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Independent Bank
INDB

Overview Fund Activity

274 hedge funds and large institutions have $1.79B invested in Independent Bank in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 81 increasing their positions, 105 reducing their positions, and 22 closing their positions.

Holders
274
Holders Change
+16
Holders Change %
+6.2%
% 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
39
Increased
81
Reduced
105
Closed
22
Calls
$73K
Puts
$98K
Net Calls
-$25K
Net Calls Change
-$25K

Top Buyers

1
Invesco
1
Invesco
Georgia
$24.6M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$103M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$8.22M
4
Macquarie Group
4
Macquarie Group
Australia
$51.1M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$6.33M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$0
2
SAM
2
Silvercrest Asset Management
New York
$51.4M
3
Victory Capital Management
3
Victory Capital Management
Texas
$70.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$36.8M
5
NI
5
Nuance Investments
Missouri
$50M
Name Market Value Shares Shares
Change 		Shares
Change %
S
251
SignatureFD
Georgia
$3.64K 70 +1 +1%
PWMG
252
Private Wealth Management Group
New Jersey
$3.54K 68 +38 +127%
PPC
253
Park Place Capital
Alabama
$3.38K 65 +56 +622%
LFA
254
LGT Financial Advisors
Texas
$2.91K 56 -76 -58%
GRP
255
Global Retirement Partners
California
$2.71K 52 – –
GWSG
256
GPS Wealth Strategies Group
Colorado
$2.29K 44 – –
FMII
257
Farmers & Merchants Investments Inc
Nebraska
$1.56K 30 – –
BLC
258
Brown, Lisle/Cummings
Rhode Island
$1.12K 21 – –
JWA
259
JFS Wealth Advisors
Pennsylvania
$1.09K 21 -11 -34%
AF
260
Advisornet Financial
Minnesota
$1.04K 20 +20 New
PFBT
261
Parkside Financial Bank & Trust
Missouri
$937 18 – –
Northwestern Mutual Wealth Management
262
Northwestern Mutual Wealth Management
Wisconsin
$780 15 – –
AAP
263
Arax Advisory Partners
Colorado
$728 14 – –
PS
264
Principal Securities
Iowa
$624 12 -14 -54%
BIA
265
Bell Investment Advisors
California
$573 11 – –
PA
266
Parallel Advisors
California
$520 10 – –
CA
267
Continuum Advisory
Idaho
$519 10 +10 New
AWM
268
Avior Wealth Management
Nebraska
$468 9 +9 New
SIC
269
SJS Investment Consulting
Ohio
$417 8 -2 -20%
AWM
270
Abound Wealth Management
Tennessee
$365 7 – –
DPW
271
DiNuzzo Private Wealth
Pennsylvania
$261 5 -2 -29%
RIL
272
Rothschild Investment LLC
Illinois
$260 5 +5 New
ECM
273
Everence Capital Management
Indiana
$241 4,640 – –
TWP
274
TFO Wealth Partners
Ohio
$104 2 – –
CIP
275
Champlain Investment Partners
Vermont
– – -629,155 Closed
8 9 10
11
12