We are live on ! Find out more
INDB icon

Independent Bank

273 hedge funds and large institutions have $3.05B invested in Independent Bank in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 79 increasing their positions, 87 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

612% more call options, than puts

Call options by funds: $363K | Put options by funds: $51K

131% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 16

9% more capital invested

Capital invested by funds: $2.8B → $3.05B (+$243M)

6% more funds holding

Funds holding: 258273 (+15)

0.44% more ownership

Funds ownership: 82.05%82.49% (+0.44%)

9% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 87

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
273
Holders Change
+15
Holders Change %
+5.81%
% of All Funds
4.39%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
37
Increased
79
Reduced
87
Closed
16
Calls
$363K
Puts
$51K
Net Calls
+$312K
Net Calls Change
+$752K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$569M -$2.12M -25,009 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$479M +$20.1M +236,586 +4%
State Street
3
State Street
Massachusetts
$170M -$10.1M -119,655 -6%
Victory Capital Management
4
Victory Capital Management
Texas
$145M +$69K +814 +0%
SAM
5
Silvercrest Asset Management
New York
$123M -$3.49M -41,184 -3%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$113M -$21.9M -258,190 -16%
CIP
7
Champlain Investment Partners
Vermont
$100M -$3.01M -35,520 -3%
Morgan Stanley
8
Morgan Stanley
New York
$81.2M +$58.3M +688,062 +251%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$73.7M +$1.88M +22,220 +3%
Macquarie Group
10
Macquarie Group
Australia
$67.2M +$1.74M +20,507 +3%
CCM
11
Channing Capital Management
Illinois
$63M -$14.2M -167,388 -18%
Northern Trust
12
Northern Trust
Illinois
$57.9M +$610K +7,195 +1%
RT
13
Rockland Trust
Massachusetts
$54.4M -$1.43M -16,879 -3%
Goldman Sachs
14
Goldman Sachs
New York
$52.7M -$1.49M -17,599 -3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$45.8M -$3.34M -39,437 -7%
Norges Bank
16
Norges Bank
Norway
$39.1M +$1.45M +17,048 +4%
PCM
17
Palisade Capital Management
New Jersey
$39M -$599K -7,068 -2%
NI
18
Nuance Investments
Missouri
$38.5M +$22.9M +269,873 +145%
Ameriprise
19
Ameriprise
Minnesota
$35.5M -$549K -6,473 -2%
Charles Schwab
20
Charles Schwab
California
$34.2M +$759K +8,954 +2%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.3M -$917K -10,818 -3%
BTW
22
Boston Trust Walden
Massachusetts
$31.7M -$141K -1,660 -0.4%
GKIM
23
GW&K Investment Management
Massachusetts
$30.6M -$452K -5,329 -1%
Principal Financial Group
24
Principal Financial Group
Iowa
$28M -$340K -4,013 -1%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$27.4M -$3.19M -37,587 -10%

INDB Hedge Fund Activity: Q4 2022 in Review

273 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Independent Bank (INDB) for Q4 2022, worth a combined $3.05B — up 8.7% from $2.8B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new INDB positions and 16 closed out — a net gain of 21 holders — while 79 added to existing stakes and 87 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $58.3M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $21.9M.

  • 273 institutional investors held Independent Bank (INDB) as of Q4 2022, up from 258 in Q3 2022.
  • Funds reported $3.05B of Independent Bank stock for Q4 2022, up 8.7% quarter-over-quarter.
  • 37 funds opened new Independent Bank positions in Q4 2022 and 16 closed out, a net change of +21 holders.
  • The largest Independent Bank buyer in Q4 2022 was Morgan Stanley, an estimated $58.3M added.
  • The largest Independent Bank seller in Q4 2022 was T. Rowe Price Investment Management, an estimated $21.9M sold.

Based on aggregated 13F filings for Q4 2022.