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Independent Bank

209 hedge funds and large institutions have $2.16B invested in Independent Bank in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 74 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

30% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 57

4.98% more ownership

Funds ownership: 81.47%86.45% (+5%)

4% more funds holding

Funds holding: 201209 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less capital invested

Capital invested by funds: $2.26B → $2.16B (-$107M)

Holders
209
Holders Change
+8
Holders Change %
+3.98%
% of All Funds
3.64%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
74
Reduced
57
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PHK
176
Point72 Hong Kong
Hong Kong
$63K -$10.6K -132 -14%
Ohio Public Employees Retirement System (OPERS)
177
Ohio Public Employees Retirement System (OPERS)
Ohio
$55K +$8.28K +103 +17%
HIA
178
Harbor Investment Advisory
Maryland
$52K
Toronto Dominion Bank
179
Toronto Dominion Bank
Ontario, Canada
$47K +$20.7K +258 +71%
CH
180
Canton Hathaway
Rhode Island
$32K
VCM
181
Versant Capital Management
Arizona
$27K
PSB
182
Piscataqua Savings Bank
New Hampshire
$26K
VNA
183
Valley National Advisers
Pennsylvania
$17K
DAM
184
Delta Asset Management
Tennessee
$15K +$16.1K +200 New
PAM
185
Panagora Asset Management
Massachusetts
$14K -$525K -6,535 -97%
ST
186
Sageworth Trust
Pennsylvania
$12K +$12.9K +160 New
HNB
187
Huntington National Bank
Ohio
$12K +$13K +162 New
GAM
188
Gemmer Asset Management
California
$11K
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$10K
TPCW
190
TD Private Client Wealth
New York
$8.68K
SWA
191
SOA Wealth Advisors
New York
$8K
TF
192
TimeScale Financial
Massachusetts
$8K
WT
193
Washington Trust
Rhode Island
$8K
PFBT
194
Parkside Financial Bank & Trust
Missouri
$8K +$643 +8 +8%
SPIA
195
Steward Partners Investment Advisory
New York
$7K
ST
196
Smithfield Trust
Pennsylvania
$6K
TWA
197
TCI Wealth Advisors
Arizona
$6K +$1.37K +17 +25%
TFO
198
Tarbox Family Office
California
$5K -$80 -1 -2%
Rockefeller Capital Management
199
Rockefeller Capital Management
New York
$5K
APA
200
American Portfolios Advisors
New York
$4.61K

INDB Hedge Fund Activity: Q2 2021 in Review

209 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Independent Bank (INDB) for Q2 2021, worth a combined $2.16B — down 4.7% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new INDB positions and 19 closed out — a net gain of 8 holders — while 74 added to existing stakes and 57 trimmed.

The largest buyer was American Century Companies, opening a new position worth an estimated $34M. The largest seller was Channing Capital Management, exiting entirely with an estimated $23.2M sold.

  • 209 institutional investors held Independent Bank (INDB) as of Q2 2021, up from 201 in Q1 2021.
  • Funds reported $2.16B of Independent Bank stock for Q2 2021, down 4.7% quarter-over-quarter.
  • 27 funds opened new Independent Bank positions in Q2 2021 and 19 closed out, a net change of +8 holders.
  • The largest Independent Bank buyer in Q2 2021 was American Century Companies, an estimated $34M added.
  • The largest Independent Bank seller in Q2 2021 was Channing Capital Management, an estimated $23.2M sold.

Based on aggregated 13F filings for Q2 2021.