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Independent Bank

146 hedge funds and large institutions have $904M invested in Independent Bank in 2015 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 62 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 42

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

1% more funds holding

Funds holding: 144146 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $910M → $904M (-$5.57M)

Holders
146
Holders Change
+2
Holders Change %
+1.39%
% of All Funds
3.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
62
Reduced
42
Closed
10
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$7.98M
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$7.64M -$75.8K -1,576 -1%
EWM
28
Endurance Wealth Management
Rhode Island
$7.25M +$29.1K +605 +0.4%
Renaissance Technologies
29
Renaissance Technologies
New York
$7.19M +$1.65M +34,381 +29%
WC
30
Walthausen & Co
New York
$6.75M -$6.73K -140 -0.1%
PWLP
31
Prio Wealth Limited Partnership
Massachusetts
$6.66M
BIM
32
BlackRock Investment Management
Delaware
$5.02M +$23.7K +493 +0.5%
TCIM
33
TIAA CREF Investment Management
New York
$4.33M +$62K +1,290 +1%
Charles Schwab
34
Charles Schwab
California
$3.92M +$109K +2,259 +3%
Invesco
35
Invesco
Georgia
$3.68M +$195K +4,062 +5%
BGIM
36
Brandywine Global Investment Management
Pennsylvania
$3.54M -$154K -3,201 -4%
First Trust Advisors
37
First Trust Advisors
Illinois
$3.24M +$1.19M +24,740 +55%
BCM
38
Bridgeway Capital Management
Texas
$3.22M -$844K -17,550 -20%
Fisher Asset Management
39
Fisher Asset Management
Washington
$3.18M +$375K +7,793 +13%
SAMC
40
Shinko Asset Management Company
Japan
$3.18M +$375K +7,793 +13%
JP Morgan Chase
41
JP Morgan Chase
New York
$2.94M -$130K -2,711 -4%
Prudential Financial
42
Prudential Financial
New Jersey
$2.85M +$24K +500 +0.8%
Deutsche Bank
43
Deutsche Bank
Germany
$2.58M -$682K -14,180 -20%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$2.25M +$37.1K +772 +2%
BG
45
BlackRock Group
United Kingdom
$2.21M +$412K +8,566 +22%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$2.1M +$73.1K +1,520 +3%
PPA
47
Parametric Portfolio Associates
Washington
$1.93M -$59.2K -1,231 -3%
AllianceBernstein
48
AllianceBernstein
Tennessee
$1.77M -$73.8K -1,535 -4%
TA
49
Teachers Advisors
New York
$1.74M
Millennium Management
50
Millennium Management
New York
$1.63M +$1.69M +35,111 New

INDB Hedge Fund Activity: Q4 2015 in Review

146 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Independent Bank (INDB) for Q4 2015, worth a combined $904M — down 0.61% from $910M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new INDB positions and 10 closed out — a net gain of 3 holders — while 62 added to existing stakes and 42 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $5.1M. The largest seller was Macquarie Group, cutting an estimated $23M.

  • 146 institutional investors held Independent Bank (INDB) as of Q4 2015, up from 144 in Q3 2015.
  • Funds reported $904M of Independent Bank stock for Q4 2015, down 0.61% quarter-over-quarter.
  • 13 funds opened new Independent Bank positions in Q4 2015 and 10 closed out, a net change of +3 holders.
  • The largest Independent Bank buyer in Q4 2015 was BlackRock Fund Advisors, an estimated $5.1M added.
  • The largest Independent Bank seller in Q4 2015 was Macquarie Group, an estimated $23M sold.

Based on aggregated 13F filings for Q4 2015.