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Independent Bank Corp

144 hedge funds and large institutions have $449M invested in Independent Bank Corp in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 40

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

3% more funds holding

Funds holding: 140144 (+4)

0.84% more ownership

Funds ownership: 77.83%78.67% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less capital invested

Capital invested by funds: $478M → $449M (-$29.2M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $15.3M

Holders
144
Holders Change
+4
Holders Change %
+2.86%
% of All Funds
3.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
56
Reduced
40
Closed
12
Calls
Puts
$15.3M
Net Calls
-$15.3M
Net Calls Change
-$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$50.4M +$1.18M +47,098 +2%
PCA
2
PL Capital Advisors
Florida
$27.4M +$2.68M +107,300 +10%
Renaissance Technologies
3
Renaissance Technologies
New York
$25.5M -$714K -28,600 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$23.8M +$532K +21,323 +2%
MCM
5
Maltese Capital Management
New York
$23.6M +$4.01M +160,804 +19%
State Street
6
State Street
Massachusetts
$19.7M -$541K -21,674 -3%
Man Group
7
Man Group
United Kingdom
$16.1M -$540K -21,640 -3%
LSV Asset Management
8
LSV Asset Management
Illinois
$13.2M -$105K -4,200 -0.7%
Russell Investments Group
9
Russell Investments Group
United Kingdom
$11M -$784K -31,416 -6%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$10.9M +$436K +17,454 +4%
AQR Capital Management
11
AQR Capital Management
Connecticut
$10.3M +$444K +17,790 +4%
FCM
12
FJ Capital Management
Virginia
$9.87M
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.17M +$535K +21,422 +6%
Morgan Stanley
14
Morgan Stanley
New York
$8M +$4.39M +175,671 +108%
JP Morgan Chase
15
JP Morgan Chase
New York
$7.93M +$325K +13,028 +4%
PAM
16
Panagora Asset Management
Massachusetts
$7.43M +$133K +5,319 +2%
TAM
17
THB Asset Management
Connecticut
$6.71M -$56.5K -2,262 -0.8%
FP
18
Foundry Partners
Minnesota
$6.71M -$237K -9,475 -3%
DRZID
19
DePrince Race & Zollo Inc (DRZ)
Florida
$6.7M +$26.6K +1,065 +0.4%
Wells Fargo
20
Wells Fargo
California
$6.62M -$808K -32,376 -10%
Northern Trust
21
Northern Trust
Illinois
$6.49M +$453K +18,124 +7%
Millennium Management
22
Millennium Management
New York
$6.48M -$6.17M -247,035 -47%
Boston Partners
23
Boston Partners
Massachusetts
$5.92M -$335K -13,400 -5%
Invesco
24
Invesco
Georgia
$5.65M +$165K +6,614 +3%
American Century Companies
25
American Century Companies
Missouri
$5.48M +$2.41M +96,680 +72%

IBCP Hedge Fund Activity: Q3 2018 in Review

144 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Corp (IBCP) for Q3 2018, worth a combined $449M — down 6.1% from $478M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IBCP positions and 12 closed out — a net gain of 4 holders — while 56 added to existing stakes and 40 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.39M. The largest seller was Millennium Management, cutting an estimated $6.17M.

  • 144 institutional investors held Independent Bank Corp (IBCP) as of Q3 2018, up from 140 in Q2 2018.
  • Funds reported $449M of Independent Bank Corp stock for Q3 2018, down 6.1% quarter-over-quarter.
  • 16 funds opened new Independent Bank Corp positions in Q3 2018 and 12 closed out, a net change of +4 holders.
  • The largest Independent Bank Corp buyer in Q3 2018 was Morgan Stanley, an estimated $4.39M added.
  • The largest Independent Bank Corp seller in Q3 2018 was Millennium Management, an estimated $6.17M sold.

Based on aggregated 13F filings for Q3 2018.