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Independent Bank

255 hedge funds and large institutions have $1.77B invested in Independent Bank in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 90 increasing their positions, 79 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 27

14% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 79

11% more capital invested

Capital invested by funds: $1.6B → $1.77B (+$173M)

2% more funds holding

Funds holding: 249255 (+6)

0.4% more ownership

Funds ownership: 81.44%81.84% (+0.4%)

77% less call options, than puts

Call options by funds: $29K | Put options by funds: $128K

Holders
255
Holders Change
+6
Holders Change %
+2.41%
% of All Funds
4.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
90
Reduced
79
Closed
27
Calls
$29K
Puts
$128K
Net Calls
-$99K
Net Calls Change
-$24K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$314M -$5.84M -109,854 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$255M -$7.53M -141,450 -3%
State Street
3
State Street
Massachusetts
$102M -$11.1M -209,456 -9%
Victory Capital Management
4
Victory Capital Management
Texas
$93.6M +$1.34M +25,094 +1%
NI
5
Nuance Investments
Missouri
$81.5M +$39.5M +741,609 +81%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$78M -$44.8K -842 -0.1%
SAM
7
Silvercrest Asset Management
New York
$77.6M +$7.28M +136,840 +9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$46.2M +$1.61M +30,232 +3%
Macquarie Group
9
Macquarie Group
Australia
$42.2M +$1.84M +34,668 +4%
CIP
10
Champlain Investment Partners
Vermont
$33.5M +$217K +4,080 +0.6%
Northern Trust
11
Northern Trust
Illinois
$33.3M +$179K +3,359 +0.5%
RT
12
Rockland Trust
Massachusetts
$32.1M -$902K -16,960 -3%
Morgan Stanley
13
Morgan Stanley
New York
$27.4M +$3.09M +58,164 +12%
Ameriprise
14
Ameriprise
Minnesota
$25.8M +$5.56M +104,448 +25%
PCM
15
Palisade Capital Management
New Jersey
$24.4M +$288K +5,406 +1%
Norges Bank
16
Norges Bank
Norway
$23.9M -$1.69M -31,704 -6%
Goldman Sachs
17
Goldman Sachs
New York
$23.7M -$5.58M -104,935 -18%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$23.5M -$482K -9,067 -2%
Charles Schwab
19
Charles Schwab
California
$21.6M +$1.31M +24,561 +6%
GKIM
20
GW&K Investment Management
Massachusetts
$20.8M +$3.63M +68,241 +19%
BTW
21
Boston Trust Walden
Massachusetts
$20.8M +$1.39M +26,204 +7%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.8M -$394K -7,409 -2%
ClearBridge Investments
23
ClearBridge Investments
New York
$14.8M +$16.1M +301,988 New
Principal Financial Group
24
Principal Financial Group
Iowa
$14.2M -$759K -14,270 -5%
LI
25
Leeward Investments
Massachusetts
$12.8M +$2.28M +42,892 +20%

INDB Hedge Fund Activity: Q3 2023 in Review

255 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Independent Bank (INDB) for Q3 2023, worth a combined $1.77B — up 11% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new INDB positions and 27 closed out — a net gain of 10 holders — while 90 added to existing stakes and 79 trimmed.

The largest buyer was Nuance Investments, adding an estimated $39.5M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $31.9M.

  • 255 institutional investors held Independent Bank (INDB) as of Q3 2023, up from 249 in Q2 2023.
  • Funds reported $1.77B of Independent Bank stock for Q3 2023, up 11% quarter-over-quarter.
  • 37 funds opened new Independent Bank positions in Q3 2023 and 27 closed out, a net change of +10 holders.
  • The largest Independent Bank buyer in Q3 2023 was Nuance Investments, an estimated $39.5M added.
  • The largest Independent Bank seller in Q3 2023 was T. Rowe Price Investment Management, an estimated $31.9M sold.

Based on aggregated 13F filings for Q3 2023.