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Independent Bank Corp

119 hedge funds and large institutions have $287M invested in Independent Bank Corp in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 52 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more call options, than puts

Call options by funds: $24K | Put options by funds: $3K

0.04% more ownership

Funds ownership: 79.95%79.98% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $300M → $287M (-$13.3M)

7% less funds holding

Funds holding: 128119 (-9)

23% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 52

41% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 22

Holders
119
Holders Change
-9
Holders Change %
-7.03%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
40
Reduced
52
Closed
22
Calls
$24K
Puts
$3K
Net Calls
+$21K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$49.5M +$112K +6,523 +0.2%
FCM
2
FJ Capital Management
Virginia
$21.9M
Vanguard Group
3
Vanguard Group
Pennsylvania
$17.6M -$28.5K -1,660 -0.2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$16.1M +$830K +48,424 +5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$11.6M +$241K +14,042 +2%
State Street
6
State Street
Massachusetts
$11.1M -$500K -29,149 -4%
Renaissance Technologies
7
Renaissance Technologies
New York
$10.2M -$350K -20,400 -3%
LSV Asset Management
8
LSV Asset Management
Illinois
$9.79M -$87.3K -5,093 -0.9%
JP Morgan Chase
9
JP Morgan Chase
New York
$8.57M -$249K -14,504 -3%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.91M -$41.4K -2,417 -0.5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$7.08M +$247K +14,434 +4%
ACM
12
Ategra Capital Management
Virginia
$7.07M +$1.17M +68,151 +19%
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$7.05M +$1.89M +109,986 +36%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$6.66M +$1.06M +62,000 +19%
PCA
15
PL Capital Advisors
Florida
$5.78M -$326K -19,000 -5%
Goldman Sachs
16
Goldman Sachs
New York
$5.24M +$231K +13,463 +5%
Ameriprise
17
Ameriprise
Minnesota
$4.56M +$146K +8,514 +3%
Principal Financial Group
18
Principal Financial Group
Iowa
$4.21M +$2.79K +163 +0.1%
Northern Trust
19
Northern Trust
Illinois
$3.78M -$69.1K -4,031 -2%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$3.7M -$318K -18,565 -8%
FP
21
Foundry Partners
Minnesota
$3.68M -$68.7K -4,010 -2%
American Century Companies
22
American Century Companies
Missouri
$3.61M +$263K +15,338 +8%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$3.45M -$53.2K -3,102 -2%
N
24
Nuveen
North Carolina
$3.35M -$12.8K -749 -0.4%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$2.92M +$852K +49,682 +41%

IBCP Hedge Fund Activity: Q2 2023 in Review

119 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Corp (IBCP) for Q2 2023, worth a combined $287M — down 4.4% from $300M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of IBCP and 13 opened new positions — a net loss of 9 holders — while 52 trimmed existing stakes and 40 added.

The largest buyer was Allspring Global Investments, adding an estimated $1.89M. The largest seller was Seizert Capital Partners, exiting entirely with an estimated $2.65M sold.

  • 119 institutional investors held Independent Bank Corp (IBCP) as of Q2 2023, down from 128 in Q1 2023.
  • Funds reported $287M of Independent Bank Corp stock for Q2 2023, down 4.4% quarter-over-quarter.
  • 13 funds opened new Independent Bank Corp positions in Q2 2023 and 22 closed out, a net change of -9 holders.
  • The largest Independent Bank Corp buyer in Q2 2023 was Allspring Global Investments, an estimated $1.89M added.
  • The largest Independent Bank Corp seller in Q2 2023 was Seizert Capital Partners, an estimated $2.65M sold.

Based on aggregated 13F filings for Q2 2023.