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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
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$316K +$249K +2,992 +343%
UB
177
UMB Bank
Missouri
$314K +$320K +3,849 New
Canada Pension Plan Investment Board
178
Canada Pension Plan Investment Board
Ontario, Canada
$314K +$320K +3,850 New
Balyasny Asset Management
179
Balyasny Asset Management
Illinois
$300K +$306K +3,683 New
AIP
180
Ameritas Investment Partners
Nebraska
$293K +$83.7K +1,008 +39%
MC
181
Middleton & Co
Massachusetts
$287K +$498 +6 +0.2%
NC
182
NinePointTwo Capital
California
$284K +$290K +3,488 New
HC
183
Henshaw Capital
Massachusetts
$280K – – –
Cambridge Investment Research Advisors
184
Cambridge Investment Research Advisors
Iowa
$279K +$284K +3,421 New
BG
185
Bollard Group
Massachusetts
$278K +$581 +7 +0.2%
LPL Financial
186
LPL Financial
California
$259K +$264K +3,176 New
IWC
187
Integrated Wealth Concepts
Massachusetts
$253K -$166K -2,000 -39%
SCM
188
Shelton Capital Management
Colorado
$246K +$251K +3,019 New
PAMS
189
Pictet Asset Management (Switzerland)
Switzerland
$242K +$247K +2,971 New
DTL
190
Dynamic Technology Lab
Singapore
$234K +$238K +2,870 New
JG
191
Jefferies Group
New York
$234K +$238K +2,864 New
NPA
192
Nichols & Pratt Advisers
Massachusetts
$224K -$141K -1,700 -38%
HA
193
Harbor Advisors
Florida
$224K +$228K +2,750 New
BWM
194
Baystate Wealth Management
Massachusetts
$220K +$102K +1,230 +84%
GC
195
Guggenheim Capital
Illinois
$215K +$219K +2,640 New
SO
196
STRS Ohio
Ohio
$211K +$216K +2,600 New
HPC
197
HM Payson & Co
Maine
$204K – – –
Mackenzie Financial
198
Mackenzie Financial
Ontario, Canada
$202K +$206K +2,476 New
BFIM
199
Beese Fulmer Investment Management
Ohio
$200K +$204K +2,454 New
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$198K +$196K +2,359 +3,232%
6 7
8
9 10

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.