We are live on ! Find out more
INDB icon

Independent Bank

206 hedge funds and large institutions have $2.29B invested in Independent Bank in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 68 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more call options, than puts

Call options by funds: $434K | Put options by funds: $76K

6% more capital invested

Capital invested by funds: $2.16B → $2.29B (+$132M)

4.45% more ownership

Funds ownership: 86.45%90.9% (+4.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 68

1% less funds holding

Funds holding: 209206 (-3)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

Holders
206
Holders Change
-3
Holders Change %
-1.44%
% of All Funds
3.61%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
68
Reduced
68
Closed
18
Calls
$434K
Puts
$76K
Net Calls
+$358K
Net Calls Change
+$358K
Name Holding Trade Value Shares
Change
Change in
Stake
PHK
176
Point72 Hong Kong
Hong Kong
$47K -$16.3K -222 -27%
AF
177
Allworth Financial
California
$42K +$40.3K +550 New
CH
178
Canton Hathaway
Rhode Island
$32K
VCM
179
Versant Capital Management
Arizona
$28K +$733 +10 +3%
PSB
180
Piscataqua Savings Bank
New Hampshire
$26K
VNA
181
Valley National Advisers
Pennsylvania
$18K
DAM
182
Delta Asset Management
Tennessee
$15K
ST
183
Sageworth Trust
Pennsylvania
$12K
GAM
184
Gemmer Asset Management
California
$11K
TPCW
185
TD Private Client Wealth
New York
$8.76K
PFBT
186
Parkside Financial Bank & Trust
Missouri
$8K
TF
187
TimeScale Financial
Massachusetts
$8K
WT
188
Washington Trust
Rhode Island
$8K
SWA
189
SOA Wealth Advisors
New York
$8K +$73 +1 +0.9%
ST
190
Smithfield Trust
Pennsylvania
$7K
SPIA
191
Steward Partners Investment Advisory
New York
$6K -$1.32K -18 -19%
SIC
192
Salem Investment Counselors
North Carolina
$6K +$5.5K +75 New
Rockefeller Capital Management
193
Rockefeller Capital Management
New York
$5K
TFO
194
Tarbox Family Office
California
$5K
APA
195
American Portfolios Advisors
New York
$4.64K
QCG
196
Quadrant Capital Group
Ohio
$4K +$293 +4 +9%
TWA
197
TCI Wealth Advisors
Arizona
$3K -$3.59K -49 -58%
GWSG
198
GPS Wealth Strategies Group
Colorado
$3K +$3.22K +44 New
Fifth Third Bancorp
199
Fifth Third Bancorp
Ohio
$2K -$7.62K -104 -81%
MCM
200
Manchester Capital Management
Vermont
$2K +$586 +8 +36%

INDB Hedge Fund Activity: Q3 2021 in Review

206 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Independent Bank (INDB) for Q3 2021, worth a combined $2.29B — up 6.1% from $2.16B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of INDB and 16 opened new positions — a net loss of 2 holders — while 68 trimmed existing stakes and 68 added.

The largest buyer was Channing Capital Management, opening a new position worth an estimated $46.5M. The largest seller was ClariVest Asset Management, exiting entirely with an estimated $5.45M sold.

  • 206 institutional investors held Independent Bank (INDB) as of Q3 2021, down from 209 in Q2 2021.
  • Funds reported $2.29B of Independent Bank stock for Q3 2021, up 6.1% quarter-over-quarter.
  • 16 funds opened new Independent Bank positions in Q3 2021 and 18 closed out, a net change of -2 holders.
  • The largest Independent Bank buyer in Q3 2021 was Channing Capital Management, an estimated $46.5M added.
  • The largest Independent Bank seller in Q3 2021 was ClariVest Asset Management, an estimated $5.45M sold.

Based on aggregated 13F filings for Q3 2021.