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Independent Bank

214 hedge funds and large institutions have $2.06B invested in Independent Bank in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 39

105% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 20

9% more funds holding

Funds holding: 196214 (+18)

5% more capital invested

Capital invested by funds: $1.97B → $2.06B (+$89.5M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7.78% less ownership

Funds ownership: 87.07%79.3% (-7.8%)

Holders
214
Holders Change
+18
Holders Change %
+9.18%
% of All Funds
4.65%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
41
Increased
94
Reduced
39
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$380M +$35.1M +450,532 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$267M +$31.9M +409,987 +13%
SAM
3
Silvercrest Asset Management
New York
$119M -$668K -8,571 -0.5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$101M +$8.79M +112,824 +9%
State Street
5
State Street
Massachusetts
$98.7M +$20.3M +260,679 +25%
Goldman Sachs
6
Goldman Sachs
New York
$83.5M +$5.47M +70,156 +7%
CIP
7
Champlain Investment Partners
Vermont
$78.9M +$6.15M +78,935 +8%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$67.9M +$2.38M +30,590 +4%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$65.9M +$66M +847,010 +4,551%
Northern Trust
10
Northern Trust
Illinois
$64M +$5.68M +72,946 +9%
Victory Capital Management
11
Victory Capital Management
Texas
$54.2M -$974K -12,500 -2%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$50.9M -$4.37M -56,133 -8%
Ameriprise
13
Ameriprise
Minnesota
$44.4M -$459K -5,887 -1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$41.4M +$4.13M +53,021 +11%
CCM
15
Channing Capital Management
Illinois
$40.3M +$20.9M +268,756 +103%
Macquarie Group
16
Macquarie Group
Australia
$40.3M -$9.28M -119,153 -18%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$34.2M +$1.72M +22,094 +5%
RT
18
Rockland Trust
Massachusetts
$32.6M -$2.62M -33,609 -5%
Norges Bank
19
Norges Bank
Norway
$22.2M +$6.88M +88,284 +43%
Principal Financial Group
20
Principal Financial Group
Iowa
$21.9M +$65K +834 +0.3%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$21.4M
Invesco
22
Invesco
Georgia
$19.9M +$481K +6,176 +2%
Charles Schwab
23
Charles Schwab
California
$16.2M +$1.91M +24,536 +13%
SBH
24
Segall Bryant & Hamill
Illinois
$15.6M +$2.8M +35,949 +21%
PP
25
Prudential plc
United Kingdom
$14.9M -$142K -1,825 -0.9%

INDB Hedge Fund Activity: Q2 2019 in Review

214 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Independent Bank (INDB) for Q2 2019, worth a combined $2.06B — up 4.5% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new INDB positions and 20 closed out — a net gain of 21 holders — while 94 added to existing stakes and 39 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $66M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $38.2M sold.

  • 214 institutional investors held Independent Bank (INDB) as of Q2 2019, up from 196 in Q1 2019.
  • Funds reported $2.06B of Independent Bank stock for Q2 2019, up 4.5% quarter-over-quarter.
  • 41 funds opened new Independent Bank positions in Q2 2019 and 20 closed out, a net change of +21 holders.
  • The largest Independent Bank buyer in Q2 2019 was T. Rowe Price Associates, an estimated $66M added.
  • The largest Independent Bank seller in Q2 2019 was Wasatch Advisors, an estimated $38.2M sold.

Based on aggregated 13F filings for Q2 2019.