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First Merchants

197 hedge funds and large institutions have $1.68B invested in First Merchants in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 61 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

2% more funds holding

Funds holding: 193197 (+4)

10% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 61

0.21% less ownership

Funds ownership: 74.85%74.64% (-0.21%)

11% less capital invested

Capital invested by funds: $1.89B → $1.68B (-$207M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
197
Holders Change
+4
Holders Change %
+2.07%
% of All Funds
3.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
67
Reduced
61
Closed
16
Calls
$204K
Puts
Net Calls
+$204K
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$217M +$3.92M +85,925 +2%
BlackRock
2
BlackRock
New York
$163M -$11.8M -259,129 -6%
EARNEST Partners
3
EARNEST Partners
Georgia
$125M -$577K -12,650 -0.4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$110M -$2.48M -54,400 -2%
CCMLC
5
Cardinal Capital Management LLC (Connecticut)
Connecticut
$98.8M -$952K -20,871 -0.9%
State Street
6
State Street
Massachusetts
$77.7M +$9.07M +198,885 +12%
Goldman Sachs
7
Goldman Sachs
New York
$60.4M -$2.51M -54,979 -4%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$43.3M -$9.26M -202,941 -16%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$40M +$1.82M +39,838 +4%
Northern Trust
10
Northern Trust
Illinois
$36.2M -$324K -7,106 -0.8%
ICOM
11
Investment Counselors of Maryland
Maryland
$35.4M +$9.44M +206,911 +32%
Principal Financial Group
12
Principal Financial Group
Iowa
$32.4M +$3.34M +73,228 +10%
Victory Capital Management
13
Victory Capital Management
Texas
$32.1M +$6.83M +149,612 +24%
PCA
14
PL Capital Advisors
Florida
$31.3M
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.5M +$229K +5,017 +0.7%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$28.9M +$4.97M +108,957 +19%
New York State Common Retirement Fund
17
New York State Common Retirement Fund
New York
$27.7M -$489K -10,715 -2%
Boston Partners
18
Boston Partners
Massachusetts
$27.1M -$119K -2,602 -0.4%
SFM
19
Systematic Financial Management
New Jersey
$25.9M +$4.24M +92,994 +18%
DRZID
20
DePrince Race & Zollo Inc (DRZ)
Florida
$24.6M +$344K +7,538 +1%
Norges Bank
21
Norges Bank
Norway
$23M +$3.32M +72,776 +15%
JP Morgan Chase
22
JP Morgan Chase
New York
$20.8M -$3.99M -87,492 -15%
Charles Schwab
23
Charles Schwab
California
$18.7M +$399K +8,755 +2%
Public Employees Retirement Association of Colorado
24
Public Employees Retirement Association of Colorado
Colorado
$18.4M
EAM
25
Eagle Asset Management
Florida
$18.3M +$81.2K +1,779 +0.4%

FRME Hedge Fund Activity: Q2 2021 in Review

197 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q2 2021, worth a combined $1.68B — down 11% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FRME positions and 16 closed out — a net gain of 4 holders — while 67 added to existing stakes and 61 trimmed.

The largest buyer was ProShare Advisors, adding an estimated $10.5M. The largest seller was Fidelity Investments, cutting an estimated $29.2M.

  • 197 institutional investors held First Merchants (FRME) as of Q2 2021, up from 193 in Q1 2021.
  • Funds reported $1.68B of First Merchants stock for Q2 2021, down 11% quarter-over-quarter.
  • 20 funds opened new First Merchants positions in Q2 2021 and 16 closed out, a net change of +4 holders.
  • The largest First Merchants buyer in Q2 2021 was ProShare Advisors, an estimated $10.5M added.
  • The largest First Merchants seller in Q2 2021 was Fidelity Investments, an estimated $29.2M sold.

Based on aggregated 13F filings for Q2 2021.