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Independent Bank Corp

113 hedge funds and large institutions have $308M invested in Independent Bank Corp in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

7% more capital invested

Capital invested by funds: $287M → $308M (+$21.3M)

0.2% more ownership

Funds ownership: 79.98%80.19% (+0.2%)

2% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 41

5% less funds holding

Funds holding: 119113 (-6)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

Holders
113
Holders Change
-6
Holders Change %
-5.04%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
40
Reduced
41
Closed
12
Calls
$33K
Puts
Net Calls
+$33K
Net Calls Change
+$12K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$53.2M -$331K -17,356 -0.6%
FCM
2
FJ Capital Management
Virginia
$23.6M
Vanguard Group
3
Vanguard Group
Pennsylvania
$19M +$3.12K +164 +0%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$17.7M +$300K +15,745 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$14.2M +$1.67M +87,852 +13%
State Street
6
State Street
Massachusetts
$11.4M -$577K -30,302 -5%
Renaissance Technologies
7
Renaissance Technologies
New York
$11.4M +$408K +21,400 +4%
LSV Asset Management
8
LSV Asset Management
Illinois
$10.5M -$49.5K -2,600 -0.5%
JP Morgan Chase
9
JP Morgan Chase
New York
$8.48M -$813K -42,659 -8%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.31M -$255K -13,381 -3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$8.1M +$455K +23,890 +6%
ACM
12
Ategra Capital Management
Virginia
$7.86M +$174K +9,149 +2%
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$7.18M -$465K -24,426 -6%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$7.08M -$122K -6,390 -2%
PCA
15
PL Capital Advisors
Florida
$6.25M
Goldman Sachs
16
Goldman Sachs
New York
$4.92M -$781K -40,994 -13%
Ameriprise
17
Ameriprise
Minnesota
$4.67M -$270K -14,181 -5%
Principal Financial Group
18
Principal Financial Group
Iowa
$4.49M -$67.9K -3,565 -1%
N
19
Nuveen
North Carolina
$4.46M +$879K +46,131 +23%
American Century Companies
20
American Century Companies
Missouri
$4.29M +$411K +21,567 +10%
Northern Trust
21
Northern Trust
Illinois
$4.1M +$14.5K +761 +0.3%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$4M
FP
23
Foundry Partners
Minnesota
$3.97M -$6.48K -340 -0.2%
AQR Capital Management
24
AQR Capital Management
Connecticut
$3.96M +$1.45M +75,878 +54%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$3.84M +$113K +5,956 +3%

IBCP Hedge Fund Activity: Q3 2023 in Review

113 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Corp (IBCP) for Q3 2023, worth a combined $308M — up 7.4% from $287M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of IBCP and 7 opened new positions — a net loss of 5 holders — while 41 trimmed existing stakes and 40 added.

The largest buyer was Fidelity Investments, adding an estimated $1.67M. The largest seller was Bank of Montreal, exiting entirely with an estimated $1.45M sold.

  • 113 institutional investors held Independent Bank Corp (IBCP) as of Q3 2023, down from 119 in Q2 2023.
  • Funds reported $308M of Independent Bank Corp stock for Q3 2023, up 7.4% quarter-over-quarter.
  • 7 funds opened new Independent Bank Corp positions in Q3 2023 and 12 closed out, a net change of -5 holders.
  • The largest Independent Bank Corp buyer in Q3 2023 was Fidelity Investments, an estimated $1.67M added.
  • The largest Independent Bank Corp seller in Q3 2023 was Bank of Montreal, an estimated $1.45M sold.

Based on aggregated 13F filings for Q3 2023.