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First Merchants

222 hedge funds and large institutions have $1.54B invested in First Merchants in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 83 increasing their positions, 63 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 22

32% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 63

6% more funds holding

Funds holding: 210222 (+12)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.68% less ownership

Funds ownership: 78.47%72.79% (-5.7%)

12% less capital invested

Capital invested by funds: $1.75B → $1.54B (-$208M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $356K

Holders
222
Holders Change
+12
Holders Change %
+5.71%
% of All Funds
3.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
39
Increased
83
Reduced
63
Closed
22
Calls
Puts
$356K
Net Calls
-$356K
Net Calls Change
-$576K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$218M +$16.4M +417,734 +7%
BlackRock
2
BlackRock
New York
$144M +$2.31M +58,604 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$98.3M +$4.36M +110,734 +4%
EARNEST Partners
4
EARNEST Partners
Georgia
$93.2M -$3.65M -92,790 -3%
CCMLC
5
Cardinal Capital Management LLC (Connecticut)
Connecticut
$80.6M -$2.88M -73,251 -3%
State Street
6
State Street
Massachusetts
$66.9M -$140K -3,557 -0.2%
DRZID
7
DePrince Race & Zollo Inc (DRZ)
Florida
$40.2M -$396K -10,059 -0.9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$37M -$40.6M -1,032,165 -50%
Principal Financial Group
9
Principal Financial Group
Iowa
$37M +$8.36M +212,253 +26%
Goldman Sachs
10
Goldman Sachs
New York
$36.6M -$14.9M -378,699 -27%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.1M +$11M +279,132 +40%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$33.6M -$938K -23,820 -2%
Victory Capital Management
13
Victory Capital Management
Texas
$30.4M -$2.25M -57,104 -6%
PCA
14
PL Capital Advisors
Florida
$26.8M +$276K +7,000 +0.9%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$26.5M -$1.39M -35,332 -5%
N
16
Nuveen
North Carolina
$24.4M +$6.11M +155,313 +29%
Boston Partners
17
Boston Partners
Massachusetts
$24.1M +$488K +12,398 +2%
Northern Trust
18
Northern Trust
Illinois
$23.9M +$632K +16,061 +2%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$22.7M +$37.4K +951 +0.2%
SFM
20
Systematic Financial Management
New Jersey
$22.6M +$489K +12,430 +2%
Public Employees Retirement Association of Colorado
21
Public Employees Retirement Association of Colorado
Colorado
$20.8M +$4.16M +105,700 +22%
JP Morgan Chase
22
JP Morgan Chase
New York
$19.5M +$1.53M +38,865 +8%
American Century Companies
23
American Century Companies
Missouri
$19.4M +$21M +533,384 +4,288%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$19.3M -$116K -2,944 -0.5%
Charles Schwab
25
Charles Schwab
California
$18.6M +$1.12M +28,498 +6%

FRME Hedge Fund Activity: Q2 2022 in Review

222 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q2 2022, worth a combined $1.54B — down 12% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new FRME positions and 22 closed out — a net gain of 17 holders — while 83 added to existing stakes and 63 trimmed.

The largest buyer was American Century Companies, adding an estimated $21M. The largest seller was Geode Capital Management, cutting an estimated $40.6M.

  • 222 institutional investors held First Merchants (FRME) as of Q2 2022, up from 210 in Q1 2022.
  • Funds reported $1.54B of First Merchants stock for Q2 2022, down 12% quarter-over-quarter.
  • 39 funds opened new First Merchants positions in Q2 2022 and 22 closed out, a net change of +17 holders.
  • The largest First Merchants buyer in Q2 2022 was American Century Companies, an estimated $21M added.
  • The largest First Merchants seller in Q2 2022 was Geode Capital Management, an estimated $40.6M sold.

Based on aggregated 13F filings for Q2 2022.