up 3.1% from $1.05B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of FRME and 21 opened new positions — a net loss of 1 holder — while 52 trimmed existing stakes and 74 added.

The largest buyer was Systematic Financial Management, adding an estimated $10.8M. The largest seller was Victory Capital Management, cutting an estimated $24.3M.

  • 182 institutional investors held First Merchants (FRME) as of Q2 2020, down from 184 in Q1 2020.
  • Funds reported $1.08B of First Merchants stock for Q2 2020, up 3.1% quarter-over-quarter.
  • 21 funds opened new First Merchants positions in Q2 2020 and 22 closed out, a net change of -1 holder.
  • The largest First Merchants buyer in Q2 2020 was Systematic Financial Management, an estimated $10.8M added.
  • The largest First Merchants seller in Q2 2020 was Victory Capital Management, an estimated $24.3M sold.

Based on aggregated 13F filings for Q2 2020.