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Independent Bank

199 hedge funds and large institutions have $1.84B invested in Independent Bank in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 76 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

5% more funds holding

Funds holding: 190199 (+9)

0.7% less ownership

Funds ownership: 84.04%83.33% (-0.7%)

1% less capital invested

Capital invested by funds: $1.86B → $1.84B (-$16.3M)

28% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 76

45% less call options, than puts

Call options by funds: $268K | Put options by funds: $483K

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
199
Holders Change
+9
Holders Change %
+4.74%
% of All Funds
4.08%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
23
Increased
55
Reduced
76
Closed
13
Calls
$268K
Puts
$483K
Net Calls
-$215K
Net Calls Change
-$441K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$319M -$12.5M -185,883 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$231M -$15.5M -230,134 -6%
SAM
3
Silvercrest Asset Management
New York
$108M +$3.62M +53,872 +3%
Victory Capital Management
4
Victory Capital Management
Texas
$105M -$89.7M -1,333,954 -46%
State Street
5
State Street
Massachusetts
$89.4M +$6.49M +96,552 +8%
CIP
6
Champlain Investment Partners
Vermont
$82.1M -$2.07M -30,847 -2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$72.3M -$4.09M -60,857 -5%
Goldman Sachs
8
Goldman Sachs
New York
$68.7M -$1.51M -22,425 -2%
Northern Trust
9
Northern Trust
Illinois
$54.5M -$1.37M -20,313 -2%
Macquarie Group
10
Macquarie Group
Australia
$51.2M +$3.64M +54,168 +8%
RT
11
Rockland Trust
Massachusetts
$46.8M -$102K -1,518 -0.2%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$44.4M -$18.3M -272,896 -29%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$42.3M +$28.6M +424,978 +207%
CCM
14
Channing Capital Management
Illinois
$34.4M +$1.78M +26,493 +5%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$33.2M -$628K -9,339 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$32.9M -$2.09M -31,050 -6%
Ameriprise
17
Ameriprise
Minnesota
$30.1M -$4.61M -68,618 -13%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$29.5M +$10.6M +157,783 +56%
Norges Bank
19
Norges Bank
Norway
$23.6M +$2.67M +39,699 +13%
Principal Financial Group
20
Principal Financial Group
Iowa
$16.8M -$735K -10,935 -4%
Charles Schwab
21
Charles Schwab
California
$16.8M -$98.8K -1,470 -0.6%
PCM
22
Palisade Capital Management
New Jersey
$13.4M +$13.5M +200,079 New
Invesco
23
Invesco
Georgia
$13.1M -$4.31M -64,167 -25%
BCIM
24
British Columbia Investment Management
British Columbia, Canada
$11.9M +$4.39M +65,270 +58%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11M -$17.4M -259,412 -60%

INDB Hedge Fund Activity: Q2 2020 in Review

199 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Independent Bank (INDB) for Q2 2020, worth a combined $1.84B — down 0.88% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new INDB positions and 13 closed out — a net gain of 10 holders — while 55 added to existing stakes and 76 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $28.6M. The largest seller was Victory Capital Management, cutting an estimated $89.7M.

  • 199 institutional investors held Independent Bank (INDB) as of Q2 2020, up from 190 in Q1 2020.
  • Funds reported $1.84B of Independent Bank stock for Q2 2020, down 0.88% quarter-over-quarter.
  • 23 funds opened new Independent Bank positions in Q2 2020 and 13 closed out, a net change of +10 holders.
  • The largest Independent Bank buyer in Q2 2020 was Fidelity Investments, an estimated $28.6M added.
  • The largest Independent Bank seller in Q2 2020 was Victory Capital Management, an estimated $89.7M sold.

Based on aggregated 13F filings for Q2 2020.