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Independent Bank

209 hedge funds and large institutions have $2.16B invested in Independent Bank in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 74 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

30% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 57

4.98% more ownership

Funds ownership: 81.47%86.45% (+5%)

4% more funds holding

Funds holding: 201209 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less capital invested

Capital invested by funds: $2.26B → $2.16B (-$107M)

Holders
209
Holders Change
+8
Holders Change %
+3.98%
% of All Funds
3.64%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
74
Reduced
57
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$368M -$1.08M -13,444 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$272M -$3.24M -40,304 -1%
State Street
3
State Street
Massachusetts
$137M +$25.9M +322,124 +22%
Victory Capital Management
4
Victory Capital Management
Texas
$135M +$32.4M +403,153 +29%
SAM
5
Silvercrest Asset Management
New York
$115M -$323K -4,019 -0.3%
CIP
6
Champlain Investment Partners
Vermont
$115M +$17.9M +223,220 +17%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$76.7M -$2.24M -27,906 -3%
Macquarie Group
8
Macquarie Group
Australia
$56M +$1.08M +13,444 +2%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$53.3M +$1.12M +13,990 +2%
Goldman Sachs
10
Goldman Sachs
New York
$51.9M -$15.2M -189,008 -22%
RT
11
Rockland Trust
Massachusetts
$48.4M -$58.5K -728 -0.1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$43.2M +$1.78M +22,108 +4%
Northern Trust
13
Northern Trust
Illinois
$42.6M -$93.8K -1,167 -0.2%
EVM
14
Eaton Vance Management
Massachusetts
$38.9M +$5.1M +63,387 +14%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$35.5M -$1.4M -17,403 -4%
American Century Companies
16
American Century Companies
Missouri
$32M +$34M +423,274 New
Ameriprise
17
Ameriprise
Minnesota
$29.6M -$274K -3,408 -0.9%
PCM
18
Palisade Capital Management
New Jersey
$27.3M +$8.27M +102,874 +40%
BTW
19
Boston Trust Walden
Massachusetts
$26.2M +$7.74M +96,268 +38%
Norges Bank
20
Norges Bank
Norway
$22.2M -$4.08M -50,736 -15%
Charles Schwab
21
Charles Schwab
California
$20M +$697K +8,670 +3%
Principal Financial Group
22
Principal Financial Group
Iowa
$17.5M +$143K +1,777 +0.8%
BNP Paribas Asset Management
23
BNP Paribas Asset Management
France
$17.5M +$18.7M +232,243 New
Fidelity Investments
24
Fidelity Investments
Massachusetts
$16.3M +$3.46M +43,057 +25%
Millennium Management
25
Millennium Management
New York
$15.8M +$16.8M +209,206 New

INDB Hedge Fund Activity: Q2 2021 in Review

209 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Independent Bank (INDB) for Q2 2021, worth a combined $2.16B — down 4.7% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new INDB positions and 19 closed out — a net gain of 8 holders — while 74 added to existing stakes and 57 trimmed.

The largest buyer was American Century Companies, opening a new position worth an estimated $34M. The largest seller was Channing Capital Management, exiting entirely with an estimated $23.2M sold.

  • 209 institutional investors held Independent Bank (INDB) as of Q2 2021, up from 201 in Q1 2021.
  • Funds reported $2.16B of Independent Bank stock for Q2 2021, down 4.7% quarter-over-quarter.
  • 27 funds opened new Independent Bank positions in Q2 2021 and 19 closed out, a net change of +8 holders.
  • The largest Independent Bank buyer in Q2 2021 was American Century Companies, an estimated $34M added.
  • The largest Independent Bank seller in Q2 2021 was Channing Capital Management, an estimated $23.2M sold.

Based on aggregated 13F filings for Q2 2021.