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Independent Bank

273 hedge funds and large institutions have $3.05B invested in Independent Bank in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 79 increasing their positions, 87 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

612% more call options, than puts

Call options by funds: $363K | Put options by funds: $51K

131% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 16

9% more capital invested

Capital invested by funds: $2.8B → $3.05B (+$243M)

6% more funds holding

Funds holding: 258273 (+15)

0.44% more ownership

Funds ownership: 82.05%82.49% (+0.44%)

9% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 87

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
273
Holders Change
+15
Holders Change %
+5.81%
% of All Funds
4.39%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
37
Increased
79
Reduced
87
Closed
16
Calls
$363K
Puts
$51K
Net Calls
+$312K
Net Calls Change
+$752K
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
176
Eukles Asset Management
Ohio
$356K
KBC Group
177
KBC Group
Belgium
$336K
LPL Financial
178
LPL Financial
California
$326K -$65.7K -775 -17%
UB
179
UMB Bank
Missouri
$325K
Cambridge Investment Research Advisors
180
Cambridge Investment Research Advisors
Iowa
$322K +$32.6K +384 +11%
SO
181
STRS Ohio
Ohio
$312K
M&T Bank
182
M&T Bank
New York
$311K +$311K +3,668 New
CGH
183
Crossmark Global Holdings
Texas
$309K -$15.7K -185 -5%
FT
184
Fiduciary Trust
Massachusetts
$300K
CCIA
185
Campbell & Co Investment Adviser
Maryland
$299K +$1.06M +12,481 New
BG
186
Bollard Group
Massachusetts
$290K +$594 +7 +0.2%
HC
187
Henshaw Capital
Massachusetts
$290K
CIBC Asset Management
188
CIBC Asset Management
Ontario, Canada
$277K -$41.5K -490 -13%
AIP
189
Ameritas Investment Partners
Nebraska
$276K
PA
190
Profund Advisors
Maryland
$273K -$28.1K -331 -9%
MC
191
Middleton & Co
Massachusetts
$271K -$25.4K -300 -9%
IWC
192
Integrated Wealth Concepts
Massachusetts
$262K
SCP
193
Shorepoint Capital Partners
Massachusetts
$255K +$256K +3,025 New
IAIM
194
International Assets Investment Management
Florida
$249K +$250K +2,950 New
Mackenzie Financial
195
Mackenzie Financial
Ontario, Canada
$244K -$13K -153 -5%
ORC
196
O'Rourke & Company
Massachusetts
$243K
MLICM
197
Metropolitan Life Insurance Company (MetLife)
New York
$238K +$8.73K +103 +4%
BWM
198
Baystate Wealth Management
Massachusetts
$234K +$1.53K +18 +0.7%
HA
199
Harbor Advisors
Florida
$232K
SCM
200
Shelton Capital Management
Colorado
$227K -$19.8K -234 -8%

INDB Hedge Fund Activity: Q4 2022 in Review

273 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Independent Bank (INDB) for Q4 2022, worth a combined $3.05B — up 8.7% from $2.8B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new INDB positions and 16 closed out — a net gain of 21 holders — while 79 added to existing stakes and 87 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $58.3M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $21.9M.

  • 273 institutional investors held Independent Bank (INDB) as of Q4 2022, up from 258 in Q3 2022.
  • Funds reported $3.05B of Independent Bank stock for Q4 2022, up 8.7% quarter-over-quarter.
  • 37 funds opened new Independent Bank positions in Q4 2022 and 16 closed out, a net change of +21 holders.
  • The largest Independent Bank buyer in Q4 2022 was Morgan Stanley, an estimated $58.3M added.
  • The largest Independent Bank seller in Q4 2022 was T. Rowe Price Investment Management, an estimated $21.9M sold.

Based on aggregated 13F filings for Q4 2022.