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Independent Bank Corp

129 hedge funds and large institutions have $415M invested in Independent Bank Corp in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,023% more call options, than puts

Call options by funds: $6.01M | Put options by funds: $283K

24% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 42

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

7% more capital invested

Capital invested by funds: $387M → $415M (+$28M)

0.8% more ownership

Funds ownership: 80.78%81.59% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 130129 (-1)

Holders
129
Holders Change
-1
Holders Change %
-0.77%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
52
Reduced
42
Closed
11
Calls
$6.01M
Puts
$283K
Net Calls
+$5.72M
Net Calls Change
-$435K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$44M +$762K +34,452 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$25.5M +$346K +15,629 +1%
Renaissance Technologies
3
Renaissance Technologies
New York
$24.1M +$1.12M +50,700 +5%
Russell Investments Group
4
Russell Investments Group
United Kingdom
$20.7M +$559K +25,258 +3%
LSV Asset Management
5
LSV Asset Management
Illinois
$20.4M +$1.18M +53,200 +6%
FCM
6
FJ Capital Management
Virginia
$18.7M +$2.04M +92,000 +13%
State Street
7
State Street
Massachusetts
$15.3M +$278K +12,569 +2%
MCM
8
Maltese Capital Management
New York
$14.8M -$2.09M -94,409 -13%
PCA
9
PL Capital Advisors
Florida
$14M -$6.64M -300,000 -33%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$10.8M -$19.9K -899 -0.2%
Wells Fargo
11
Wells Fargo
California
$10.1M -$174K -7,877 -2%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.69M -$24.6K -1,112 -0.3%
JP Morgan Chase
13
JP Morgan Chase
New York
$8.54M +$677K +30,586 +9%
N
14
Nuveen
North Carolina
$8.34M +$49.3K +2,229 +0.6%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$8.13M +$416K +18,816 +6%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$8.13M +$1.62M +73,329 +26%
JAM
17
Jacobs Asset Management
New York
$7.51M
Millennium Management
18
Millennium Management
New York
$7.13M -$370K -16,733 -5%
Northern Trust
19
Northern Trust
Illinois
$6.33M -$74.1K -3,349 -1%
AQR Capital Management
20
AQR Capital Management
Connecticut
$5.76M -$92.9K -4,199 -2%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$5.39M +$968K +43,719 +23%
FP
22
Foundry Partners
Minnesota
$4.99M -$609K -27,500 -11%
Bank of America
23
Bank of America
North Carolina
$4.97M +$326K +14,744 +7%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$4.96M +$927K +41,885 +24%
Goldman Sachs
25
Goldman Sachs
New York
$4.84M +$2.11M +95,504 +81%

IBCP Hedge Fund Activity: Q4 2019 in Review

129 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Corp (IBCP) for Q4 2019, worth a combined $415M — up 7.2% from $387M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IBCP positions and 11 closed out — a net gain of 2 holders — while 52 added to existing stakes and 42 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $2.32M. The largest seller was PL Capital Advisors, cutting an estimated $6.64M.

  • 129 institutional investors held Independent Bank Corp (IBCP) as of Q4 2019, down from 130 in Q3 2019.
  • Funds reported $415M of Independent Bank Corp stock for Q4 2019, up 7.2% quarter-over-quarter.
  • 13 funds opened new Independent Bank Corp positions in Q4 2019 and 11 closed out, a net change of +2 holders.
  • The largest Independent Bank Corp buyer in Q4 2019 was Fidelity Investments, an estimated $2.32M added.
  • The largest Independent Bank Corp seller in Q4 2019 was PL Capital Advisors, an estimated $6.64M sold.

Based on aggregated 13F filings for Q4 2019.