We are live on ! Find out more
INDB icon

Independent Bank

196 hedge funds and large institutions have $1.97B invested in Independent Bank in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 87 increasing their positions, 47 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 47

23% more capital invested

Capital invested by funds: $1.6B → $1.97B (+$368M)

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

5.31% more ownership

Funds ownership: 81.77%87.07% (+5.3%)

1% more funds holding

Funds holding: 194196 (+2)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
196
Holders Change
+2
Holders Change %
+1.03%
% of All Funds
4.24%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
28
Increased
87
Reduced
47
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SBH
26
Segall Bryant & Hamill
Illinois
$13.6M -$984K -12,412 -7%
Bank of America
27
Bank of America
North Carolina
$11.9M +$1.63M +20,582 +16%
PWLP
28
Prio Wealth Limited Partnership
Massachusetts
$9.1M -$297K -3,750 -3%
EWM
29
Endurance Wealth Management
Rhode Island
$8.88M
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$8.02M +$831K +10,491 +12%
CEP
31
Chicago Equity Partners
Illinois
$7.32M -$375K -4,730 -5%
MAP
32
Moody Aldrich Partners
Massachusetts
$7.18M +$571K +7,201 +9%
Legal & General Group
33
Legal & General Group
United Kingdom
$6.66M +$1.26M +15,841 +24%
Wells Fargo
34
Wells Fargo
California
$6.23M +$233K +2,940 +4%
TCIM
35
TIAA CREF Investment Management
New York
$6.16M -$122K -1,544 -2%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$6.15M +$3.63M +45,828 +153%
HAI
37
Hennessy Advisors Inc
California
$5.67M
PPA
38
Parametric Portfolio Associates
Washington
$5.51M +$846K +10,680 +19%
Fisher Asset Management
39
Fisher Asset Management
Washington
$5.04M -$114K -1,439 -2%
TA
40
Teachers Advisors
New York
$4.61M +$180K +2,274 +4%
Prudential Financial
41
Prudential Financial
New Jersey
$4.46M +$695K +8,769 +19%
First Trust Advisors
42
First Trust Advisors
Illinois
$4.41M +$158K +1,998 +4%
ASRS
43
Arizona State Retirement System
Arizona
$4.32M +$803K +10,139 +23%
Swiss National Bank
44
Swiss National Bank
Switzerland
$4.24M +$285K +3,600 +7%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$3.44M -$6.66K -84 -0.2%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$3.38M -$226K -2,857 -6%
MC
47
Moors & Cabot
Massachusetts
$3.13M +$51.3K +647 +2%
AllianceBernstein
48
AllianceBernstein
Tennessee
$3.13M +$134K +1,690 +5%
New York State Teachers Retirement System (NYSTRS)
49
New York State Teachers Retirement System (NYSTRS)
New York
$3.08M +$221K +2,792 +8%
Canada Life
50
Canada Life
Manitoba, Canada
$3.03M +$57.8K +730 +2%

INDB Hedge Fund Activity: Q1 2019 in Review

196 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Independent Bank (INDB) for Q1 2019, worth a combined $1.97B — up 23% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new INDB positions and 25 closed out — a net gain of 3 holders — while 87 added to existing stakes and 47 trimmed.

The largest buyer was BlackRock, adding an estimated $40.3M. The largest seller was Wasatch Advisors, cutting an estimated $17.9M.

  • 196 institutional investors held Independent Bank (INDB) as of Q1 2019, up from 194 in Q4 2018.
  • Funds reported $1.97B of Independent Bank stock for Q1 2019, up 23% quarter-over-quarter.
  • 28 funds opened new Independent Bank positions in Q1 2019 and 25 closed out, a net change of +3 holders.
  • The largest Independent Bank buyer in Q1 2019 was BlackRock, an estimated $40.3M added.
  • The largest Independent Bank seller in Q1 2019 was Wasatch Advisors, an estimated $17.9M sold.

Based on aggregated 13F filings for Q1 2019.