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Independent Bank

201 hedge funds and large institutions have $2.26B invested in Independent Bank in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

13% more capital invested

Capital invested by funds: $1.99B → $2.26B (+$269M)

4% more funds holding

Funds holding: 194201 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more call options, than puts

Call options by funds: $421K | Put options by funds: $421K

1.35% less ownership

Funds ownership: 82.82%81.47% (-1.3%)

18% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 71

Holders
201
Holders Change
+7
Holders Change %
+3.61%
% of All Funds
3.53%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
58
Reduced
71
Closed
15
Calls
$421K
Puts
$421K
Net Calls
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$411M +$1.85M +22,188 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$307M +$26.2M +313,695 +9%
SAM
3
Silvercrest Asset Management
New York
$129M -$13.1M -156,289 -9%
State Street
4
State Street
Massachusetts
$125M +$16.6M +198,597 +16%
Victory Capital Management
5
Victory Capital Management
Texas
$116M +$1.9M +22,737 +2%
CIP
6
Champlain Investment Partners
Vermont
$109M +$1.99M +23,805 +2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$87.8M -$2.05M -24,489 -2%
Goldman Sachs
8
Goldman Sachs
New York
$73.8M -$414K -4,951 -0.6%
Macquarie Group
9
Macquarie Group
Australia
$61.3M -$3.96M -47,418 -6%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$58.3M -$160K -1,915 -0.3%
RT
11
Rockland Trust
Massachusetts
$54M -$1.18M -14,173 -2%
Northern Trust
12
Northern Trust
Illinois
$47.6M -$17.2M -205,855 -27%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$46.4M +$3.44M +41,195 +8%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$41M -$2.49M -29,793 -6%
EVM
15
Eaton Vance Management
Massachusetts
$38.1M +$3.37M +40,280 +10%
Ameriprise
16
Ameriprise
Minnesota
$33.3M -$378K -4,528 -1%
Norges Bank
17
Norges Bank
Norway
$29M -$1.89M -22,675 -6%
CCM
18
Channing Capital Management
Illinois
$23.2M -$25.3M -303,369 -52%
PCM
19
Palisade Capital Management
New Jersey
$21.8M -$1.61M -19,221 -7%
Charles Schwab
20
Charles Schwab
California
$21.6M +$650K +7,779 +3%
BTW
21
Boston Trust Walden
Massachusetts
$21.1M -$204K -2,439 -1%
Principal Financial Group
22
Principal Financial Group
Iowa
$19.4M +$314K +3,759 +2%
JP Morgan Chase
23
JP Morgan Chase
New York
$16.3M +$2.43M +29,086 +18%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$14.6M -$261K -3,123 -2%
Morgan Stanley
25
Morgan Stanley
New York
$14.4M +$3.91M +46,772 +38%

INDB Hedge Fund Activity: Q1 2021 in Review

201 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Independent Bank (INDB) for Q1 2021, worth a combined $2.26B — up 13% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new INDB positions and 15 closed out — a net gain of 9 holders — while 58 added to existing stakes and 71 trimmed.

The largest buyer was Vanguard Group, adding an estimated $26.2M. The largest seller was Channing Capital Management, cutting an estimated $25.3M.

  • 201 institutional investors held Independent Bank (INDB) as of Q1 2021, up from 194 in Q4 2020.
  • Funds reported $2.26B of Independent Bank stock for Q1 2021, up 13% quarter-over-quarter.
  • 24 funds opened new Independent Bank positions in Q1 2021 and 15 closed out, a net change of +9 holders.
  • The largest Independent Bank buyer in Q1 2021 was Vanguard Group, an estimated $26.2M added.
  • The largest Independent Bank seller in Q1 2021 was Channing Capital Management, an estimated $25.3M sold.

Based on aggregated 13F filings for Q1 2021.