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First Merchants

207 hedge funds and large institutions have $1.65B invested in First Merchants in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 71 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

5% more funds holding

Funds holding: 197207 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $1.68B → $1.65B (-$31.8M)

8% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 71

1.41% less ownership

Funds ownership: 74.64%73.23% (-1.4%)

Holders
207
Holders Change
+10
Holders Change %
+5.08%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
65
Reduced
71
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$216M -$2.13M -52,389 -1%
BlackRock
2
BlackRock
New York
$156M -$7.69M -189,149 -5%
EARNEST Partners
3
EARNEST Partners
Georgia
$123M -$2.27M -55,782 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$108M -$2.57M -63,245 -2%
CCMLC
5
Cardinal Capital Management LLC (Connecticut)
Connecticut
$99M -$199K -4,893 -0.2%
State Street
6
State Street
Massachusetts
$70.1M -$7.67M -188,734 -10%
Goldman Sachs
7
Goldman Sachs
New York
$58.9M -$1.73M -42,593 -3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$40.1M -$3.23M -79,449 -8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$37.2M -$2.86M -70,427 -7%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$34.6M +$33.5M +824,522 +49,225%
Principal Financial Group
11
Principal Financial Group
Iowa
$32.9M +$384K +9,447 +1%
PCA
12
PL Capital Advisors
Florida
$31.4M
Victory Capital Management
13
Victory Capital Management
Texas
$30.8M -$1.44M -35,457 -5%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.5M -$137K -3,378 -0.5%
Northern Trust
15
Northern Trust
Illinois
$29.1M -$7.04M -173,194 -20%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$27.3M -$1.67M -41,028 -6%
Boston Partners
17
Boston Partners
Massachusetts
$27.2M -$282K -6,928 -1%
SFM
18
Systematic Financial Management
New Jersey
$26.9M +$848K +20,856 +3%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$26.7M -$1.12M -27,536 -4%
DRZID
20
DePrince Race & Zollo Inc (DRZ)
Florida
$26.2M +$1.43M +35,200 +6%
Norges Bank
21
Norges Bank
Norway
$22.6M -$523K -12,858 -2%
JP Morgan Chase
22
JP Morgan Chase
New York
$19.4M -$1.43M -35,066 -7%
Charles Schwab
23
Charles Schwab
California
$19M +$148K +3,635 +0.8%
EAM
24
Eagle Asset Management
Florida
$18.2M -$150K -3,698 -0.8%
Public Employees Retirement Association of Colorado
25
Public Employees Retirement Association of Colorado
Colorado
$17.8M -$595K -14,626 -3%

FRME Hedge Fund Activity: Q3 2021 in Review

207 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q3 2021, worth a combined $1.65B — down 1.9% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FRME positions and 7 closed out — a net gain of 12 holders — while 65 added to existing stakes and 71 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $33.5M. The largest seller was Bank of Montreal, exiting entirely with an estimated $17.6M sold.

  • 207 institutional investors held First Merchants (FRME) as of Q3 2021, up from 197 in Q2 2021.
  • Funds reported $1.65B of First Merchants stock for Q3 2021, down 1.9% quarter-over-quarter.
  • 19 funds opened new First Merchants positions in Q3 2021 and 7 closed out, a net change of +12 holders.
  • The largest First Merchants buyer in Q3 2021 was William Blair Investment Management, an estimated $33.5M added.
  • The largest First Merchants seller in Q3 2021 was Bank of Montreal, an estimated $17.6M sold.

Based on aggregated 13F filings for Q3 2021.