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Independent Bank

192 hedge funds and large institutions have $1.41B invested in Independent Bank in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 71 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.69% less ownership

Funds ownership: 83.33%81.64% (-1.7%)

4% less funds holding

Funds holding: 199192 (-7)

21% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 29

24% less capital invested

Capital invested by funds: $1.84B → $1.41B (-$433M)

25% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 71

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

93% less call options, than puts

Call options by funds: $52K | Put options by funds: $727K

Holders
192
Holders Change
-7
Holders Change %
-3.52%
% of All Funds
3.87%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
53
Reduced
71
Closed
29
Calls
$52K
Puts
$727K
Net Calls
-$675K
Net Calls Change
-$460K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$249M -$541K -8,704 -0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$171M -$10.9M -174,868 -5%
SAM
3
Silvercrest Asset Management
New York
$84.3M +$208K +3,344 +0.2%
CIP
4
Champlain Investment Partners
Vermont
$64.8M +$906K +14,575 +1%
Victory Capital Management
5
Victory Capital Management
Texas
$62.8M -$22.3M -359,133 -23%
State Street
6
State Street
Massachusetts
$62M -$9.34M -150,268 -11%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$56.7M +$269K +4,334 +0.4%
Goldman Sachs
8
Goldman Sachs
New York
$50.9M -$3.21M -51,655 -5%
Northern Trust
9
Northern Trust
Illinois
$41.2M -$1.6M -25,731 -3%
Macquarie Group
10
Macquarie Group
Australia
$40.5M +$650K +10,452 +1%
RT
11
Rockland Trust
Massachusetts
$37.4M +$1.04M +16,676 +2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$33M -$6.22K -100 -0%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$30.6M -$4.77M -76,732 -12%
CCM
14
Channing Capital Management
Illinois
$27.2M +$343K +5,522 +1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$25.6M -$83.9K -1,350 -0.3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$24.9M -$1.13M -18,210 -4%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$22.6M -$519K -8,340 -2%
Ameriprise
18
Ameriprise
Minnesota
$22M -$1.74M -27,909 -6%
Norges Bank
19
Norges Bank
Norway
$18.2M -$296K -4,761 -1%
EVM
20
Eaton Vance Management
Massachusetts
$13.7M +$7.34M +117,977 +83%
PCM
21
Palisade Capital Management
New Jersey
$13.4M +$3.5M +56,304 +28%
Charles Schwab
22
Charles Schwab
California
$12.9M -$267K -4,302 -2%
Principal Financial Group
23
Principal Financial Group
Iowa
$12.4M -$881K -14,163 -6%
BCIM
24
British Columbia Investment Management
British Columbia, Canada
$11.4M +$2.58M +41,500 +23%
Invesco
25
Invesco
Georgia
$11.4M +$1.36M +21,928 +11%

INDB Hedge Fund Activity: Q3 2020 in Review

192 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Independent Bank (INDB) for Q3 2020, worth a combined $1.41B — down 24% from $1.84B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of INDB and 23 opened new positions — a net loss of 6 holders — while 71 trimmed existing stakes and 53 added.

The largest buyer was Eaton Vance Management, adding an estimated $7.34M. The largest seller was Victory Capital Management, cutting an estimated $22.3M.

  • 192 institutional investors held Independent Bank (INDB) as of Q3 2020, down from 199 in Q2 2020.
  • Funds reported $1.41B of Independent Bank stock for Q3 2020, down 24% quarter-over-quarter.
  • 23 funds opened new Independent Bank positions in Q3 2020 and 29 closed out, a net change of -6 holders.
  • The largest Independent Bank buyer in Q3 2020 was Eaton Vance Management, an estimated $7.34M added.
  • The largest Independent Bank seller in Q3 2020 was Victory Capital Management, an estimated $22.3M sold.

Based on aggregated 13F filings for Q3 2020.