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Independent Bank
INDB

258 hedge funds and large institutions have $3.2B invested in Independent Bank in 2021 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 118 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 14

247% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 34

40% more capital invested

Capital invested by funds: $2.29B → $3.2B (+$910M)

25% more funds holding

Funds holding: 206 → 258 (+52)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7.56% less ownership

Funds ownership: 90.9% → 83.34% (-7.6%)

Holders
258
Holders Change
+52
Holders Change %
+25.24%
% of All Funds
3.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
66
Increased
118
Reduced
34
Closed
14
Calls
$8K
Puts
–
Net Calls
+$8K
Net Calls Change
-$350K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$177M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$132M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$79.4M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$58.9M
5
State Street
State Street
Massachusetts
+$38.5M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$16.5M
2
Millennium Management
Millennium Management
New York
-$9.61M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
-$8.96M
4
E
Ergoteles
New York
-$5.31M
5
Two Sigma Investments
Two Sigma Investments
New York
-$4.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
226
Delta Asset Management
Tennessee
$16K – – –
EWA
227
EverSource Wealth Advisors
Alabama
$16K +$16.3K +196 New
GAM
228
Gemmer Asset Management
California
$12K – – –
STCOSD
229
Sageworth Trust Company of South Dakota
South Dakota
$10K +$9.88K +119 New
TPCW
230
TD Private Client Wealth
New York
$9.38K – – –
PFBT
231
Parkside Financial Bank & Trust
Missouri
$9K – – –
TF
232
TimeScale Financial
Massachusetts
$9K – – –
FHA
233
First Horizon Advisors
Tennessee
$9K +$10.1K +121 New
WT
234
Washington Trust
Rhode Island
$8K – – –
SWA
235
SOA Wealth Advisors
New York
$8K +$83 +1 +0.9%
ST
236
Smithfield Trust
Pennsylvania
$7K – – –
SIC
237
Salem Investment Counselors
North Carolina
$6K – – –
SPIA
238
Steward Partners Investment Advisory
New York
$6K – – –
Fifth Third Bancorp
239
Fifth Third Bancorp
Ohio
$6K +$4.07K +49 +196%
TFO
240
Tarbox Family Office
California
$5K – – –
APA
241
American Portfolios Advisors
New York
$4.97K – – –
GWSG
242
GPS Wealth Strategies Group
Colorado
$4K – – –
ST
243
Sageworth Trust
Pennsylvania
$3K -$10.3K -124 -78%
TWA
244
TCI Wealth Advisors
Arizona
$3K – – –
MCM
245
Manchester Capital Management
Vermont
$3K +$498 +6 +20%
SFM
246
Signet Financial Management
New Jersey
$3K +$3.41K +41 New
PFGIA
247
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
C
248
Covestor
United Kingdom
$2K +$1.5K +18 New
HR
249
Howe & Rusling
New York
$2K +$1.58K +19 New
FF
250
FourThought Financial
Florida
$2K +$1.66K +20 New
7 8 9
10
11

INDB Hedge Fund Activity: Q4 2021 in Review

258 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Independent Bank (INDB) for Q4 2021, worth a combined $3.2B — up 40% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new INDB positions and 14 closed out — a net gain of 52 holders — while 118 added to existing stakes and 34 trimmed.

The largest buyer was BlackRock, adding an estimated $177M. The largest seller was Fidelity Investments, cutting an estimated $16.5M.

  • 258 institutional investors held Independent Bank (INDB) as of Q4 2021, up from 206 in Q3 2021.
  • Funds reported $3.2B of Independent Bank stock for Q4 2021, up 40% quarter-over-quarter.
  • 66 funds opened new Independent Bank positions in Q4 2021 and 14 closed out, a net change of +52 holders.
  • The largest Independent Bank buyer in Q4 2021 was BlackRock, an estimated $177M added.
  • The largest Independent Bank seller in Q4 2021 was Fidelity Investments, an estimated $16.5M sold.

Based on aggregated 13F filings for Q4 2021.