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Independent Bank

249 hedge funds and large institutions have $1.6B invested in Independent Bank in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 79 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 79

1.47% more ownership

Funds ownership: 79.97%81.44% (+1.5%)

6% less funds holding

Funds holding: 265249 (-16)

32% less capital invested

Capital invested by funds: $2.36B → $1.6B (-$763M)

34% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 47

68% less call options, than puts

Call options by funds: $36K | Put options by funds: $111K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
249
Holders Change
-16
Holders Change %
-6.04%
% of All Funds
3.91%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
88
Reduced
79
Closed
47
Calls
$36K
Puts
$111K
Net Calls
-$75K
Net Calls Change
-$127K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$289M -$10.8M -208,251 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$238M -$10.6M -204,282 -4%
State Street
3
State Street
Massachusetts
$102M +$2.12M +40,846 +2%
Victory Capital Management
4
Victory Capital Management
Texas
$83.8M +$3.71M +71,462 +4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$70.8M -$1.33M -25,570 -2%
SAM
6
Silvercrest Asset Management
New York
$64.3M +$1.07M +20,666 +1%
NI
7
Nuance Investments
Missouri
$40.9M +$9.69M +186,708 +25%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$40.5M -$177K -3,412 -0.4%
Macquarie Group
9
Macquarie Group
Australia
$36.8M +$551K +10,625 +1%
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$35.8M -$16.1K -310 -0%
CIP
11
Champlain Investment Partners
Vermont
$30.2M -$832K -16,035 -2%
Northern Trust
12
Northern Trust
Illinois
$30M -$58.6K -1,129 -0.2%
RT
13
Rockland Trust
Massachusetts
$29.1M +$1.35M +25,984 +4%
Goldman Sachs
14
Goldman Sachs
New York
$26.2M +$1.84M +35,516 +6%
Norges Bank
15
Norges Bank
Norway
$23.1M +$1.59M +30,641 +6%
Morgan Stanley
16
Morgan Stanley
New York
$22.2M -$16.7M -321,697 -39%
PCM
17
Palisade Capital Management
New Jersey
$21.9M +$1.17M +22,474 +5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$21.7M -$1.17M -22,642 -4%
Ameriprise
19
Ameriprise
Minnesota
$18.8M -$166K -3,194 -0.8%
Charles Schwab
20
Charles Schwab
California
$18.5M +$449K +8,661 +2%
BTW
21
Boston Trust Walden
Massachusetts
$17.7M +$602K +11,603 +3%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.3M +$687K +13,244 +4%
GKIM
23
GW&K Investment Management
Massachusetts
$15.8M -$368K -7,101 -2%
Principal Financial Group
24
Principal Financial Group
Iowa
$13.5M -$1.29M -24,799 -8%
Renaissance Technologies
25
Renaissance Technologies
New York
$10.8M -$1.06M -20,400 -8%

INDB Hedge Fund Activity: Q2 2023 in Review

249 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Independent Bank (INDB) for Q2 2023, worth a combined $1.6B — down 32% from $2.36B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of INDB and 31 opened new positions — a net loss of 16 holders — while 79 trimmed existing stakes and 88 added.

The largest buyer was Nuance Investments, adding an estimated $9.69M. The largest seller was Morgan Stanley, cutting an estimated $16.7M.

  • 249 institutional investors held Independent Bank (INDB) as of Q2 2023, down from 265 in Q1 2023.
  • Funds reported $1.6B of Independent Bank stock for Q2 2023, down 32% quarter-over-quarter.
  • 31 funds opened new Independent Bank positions in Q2 2023 and 47 closed out, a net change of -16 holders.
  • The largest Independent Bank buyer in Q2 2023 was Nuance Investments, an estimated $9.69M added.
  • The largest Independent Bank seller in Q2 2023 was Morgan Stanley, an estimated $16.7M sold.

Based on aggregated 13F filings for Q2 2023.