We are live on ! Find out more
FRME icon

First Merchants

229 hedge funds and large institutions have $1.64B invested in First Merchants in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 74 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

86% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 22

37% more capital invested

Capital invested by funds: $1.2B → $1.64B (+$444M)

8% more funds holding

Funds holding: 213229 (+16)

1.94% more ownership

Funds ownership: 71.98%73.92% (+1.9%)

6% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 79

Holders
229
Holders Change
+16
Holders Change %
+7.51%
% of All Funds
3.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
41
Increased
74
Reduced
79
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$244M +$995K +32,126 +0.5%
BlackRock
2
BlackRock
New York
$192M +$12.8M +413,194 +9%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$114M +$6.54M +211,113 +7%
EARNEST Partners
4
EARNEST Partners
Georgia
$99.2M -$3.62M -116,889 -4%
State Street
5
State Street
Massachusetts
$65.2M +$1.46M +47,249 +3%
CCMLC
6
Cardinal Capital Management LLC (Connecticut)
Connecticut
$58M -$873K -28,175 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$49.2M +$1.75M +56,423 +4%
American Century Companies
8
American Century Companies
Missouri
$45.9M +$7.61M +245,807 +25%
Victory Capital Management
9
Victory Capital Management
Texas
$36.3M +$2.78M +89,816 +10%
Principal Financial Group
10
Principal Financial Group
Iowa
$34.3M -$19.1K -615 -0.1%
Boston Partners
11
Boston Partners
Massachusetts
$31.8M -$352K -11,350 -1%
Goldman Sachs
12
Goldman Sachs
New York
$31.6M +$367K +11,842 +1%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$30.6M -$526K -16,991 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$28.2M +$2.7M +87,184 +13%
N
15
Nuveen
North Carolina
$27.6M +$164K +5,294 +0.7%
Morgan Stanley
16
Morgan Stanley
New York
$27.4M +$12.2M +393,455 +113%
JP Morgan Chase
17
JP Morgan Chase
New York
$27.4M +$1.87M +60,450 +9%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27.2M -$2.19M -70,687 -9%
Northern Trust
19
Northern Trust
Illinois
$26.3M +$525K +16,950 +2%
PCA
20
PL Capital Advisors
Florida
$26.1M -$1.46M -47,000 -6%
Public Employees Retirement Association of Colorado
21
Public Employees Retirement Association of Colorado
Colorado
$26M -$72.9K -2,354 -0.3%
Charles Schwab
22
Charles Schwab
California
$24.8M +$930K +30,029 +5%
SFM
23
Systematic Financial Management
New Jersey
$22.3M +$276K +8,920 +2%
Fisher Asset Management
24
Fisher Asset Management
Washington
$17.7M -$293K -9,444 -2%
Norges Bank
25
Norges Bank
Norway
$14.4M -$2.12M -68,379 -15%

FRME Hedge Fund Activity: Q4 2023 in Review

229 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Merchants (FRME) for Q4 2023, worth a combined $1.64B — up 37% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FRME positions and 22 closed out — a net gain of 19 holders — while 74 added to existing stakes and 79 trimmed.

The largest buyer was BlackRock, adding an estimated $12.8M. The largest seller was Millennium Management, cutting an estimated $5.45M.

  • 229 institutional investors held First Merchants (FRME) as of Q4 2023, up from 213 in Q3 2023.
  • Funds reported $1.64B of First Merchants stock for Q4 2023, up 37% quarter-over-quarter.
  • 41 funds opened new First Merchants positions in Q4 2023 and 22 closed out, a net change of +19 holders.
  • The largest First Merchants buyer in Q4 2023 was BlackRock, an estimated $12.8M added.
  • The largest First Merchants seller in Q4 2023 was Millennium Management, an estimated $5.45M sold.

Based on aggregated 13F filings for Q4 2023.