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Independent Bank

292 hedge funds and large institutions have $2.04B invested in Independent Bank in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 97 increasing their positions, 110 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

16% more capital invested

Capital invested by funds: $1.76B → $2.04B (+$277M)

4% more funds holding

Funds holding: 280292 (+12)

0.68% less ownership

Funds ownership: 81.68%81% (-0.68%)

12% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 110

63% less call options, than puts

Call options by funds: $17K | Put options by funds: $46K

Holders
292
Holders Change
+12
Holders Change %
+4.29%
% of All Funds
4.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
39
Increased
97
Reduced
110
Closed
26
Calls
$17K
Puts
$46K
Net Calls
-$29K
Net Calls Change
-$34K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$367M +$7.71M +131,144 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$297M -$1.72M -29,303 -0.6%
State Street
3
State Street
Massachusetts
$137M -$4.44M -75,508 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$135M +$7.31M +124,398 +6%
Victory Capital Management
5
Victory Capital Management
Texas
$61.5M -$38.9M -661,462 -39%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$60.2M +$528K +8,987 +0.9%
Macquarie Group
7
Macquarie Group
Australia
$57.1M -$1.27M -21,563 -2%
Morgan Stanley
8
Morgan Stanley
New York
$42.8M +$1.7M +28,878 +4%
SAM
9
Silvercrest Asset Management
New York
$40.5M -$449K -7,639 -1%
Goldman Sachs
10
Goldman Sachs
New York
$38.2M +$11.3M +192,680 +43%
RT
11
Rockland Trust
Massachusetts
$38.1M -$5.5M -93,576 -13%
BTW
12
Boston Trust Walden
Massachusetts
$36.6M -$920K -15,647 -2%
Northern Trust
13
Northern Trust
Illinois
$34.1M -$710K -12,069 -2%
Charles Schwab
14
Charles Schwab
California
$31M +$1.35M +22,919 +5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$25.6M -$2.56M -43,563 -9%
American Century Companies
16
American Century Companies
Missouri
$25M +$8.82M +150,049 +55%
Invesco
17
Invesco
Georgia
$24.1M -$6.43M -109,347 -21%
Norges Bank
18
Norges Bank
Norway
$22.4M
GKIM
19
GW&K Investment Management
Massachusetts
$21.6M -$858K -14,592 -4%
JP Morgan Chase
20
JP Morgan Chase
New York
$20M +$7.45M +126,791 +60%
Bank of America
21
Bank of America
North Carolina
$18.9M +$1.45M +24,675 +8%
ClearBridge Investments
22
ClearBridge Investments
New York
$18M +$12.6K +215 +0.1%
BNP Paribas Asset Management
23
BNP Paribas Asset Management
France
$16.8M +$1.67M +28,373 +11%
Millennium Management
24
Millennium Management
New York
$15.1M -$2.57M -43,692 -15%
N
25
Nuveen
North Carolina
$14.2M +$5.96M +101,395 +74%

INDB Hedge Fund Activity: Q3 2024 in Review

292 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Independent Bank (INDB) for Q3 2024, worth a combined $2.04B — up 16% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new INDB positions and 26 closed out — a net gain of 13 holders — while 97 added to existing stakes and 110 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $11.3M. The largest seller was Victory Capital Management, cutting an estimated $38.9M.

  • 292 institutional investors held Independent Bank (INDB) as of Q3 2024, up from 280 in Q2 2024.
  • Funds reported $2.04B of Independent Bank stock for Q3 2024, up 16% quarter-over-quarter.
  • 39 funds opened new Independent Bank positions in Q3 2024 and 26 closed out, a net change of +13 holders.
  • The largest Independent Bank buyer in Q3 2024 was Goldman Sachs, an estimated $11.3M added.
  • The largest Independent Bank seller in Q3 2024 was Victory Capital Management, an estimated $38.9M sold.

Based on aggregated 13F filings for Q3 2024.