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First Merchants

221 hedge funds and large institutions have $1.67B invested in First Merchants in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 83 increasing their positions, 66 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

26% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 66

8% more capital invested

Capital invested by funds: $1.54B → $1.67B (+$123M)

0% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 23

0% less funds holding

Funds holding: 222221 (-1)

0.46% less ownership

Funds ownership: 72.79%72.33% (-0.46%)

Holders
221
Holders Change
-1
Holders Change %
-0.45%
% of All Funds
3.81%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
23
Increased
83
Reduced
66
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$242M +$5.33M +134,383 +2%
BlackRock
2
BlackRock
New York
$155M -$1.74M -43,960 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$108M +$1.55M +39,119 +1%
EARNEST Partners
4
EARNEST Partners
Georgia
$100M -$1.05M -26,436 -1%
CCMLC
5
Cardinal Capital Management LLC (Connecticut)
Connecticut
$91.3M +$3.78M +95,170 +4%
State Street
6
State Street
Massachusetts
$62.1M -$10.9M -274,018 -15%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$41.6M +$1.45M +36,549 +4%
Principal Financial Group
8
Principal Financial Group
Iowa
$40.1M -$1.86K -47 -0%
Goldman Sachs
9
Goldman Sachs
New York
$39.1M -$695K -17,527 -2%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.9M -$2.23M -56,283 -6%
Victory Capital Management
11
Victory Capital Management
Texas
$35.8M +$2.89M +72,813 +9%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$35.7M -$763K -19,228 -2%
DRZID
13
DePrince Race & Zollo Inc (DRZ)
Florida
$34.4M -$9.52M -239,810 -21%
Boston Partners
14
Boston Partners
Massachusetts
$31.6M +$5.45M +137,465 +21%
PCA
15
PL Capital Advisors
Florida
$29.1M +$198K +5,000 +0.7%
N
16
Nuveen
North Carolina
$28.5M +$2.12M +53,541 +8%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$27.7M -$1.13M -28,483 -4%
Northern Trust
18
Northern Trust
Illinois
$25.9M -$51.4K -1,295 -0.2%
SFM
19
Systematic Financial Management
New Jersey
$25M +$541K +13,627 +2%
American Century Companies
20
American Century Companies
Missouri
$24.6M +$3.56M +89,672 +16%
Public Employees Retirement Association of Colorado
21
Public Employees Retirement Association of Colorado
Colorado
$22.6M
JP Morgan Chase
22
JP Morgan Chase
New York
$21.8M +$564K +14,218 +3%
Charles Schwab
23
Charles Schwab
California
$21.4M +$1.23M +31,097 +6%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$20.9M -$116K -2,914 -0.5%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$19.4M -$5.24M -132,136 -21%

FRME Hedge Fund Activity: Q3 2022 in Review

221 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q3 2022, worth a combined $1.67B — up 8% from $1.54B a quarter earlier.

Fund positioning in FRME was balanced in Q3 2022: 23 funds opened new positions, 23 closed out, 83 added to existing stakes and 66 trimmed.

The largest buyer was Millennium Management, adding an estimated $10.1M. The largest seller was State Street, cutting an estimated $10.9M.

  • 221 institutional investors held First Merchants (FRME) as of Q3 2022, down from 222 in Q2 2022.
  • Funds reported $1.67B of First Merchants stock for Q3 2022, up 8% quarter-over-quarter.
  • 23 funds opened new First Merchants positions in Q3 2022 and 23 closed out, a net change of 0 holders.
  • The largest First Merchants buyer in Q3 2022 was Millennium Management, an estimated $10.1M added.
  • The largest First Merchants seller in Q3 2022 was State Street, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2022.