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Independent Bank
INDB

Overview Fund Activity

264 hedge funds and large institutions have $2.36B invested in Independent Bank in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 94 reducing their positions, and 37 closing their positions.

Holders
264
Holders Change
-8
Holders Change %
-2.94%
% of All Funds
4.23%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
30
Increased
86
Reduced
94
Closed
37
Calls
$144K
Puts
$92K
Net Calls
+$52K
Net Calls Change
-$260K

Top Buyers

1
NI
1
Nuance Investments
Missouri
$48.1M
2
State Street
2
State Street
Massachusetts
$147M
3
Victory Capital Management
3
Victory Capital Management
Texas
$119M
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$3.86M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$106M

Top Sellers

1
CCM
1
Channing Capital Management
Illinois
$0
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$52.8M
3
CIP
3
Champlain Investment Partners
Vermont
$45.6M
4
New York State Common Retirement Fund
4
New York State Common Retirement Fund
New York
$9.79M
5
Morgan Stanley
5
Morgan Stanley
New York
$53.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$418K 6,375 +95 +2%
BAG
152
Briggs Advisory Group
Rhode Island
$417K 6,358 – –
Man Group
153
Man Group
United Kingdom
– – -4,841 Closed
RJFSA
154
Raymond James Financial Services Advisors
Florida
$399K 6,086 +32 +0.5%
Amundi
155
Amundi
France
$399K 6,259 +6,259 New
Public Employees Retirement Association of Colorado
156
Public Employees Retirement Association of Colorado
Colorado
$396K 6,037 – –
WPC
157
White Pine Capital
Minnesota
$389K 5,923 -69 -1%
PAMS
158
Pictet Asset Management (Switzerland)
Switzerland
$380K 5,796 – –
NPA
159
Nichols & Pratt Advisers
Massachusetts
$377K 5,750 – –
GAM
160
Gotham Asset Management
New York
$372K 5,662 +5,662 New
BCI
161
Brinker Capital Investments
Pennsylvania
$367K 5,600 -686 -11%
OPS
162
Orion Portfolio Solutions
Nebraska
$367K 5,600 +5,600 New
PFO
163
Pathstone Family Office
New Jersey
$361K 5,395 -8,015 -60%
LPL Financial
164
LPL Financial
California
$359K 5,469 +1,605 +42%
CB
165
Commerce Bank
Missouri
$355K 5,411 -60 -1%
VanEck Associates
166
VanEck Associates
New York
$354K 5,398 +3,990 +283%
TH
167
TCTC Holdings
Texas
$348K 5,297 – –
BFS
168
Bard Financial Services
Connecticut
$341K 5,190 – –
AIM
169
Aigen Investment Management
New York
$338K 5,158 +5,158 New
NSEDCP
170
NJ State Employees Deferred Compensation Plan
New Jersey
$328K 5,000 – –
TI
171
Tidal Investments
Wisconsin
$322K 4,907 +4,907 New
CCM
172
Cox Capital Management
Massachusetts
$307K 4,684 -600 -11%
State Board of Administration of Florida Retirement System
173
State Board of Administration of Florida Retirement System
Florida
$297K 4,529 -4,330 -49%
PA
174
Profund Advisors
Maryland
$288K 4,383 +1,155 +36%
Janney Montgomery Scott
175
Janney Montgomery Scott
Pennsylvania
$287K 4,378 – –
5 6
7
8 9