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Independent Bank

194 hedge funds and large institutions have $1.99B invested in Independent Bank in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 65 increasing their positions, 62 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

42% more capital invested

Capital invested by funds: $1.41B → $1.99B (+$585M)

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

1.17% more ownership

Funds ownership: 81.64%82.82% (+1.2%)

1% more funds holding

Funds holding: 192194 (+2)

5% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 62

62% less call options, than puts

Call options by funds: $627K | Put options by funds: $1.65M

Holders
194
Holders Change
+2
Holders Change %
+1.04%
% of All Funds
3.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
28
Increased
65
Reduced
62
Closed
25
Calls
$627K
Puts
$1.65M
Net Calls
-$1.02M
Net Calls Change
-$348K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$355M +$7.34M +113,071 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$244M +$4.8M +73,925 +2%
SAM
3
Silvercrest Asset Management
New York
$123M +$4.89M +75,308 +5%
Victory Capital Management
4
Victory Capital Management
Texas
$99.4M +$10.5M +161,705 +13%
State Street
5
State Street
Massachusetts
$94M +$6.88M +105,966 +9%
CIP
6
Champlain Investment Partners
Vermont
$92.7M +$2.08M +31,965 +3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$78M -$921K -14,181 -1%
Goldman Sachs
8
Goldman Sachs
New York
$64.4M -$5.9M -90,828 -9%
Macquarie Group
9
Macquarie Group
Australia
$56.7M +$171K +2,637 +0.3%
Northern Trust
10
Northern Trust
Illinois
$56.3M -$1.03M -15,886 -2%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$50.7M +$7.12M +109,635 +19%
RT
12
Rockland Trust
Massachusetts
$47.9M -$3.84M -59,081 -8%
CCM
13
Channing Capital Management
Illinois
$42.3M +$3.96M +61,052 +12%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$37.8M +$1.85M +28,520 +6%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$37.2M +$2.18M +33,502 +7%
EVM
16
Eaton Vance Management
Massachusetts
$30.1M +$9.81M +151,139 +58%
Ameriprise
17
Ameriprise
Minnesota
$29.2M -$1.32M -20,296 -5%
Norges Bank
18
Norges Bank
Norway
$26.8M +$1.32M +20,376 +6%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$24.3M -$6.39M -98,497 -23%
PCM
20
Palisade Capital Management
New Jersey
$20.3M +$1.4M +21,536 +8%
BTW
21
Boston Trust Walden
Massachusetts
$18.5M +$6.62M +102,039 +67%
Charles Schwab
22
Charles Schwab
California
$18.2M +$226K +3,479 +1%
Principal Financial Group
23
Principal Financial Group
Iowa
$16.6M -$588K -9,055 -4%
Invesco
24
Invesco
Georgia
$14.9M -$786K -12,114 -6%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$13.7M +$1.8M +27,769 +17%

INDB Hedge Fund Activity: Q4 2020 in Review

194 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Independent Bank (INDB) for Q4 2020, worth a combined $1.99B — up 42% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new INDB positions and 25 closed out — a net gain of 3 holders — while 65 added to existing stakes and 62 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $10.5M. The largest seller was Fidelity Investments, cutting an estimated $29.5M.

  • 194 institutional investors held Independent Bank (INDB) as of Q4 2020, up from 192 in Q3 2020.
  • Funds reported $1.99B of Independent Bank stock for Q4 2020, up 42% quarter-over-quarter.
  • 28 funds opened new Independent Bank positions in Q4 2020 and 25 closed out, a net change of +3 holders.
  • The largest Independent Bank buyer in Q4 2020 was Victory Capital Management, an estimated $10.5M added.
  • The largest Independent Bank seller in Q4 2020 was Fidelity Investments, an estimated $29.5M sold.

Based on aggregated 13F filings for Q4 2020.