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Independent Bank Corp

127 hedge funds and large institutions have $393M invested in Independent Bank Corp in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 38

8% more capital invested

Capital invested by funds: $364M → $393M (+$28.6M)

0.96% more ownership

Funds ownership: 78.78%79.74% (+0.96%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

2% less funds holding

Funds holding: 129127 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4K

Holders
127
Holders Change
-2
Holders Change %
-1.55%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
48
Reduced
38
Closed
13
Calls
Puts
$4K
Net Calls
-$4K
Net Calls Change
+$853K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$61.5M +$3.2M +139,931 +6%
FCM
2
FJ Capital Management
Virginia
$35.8M
Vanguard Group
3
Vanguard Group
Pennsylvania
$24.8M -$823K -35,986 -3%
State Street
4
State Street
Massachusetts
$19M -$698K -30,524 -4%
Renaissance Technologies
5
Renaissance Technologies
New York
$18.2M +$201K +8,800 +1%
LSV Asset Management
6
LSV Asset Management
Illinois
$17.4M -$1.71M -74,900 -9%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$15.4M +$424K +18,564 +3%
JP Morgan Chase
8
JP Morgan Chase
New York
$12M -$734K -32,121 -6%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$11M +$6.94M +303,351 +192%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$8.88M +$1.69K +74 +0%
PCA
11
PL Capital Advisors
Florida
$8.59M
Principal Financial Group
12
Principal Financial Group
Iowa
$7.78M -$1M -43,935 -12%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$7.46M +$2.31M +101,140 +48%
Ameriprise
14
Ameriprise
Minnesota
$6.74M +$4.88M +213,378 +309%
Allspring Global Investments
15
Allspring Global Investments
North Carolina
$6.46M +$6.19M +270,509 New
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$6.31M -$526K -23,011 -8%
Northern Trust
17
Northern Trust
Illinois
$5.9M -$182K -7,965 -3%
FP
18
Foundry Partners
Minnesota
$5.71M +$344K +15,065 +7%
Bank of America
19
Bank of America
North Carolina
$5.57M -$87.6K -3,830 -2%
Invesco
20
Invesco
Georgia
$5.47M +$948K +41,451 +22%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$5.37M +$26.1K +1,140 +0.5%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$4.56M -$113K -4,932 -3%
SCP
23
Seizert Capital Partners
Michigan
$4.54M +$109K +4,746 +3%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$4.38M -$757K -33,103 -15%
Goldman Sachs
25
Goldman Sachs
New York
$3.97M +$247K +10,807 +7%

IBCP Hedge Fund Activity: Q4 2021 in Review

127 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Corp (IBCP) for Q4 2021, worth a combined $393M — up 7.9% from $364M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of IBCP and 12 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 48 added.

The largest buyer was Fidelity Investments, adding an estimated $6.94M. The largest seller was Bank of Montreal, exiting entirely with an estimated $9M sold.

  • 127 institutional investors held Independent Bank Corp (IBCP) as of Q4 2021, down from 129 in Q3 2021.
  • Funds reported $393M of Independent Bank Corp stock for Q4 2021, up 7.9% quarter-over-quarter.
  • 12 funds opened new Independent Bank Corp positions in Q4 2021 and 13 closed out, a net change of -1 holder.
  • The largest Independent Bank Corp buyer in Q4 2021 was Fidelity Investments, an estimated $6.94M added.
  • The largest Independent Bank Corp seller in Q4 2021 was Bank of Montreal, an estimated $9M sold.

Based on aggregated 13F filings for Q4 2021.