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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
BCI
126
Brinker Capital Investments
Pennsylvania
$855K +$94.4K +1,137 +12%
Envestnet Asset Management
127
Envestnet Asset Management
Illinois
$843K +$148K +1,784 +21%
JMPWA
128
JP Morgan Private Wealth Advisors
California
$838K +$131K +1,577 +18%
Janus Henderson Group
129
Janus Henderson Group
United Kingdom
$759K +$774K +9,322 New
Teacher Retirement System of Texas
130
Teacher Retirement System of Texas
Texas
$753K +$326K +3,923 +74%
PT
131
Plimoth Trust
Massachusetts
$729K -$6.23K -75 -0.8%
CPSC
132
Carl P. Sherr & Co
Massachusetts
$716K +$37.5K +452 +5%
Handelsbanken Fonder
133
Handelsbanken Fonder
Sweden
$712K +$123K +1,478 +20%
Los Angeles Capital Management
134
Los Angeles Capital Management
California
$708K +$914 +11 +0.1%
Citadel Advisors
135
Citadel Advisors
Florida
$707K -$1.79M -21,562 -71%
Susquehanna International Group
136
Susquehanna International Group
Pennsylvania
$704K +$205K +2,466 +40%
CRC
137
Curi RMB Capital
Illinois
$681K -$16.8K -202 -2%
ACM
138
AlphaCrest Capital Management
New York
$673K +$685K +8,251 New
CG
139
Colony Group
Massachusetts
$663K +$676K +8,137 New
Nomura Holdings
140
Nomura Holdings
Japan
$661K +$673K +8,100 New
BFM
141
Boston Financial Management
Massachusetts
$654K – – –
WPC
142
White Pine Capital
Minnesota
$652K +$665K +8,001 New
DT
143
Diversified Trust
Tennessee
$644K – – –
PCM
144
Polaris Capital Management
Massachusetts
$623K – – –
Russell Investments Group
145
Russell Investments Group
United Kingdom
$620K +$633K +7,619 New
Squarepoint
146
Squarepoint
New York
$608K +$201K +2,424 +48%
ECM
147
Everence Capital Management
Indiana
$578K +$125K +1,510 +27%
RMC
148
Resources Management Corp
Connecticut
$550K – – –
MOACM
149
Mutual of America Capital Management
New York
$529K +$173K +2,086 +47%
KTA
150
Keeley-Teton Advisors
Illinois
$527K +$60.5K +728 +13%
4 5
6
7 8

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.