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Independent Bank

206 hedge funds and large institutions have $2.29B invested in Independent Bank in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 68 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more call options, than puts

Call options by funds: $434K | Put options by funds: $76K

6% more capital invested

Capital invested by funds: $2.16B → $2.29B (+$132M)

4.45% more ownership

Funds ownership: 86.45%90.9% (+4.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 68

1% less funds holding

Funds holding: 209206 (-3)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

Holders
206
Holders Change
-3
Holders Change %
-1.44%
% of All Funds
3.61%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
68
Reduced
68
Closed
18
Calls
$434K
Puts
$76K
Net Calls
+$358K
Net Calls Change
+$358K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$371M +$75.3K +1,028 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$275M +$539K +7,358 +0.2%
Victory Capital Management
3
Victory Capital Management
Texas
$143M +$6.59M +89,966 +5%
State Street
4
State Street
Massachusetts
$139M +$639K +8,719 +0.5%
SAM
5
Silvercrest Asset Management
New York
$124M +$8M +109,187 +7%
CIP
6
Champlain Investment Partners
Vermont
$117M +$1.6M +21,840 +1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$77.3M +$3.22K +44 +0%
Macquarie Group
8
Macquarie Group
Australia
$57M +$534K +7,293 +1%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$53.5M -$230K -3,142 -0.4%
Goldman Sachs
10
Goldman Sachs
New York
$53.2M +$796K +10,865 +2%
RT
11
Rockland Trust
Massachusetts
$48.9M +$64.3K +877 +0.1%
CCM
12
Channing Capital Management
Illinois
$48.3M +$46.5M +634,906 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$44.5M +$885K +12,085 +2%
Northern Trust
14
Northern Trust
Illinois
$42M -$886K -12,095 -2%
EVM
15
Eaton Vance Management
Massachusetts
$41.4M +$2.09M +28,509 +6%
American Century Companies
16
American Century Companies
Missouri
$41.4M +$8.8M +120,096 +28%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$38.9M +$2.99M +40,781 +9%
PCM
18
Palisade Capital Management
New Jersey
$36M +$8.16M +111,350 +31%
Ameriprise
19
Ameriprise
Minnesota
$28.9M -$912K -12,451 -3%
BTW
20
Boston Trust Walden
Massachusetts
$27M +$504K +6,876 +2%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$23.7M +$16M +218,536 +235%
Charles Schwab
22
Charles Schwab
California
$20.8M +$581K +7,928 +3%
BNP Paribas Asset Management
23
BNP Paribas Asset Management
France
$19.1M +$1.39M +18,947 +8%
Morgan Stanley
24
Morgan Stanley
New York
$18.4M +$7.23M +98,711 +69%
Norges Bank
25
Norges Bank
Norway
$17.9M -$4.33M -59,100 -20%

INDB Hedge Fund Activity: Q3 2021 in Review

206 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Independent Bank (INDB) for Q3 2021, worth a combined $2.29B — up 6.1% from $2.16B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of INDB and 16 opened new positions — a net loss of 2 holders — while 68 trimmed existing stakes and 68 added.

The largest buyer was Channing Capital Management, opening a new position worth an estimated $46.5M. The largest seller was ClariVest Asset Management, exiting entirely with an estimated $5.45M sold.

  • 206 institutional investors held Independent Bank (INDB) as of Q3 2021, down from 209 in Q2 2021.
  • Funds reported $2.29B of Independent Bank stock for Q3 2021, up 6.1% quarter-over-quarter.
  • 16 funds opened new Independent Bank positions in Q3 2021 and 18 closed out, a net change of -2 holders.
  • The largest Independent Bank buyer in Q3 2021 was Channing Capital Management, an estimated $46.5M added.
  • The largest Independent Bank seller in Q3 2021 was ClariVest Asset Management, an estimated $5.45M sold.

Based on aggregated 13F filings for Q3 2021.