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Independent Bank

273 hedge funds and large institutions have $3.05B invested in Independent Bank in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 79 increasing their positions, 87 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

612% more call options, than puts

Call options by funds: $363K | Put options by funds: $51K

131% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 16

9% more capital invested

Capital invested by funds: $2.8B → $3.05B (+$243M)

6% more funds holding

Funds holding: 258273 (+15)

0.44% more ownership

Funds ownership: 82.05%82.49% (+0.44%)

9% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 87

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
273
Holders Change
+15
Holders Change %
+5.81%
% of All Funds
4.39%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
37
Increased
79
Reduced
87
Closed
16
Calls
$363K
Puts
$51K
Net Calls
+$312K
Net Calls Change
+$752K
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
226
Versant Capital Management
Arizona
$29.7K
PSB
227
Piscataqua Savings Bank
New Hampshire
$28.9K
CI Investments Inc
228
CI Investments Inc
Ontario, Canada
$27K +$26.7K +315 New
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$24.5K
Ohio Public Employees Retirement System (OPERS)
230
Ohio Public Employees Retirement System (OPERS)
Ohio
$24K -$52.9K -624 -69%
C
231
Covestor
United Kingdom
$21K +$20.3K +240 +2,182%
VNA
232
Valley National Advisers
Pennsylvania
$18K
Nomura Asset Management
233
Nomura Asset Management
Japan
$17.7K
BBHC
234
Brown Brothers Harriman & Co
New York
$17.3K
EWA
235
EverSource Wealth Advisors
Alabama
$16.5K
ZB
236
Zions Bancorporation
Utah
$14.4K +$14.4K +170 New
FHA
237
First Horizon Advisors
Tennessee
$13.7K
Fifth Third Bancorp
238
Fifth Third Bancorp
Ohio
$11K
BWA
239
BDO Wealth Advisors
Florida
$10.8K +$85 +1 +0.8%
PFBT
240
Parkside Financial Bank & Trust
Missouri
$10.2K
IA
241
IFP Advisors
Florida
$10K +$1.86K +22 +1,100%
TPCW
242
TD Private Client Wealth
New York
$9.71K
SWA
243
SOA Wealth Advisors
New York
$9.46K +$85 +1 +0.9%
WT
244
Washington Trust
Rhode Island
$8.44K
TF
245
TimeScale Financial
Massachusetts
$7.83K
ST
246
Smithfield Trust
Pennsylvania
$7K
TWA
247
TCI Wealth Advisors
Arizona
$6.84K
SPIA
248
Steward Partners Investment Advisory
New York
$6.5K
PTC
249
Private Trust Company
Ohio
$5K
NA
250
NewEdge Advisors
Louisiana
$4.47K +$4.49K +53 New

INDB Hedge Fund Activity: Q4 2022 in Review

273 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Independent Bank (INDB) for Q4 2022, worth a combined $3.05B — up 8.7% from $2.8B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new INDB positions and 16 closed out — a net gain of 21 holders — while 79 added to existing stakes and 87 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $58.3M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $21.9M.

  • 273 institutional investors held Independent Bank (INDB) as of Q4 2022, up from 258 in Q3 2022.
  • Funds reported $3.05B of Independent Bank stock for Q4 2022, up 8.7% quarter-over-quarter.
  • 37 funds opened new Independent Bank positions in Q4 2022 and 16 closed out, a net change of +21 holders.
  • The largest Independent Bank buyer in Q4 2022 was Morgan Stanley, an estimated $58.3M added.
  • The largest Independent Bank seller in Q4 2022 was T. Rowe Price Investment Management, an estimated $21.9M sold.

Based on aggregated 13F filings for Q4 2022.