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First Merchants

185 hedge funds and large institutions have $1.52B invested in First Merchants in 2020 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 63 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more capital invested

Capital invested by funds: $889M → $1.52B (+$635M)

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

3.62% more ownership

Funds ownership: 71.42%75.04% (+3.6%)

2% more funds holding

Funds holding: 182185 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 63

Holders
185
Holders Change
+3
Holders Change %
+1.65%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
61
Reduced
63
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$188M +$4.46M +143,520 +3%
BlackRock
2
BlackRock
New York
$147M +$3.5M +112,876 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$105M -$1.14M -36,706 -1%
EARNEST Partners
4
EARNEST Partners
Georgia
$103M +$708K +22,808 +0.8%
CCMLC
5
Cardinal Capital Management LLC (Connecticut)
Connecticut
$83M +$16.6M +535,666 +32%
Goldman Sachs
6
Goldman Sachs
New York
$61.8M -$1.51M -48,643 -3%
State Street
7
State Street
Massachusetts
$54.6M +$1.29M +41,517 +3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$45.5M +$10.3M +331,345 +37%
Northern Trust
9
Northern Trust
Illinois
$45.1M -$954K -30,735 -2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$31.4M +$987K +31,804 +4%
PCA
11
PL Capital Advisors
Florida
$28.1M
Fidelity Investments
12
Fidelity Investments
Massachusetts
$27.1M -$16.8M -542,143 -43%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26.8M -$192K -6,177 -0.9%
New York State Common Retirement Fund
14
New York State Common Retirement Fund
New York
$25.3M -$58.2K -1,876 -0.3%
Boston Partners
15
Boston Partners
Massachusetts
$25M -$1.15M -37,002 -5%
Victory Capital Management
16
Victory Capital Management
Texas
$24.7M -$1.57M -50,711 -7%
Principal Financial Group
17
Principal Financial Group
Iowa
$24.2M +$4.17M +134,419 +26%
ICOM
18
Investment Counselors of Maryland
Maryland
$23.2M +$1.13M +36,414 +6%
Norges Bank
19
Norges Bank
Norway
$22.6M -$587K -18,900 -3%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$20.2M +$5.52M +177,819 +49%
JP Morgan Chase
21
JP Morgan Chase
New York
$20.1M +$11.6M +374,118 +229%
DRZID
22
DePrince Race & Zollo Inc (DRZ)
Florida
$20.1M +$16.7M +537,148 New
SFM
23
Systematic Financial Management
New Jersey
$20.1M -$561K -18,058 -3%
EAM
24
Eagle Asset Management
Florida
$17.5M -$1.52M -48,948 -9%
Public Employees Retirement Association of Colorado
25
Public Employees Retirement Association of Colorado
Colorado
$16.5M +$3.23K +104 +0%

FRME Hedge Fund Activity: Q4 2020 in Review

185 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q4 2020, worth a combined $1.52B — up 71% from $889M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FRME positions and 25 closed out — a net gain of 6 holders — while 61 added to existing stakes and 63 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $16.7M. The largest seller was Fidelity Investments, cutting an estimated $16.8M.

  • 185 institutional investors held First Merchants (FRME) as of Q4 2020, up from 182 in Q3 2020.
  • Funds reported $1.52B of First Merchants stock for Q4 2020, up 71% quarter-over-quarter.
  • 31 funds opened new First Merchants positions in Q4 2020 and 25 closed out, a net change of +6 holders.
  • The largest First Merchants buyer in Q4 2020 was DePrince Race & Zollo Inc (DRZ), an estimated $16.7M added.
  • The largest First Merchants seller in Q4 2020 was Fidelity Investments, an estimated $16.8M sold.

Based on aggregated 13F filings for Q4 2020.