We are live on ! Find out more
INDB icon

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
X
201
Xponance
Pennsylvania
$221K +$222K +2,623 New
HPC
202
HM Payson & Co
Maine
$211K
BFIM
203
Beese Fulmer Investment Management
Ohio
$207K +$208K +2,454 New
TRCT
204
Tower Research Capital (TRC)
New York
$206K -$636K -7,501 -75%
Voloridge Investment Management
205
Voloridge Investment Management
Florida
$201K -$958K -11,300 -83%
API
206
Advisor Partners II
California
$201K +$202K +2,377 New
XT
207
XTX Topco
Cayman Islands
$200K -$71.6K -844 -26%
PMEF
208
Point72 Middle East FZE
United Arab Emirates
$199K +$200K +2,358 New
Fidelity Investments
209
Fidelity Investments
Massachusetts
$175K +$13.9K +164 +9%
First Manhattan
210
First Manhattan
New York
$140K +$933 +11 +0.7%
Dimensional Fund Advisors
211
Dimensional Fund Advisors
Texas
$133K -$2.53M -29,863 -2%
VanEck Associates
212
VanEck Associates
New York
$119K +$9.5K +112 +9%
SWA
213
Sutton Wealth Advisors
Florida
$90K
BWP
214
Baldwin Wealth Partners
Massachusetts
$80.2K +$80.5K +950 New
VIA
215
Virtus Investment Advisers
Connecticut
$71.4K
Rockefeller Capital Management
216
Rockefeller Capital Management
New York
$70K -$143K -1,682 -67%
PI
217
PineBridge Investments
New York
$60.4K
HIA
218
Harbor Investment Advisory
Maryland
$58.1K
AAG
219
Armstrong Advisory Group
Massachusetts
$53.1K +$53.3K +629 New
S
220
SignatureFD
Georgia
$47.8K -$85 -1 -0.2%
AF
221
Allworth Financial
California
$46.4K
SOW
222
State of Wyoming
Wyoming
$45.8K +$14.2K +167 +44%
QCG
223
Quadrant Capital Group
Ohio
$42K +$594 +7 +1%
AssetMark Inc
224
AssetMark Inc
California
$38.2K
CH
225
Canton Hathaway
Rhode Island
$36K

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.