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Independent Bank Corp

117 hedge funds and large institutions have $219M invested in Independent Bank Corp in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.27% less ownership

Funds ownership: 82.09%79.82% (-2.3%)

3% less funds holding

Funds holding: 120117 (-3)

18% less capital invested

Capital invested by funds: $266M → $219M (-$46.8M)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

28% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 47

98% less call options, than puts

Call options by funds: $7K | Put options by funds: $294K

Holders
117
Holders Change
-3
Holders Change %
-2.5%
% of All Funds
2.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
34
Reduced
47
Closed
15
Calls
$7K
Puts
$294K
Net Calls
-$287K
Net Calls Change
-$128K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$25.8M -$1.35M -96,251 -4%
FCM
2
FJ Capital Management
Virginia
$20.7M +$3.55M +254,000 +18%
Vanguard Group
3
Vanguard Group
Pennsylvania
$14M -$380K -27,179 -2%
Renaissance Technologies
4
Renaissance Technologies
New York
$12.7M -$193K -13,800 -1%
MCM
5
Maltese Capital Management
New York
$11.1M -$493K -35,198 -4%
LSV Asset Management
6
LSV Asset Management
Illinois
$10.6M -$375K -26,800 -3%
State Street
7
State Street
Massachusetts
$7.88M -$412K -29,441 -4%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$6.76M -$638K -45,605 -8%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$5.95M -$28K -2,003 -0.4%
JP Morgan Chase
10
JP Morgan Chase
New York
$5.35M -$158K -11,309 -3%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.28M -$63.2K -4,514 -1%
Russell Investments Group
12
Russell Investments Group
United Kingdom
$5.11M -$6.48M -462,885 -53%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$4.57M +$218K +15,608 +4%
PCA
14
PL Capital Advisors
Florida
$4.53M
Northern Trust
15
Northern Trust
Illinois
$4.07M -$160K -11,446 -3%
Wells Fargo
16
Wells Fargo
California
$3.87M -$1M -71,613 -19%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$3.66M +$254K +18,178 +7%
N
18
Nuveen
North Carolina
$3.6M -$309K -22,084 -7%
Bank of America
19
Bank of America
North Carolina
$3.12M -$187K -13,368 -5%
DRZID
20
DePrince Race & Zollo Inc (DRZ)
Florida
$2.82M +$36.6K +2,616 +1%
FP
21
Foundry Partners
Minnesota
$2.66M -$178K -12,700 -6%
Principal Financial Group
22
Principal Financial Group
Iowa
$2.66M +$62.7K +4,481 +2%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$2.53M -$251K -17,942 -8%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$2.47M +$786K +56,136 +40%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$2.36M -$1.76K -126 -0.1%

IBCP Hedge Fund Activity: Q3 2020 in Review

117 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Corp (IBCP) for Q3 2020, worth a combined $219M — down 18% from $266M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of IBCP and 12 opened new positions — a net loss of 3 holders — while 47 trimmed existing stakes and 34 added.

The largest buyer was FJ Capital Management, adding an estimated $3.55M. The largest seller was Russell Investments Group, cutting an estimated $6.48M.

  • 117 institutional investors held Independent Bank Corp (IBCP) as of Q3 2020, down from 120 in Q2 2020.
  • Funds reported $219M of Independent Bank Corp stock for Q3 2020, down 18% quarter-over-quarter.
  • 12 funds opened new Independent Bank Corp positions in Q3 2020 and 15 closed out, a net change of -3 holders.
  • The largest Independent Bank Corp buyer in Q3 2020 was FJ Capital Management, an estimated $3.55M added.
  • The largest Independent Bank Corp seller in Q3 2020 was Russell Investments Group, an estimated $6.48M sold.

Based on aggregated 13F filings for Q3 2020.