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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
BIA
251
Bell Investment Advisors
California
$1K – – –
CWP
252
Concord Wealth Partners
Virginia
$1K – – –
AAP
253
Arax Advisory Partners
Colorado
$1K +$665 +8 New
JWA
254
JFS Wealth Advisors
Pennsylvania
$1K +$748 +9 New
DWA
255
Delos Wealth Advisors
Texas
$1K +$831 +10 New
E
256
Ergoteles
New York
– -$5.31M -69,743 Closed
Two Sigma Investments
257
Two Sigma Investments
New York
– -$4.26M -55,999 Closed
HF
258
HRT Financial
New York
– -$3.87M -50,797 Closed
ECM
259
ExodusPoint Capital Management
New York
– -$3.32M -43,593 Closed
RBA
260
Richard Bernstein Advisors
New York
– -$2.62M -34,346 Closed
Two Sigma Advisers
261
Two Sigma Advisers
New York
– -$1.17M -15,384 Closed
D.E. Shaw & Co
262
D.E. Shaw & Co
New York
– -$839K -11,012 Closed
SFI
263
Susquehanna Fundamental Investments
Pennsylvania
– -$708K -9,297 Closed
Voloridge Investment Management
264
Voloridge Investment Management
Florida
– -$548K -7,197 Closed
QC
265
Quadrature Capital
United Kingdom
– -$516K -6,781 Closed
AIM
266
Aigen Investment Management
New York
– -$331K -4,349 Closed
OQS
267
Occudo Quantitative Strategies
Florida
– -$296K -3,890 Closed
QT
268
Quantbot Technologies
New York
– -$81K -1,075 Closed
FPS
269
Fieldpoint Private Securities
Connecticut
– -$415 -5 -50%
HNB
270
Huntington National Bank
Ohio
– +$83 +1 New
SC
271
Schubert & Co
Texas
– +$332 +4 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.