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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
QCG
201
Quadrant Capital Group
Ohio
$4K +$322 +4 +9%
OSAM
202
O'Shaughnessy Asset Management
Connecticut
$4K +$4.66K +58 New
MCM
203
Manchester Capital Management
Vermont
$2K
SL
204
Savior LLC
Massachusetts
$2K
BBL
205
Beck Bode LLC
Massachusetts
$2K +$1.85K +23 New
AIG
206
American International Group
New York
$1.62K -$39.9K -496 -2%
CWP
207
Concord Wealth Partners
Virginia
$1K -$12.1K -150 -91%
FPS
208
Fieldpoint Private Securities
Connecticut
$1K
Nisa Investment Advisors
209
Nisa Investment Advisors
Missouri
$810
CCM
210
Channing Capital Management
Illinois
-$23.2M -276,137 Closed
Janus Henderson Group
211
Janus Henderson Group
United Kingdom
-$13.3M -157,625 Closed
PP
212
Prudential plc
United Kingdom
-$8.73M -103,650 Closed
California Public Employees Retirement System
213
California Public Employees Retirement System
California
-$5.66M -67,191 Closed
SFP
214
Shepherd Financial Partners
Massachusetts
-$2.1M -25,008 Closed
DTL
215
Dynamic Technology Lab
Singapore
-$1.62M -19,278 Closed
ACA
216
Aptus Capital Advisors
Alabama
-$1.45M -17,223 Closed
HF
217
HRT Financial
New York
-$917K -10,896 Closed
Balyasny Asset Management
218
Balyasny Asset Management
Illinois
-$604K -7,178 Closed
Qube Research & Technologies (QRT)
219
Qube Research & Technologies (QRT)
United Kingdom
-$520K -6,171 Closed
PP
220
Paloma Partners
Connecticut
-$519K -6,156 Closed
KTA
221
Keeley-Teton Advisors
Illinois
-$477K -5,667 Closed
EGM
222
Engineers Gate Manager
New York
-$262K -3,117 Closed
TI
223
Trexquant Investment
Connecticut
-$235K -2,795 Closed
IB
224
Intrust Bank
Kansas
-$222K -2,635 Closed
PAMU
225
Pictet Asset Management (UK)
United Kingdom
-$210K -2,500 Closed

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.