First Merchants Corp 13F annual report
First Merchants Corp is an investment fund managing more than $2.49 trillion ran by Candy Shannon. There are currently 373 companies in Mrs. Shannon’s portfolio. The largest investments include Fmpw Inst Money and Vanguard 500 Index A, together worth $275 billion.
Limited to 30 biggest holdings
$2.49 trillion Assets Under Management (AUM)
As of 18th July 2024, First Merchants Corp’s top holding is 165,210,277 shares of Fmpw Inst Money currently worth over $165 billion and making up 6.6% of the portfolio value.
In addition, the fund holds 217,774 shares of Vanguard 500 Index A worth $110 billion.
The third-largest holding is Fed Sh Intrm Ttl Bd worth $92.6 billion and the next is Fed Ttl Ret Bd Cl R6 worth $90.2 billion, with 9,671,424 shares owned.
Currently, First Merchants Corp's portfolio is worth at least $2.49 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at First Merchants Corp
The First Merchants Corp office and employees reside in Muncie, Indiana. According to the last 13-F report filed with the SEC, Candy Shannon serves as the Director Wealth Operations at First Merchants Corp.
Recent trades
In the most recent 13F filing, First Merchants Corp revealed that it had opened a new position in
Fmpw Inst Money and bought 165,210,277 shares worth $165 billion.
The investment fund also strengthened its position in Aggregate Bond Ishr by buying
1,311 additional shares.
This makes their stake in Aggregate Bond Ishr total 584,828 shares worth $56.8 billion.
On the other hand, there are companies that First Merchants Corp is getting rid of from its portfolio.
First Merchants Corp closed its position in Starbucks Corp Com on 25th July 2024.
It sold the previously owned 27,058 shares for $2.47 billion.
Candy Shannon also disclosed a decreased stake in Microsoft by approximately 0.1%.
This leaves the value of the investment at $45.3 billion and 101,262 shares.
One of the largest hedge funds
The two most similar investment funds to First Merchants Corp are Emerald Advisers and Platinum Investment Management Ltd. They manage $2.49 trillion and $2.48 trillion respectively.
Candy Shannon investment strategy
First Merchants Corp’s portfolio is diversified across 12 sectors.
Currently, their heaviest sector is Technology — making up 7.2% of
the total portfolio value.
The fund focuses on investments in the United States as
22.0% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
20% of the total holdings value.
On the other hand, small-cap stocks make up only 0.3% of the portfolio.
The average market cap of the portfolio companies is close to $192 billion.
The complete list of First Merchants Corp trades based on 13F SEC filings
These positions were updated on July 25th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Fmpw Inst Money |
Opened
165,210,277
|
$165,210,264,000 | 6.65% |
| Vanguard 500 Index A |
Opened
217,774
|
$109,697,938,000 | 4.41% |
| Fed Sh Intrm Ttl Bd |
Opened
9,283,784
|
$92,559,333,000 | 3.72% |
| Fed Ttl Ret Bd Cl R6 |
Opened
9,671,424
|
$90,234,376,000 | 3.63% |
| Aggregate Bond Ishr |
0.22%
584,828
|
$56,769,254,000 | 2.28% |
| Vanguard Mid-cap Ad |
Opened
170,927
|
$51,254,492,000 | 2.06% |
| Lilly Eli & Co, Com |
8.70%
56,119
|
$50,809,020,000 | 2.04% |
| Apple Inc |
0.44%
235,928
|
$49,691,155,000 | 2.00% |
| Microsoft Corporation |
4.00%
101,262
|
$45,259,051,000 | 1.82% |
| Vanguard S/t Inv Gr |
Opened
4,399,821
|
$44,834,228,000 | 1.80% |
| Alphabet Inc |
0.84%
203,342
|
$37,038,746,000 | 1.49% |
| Vanguard Equity |
Opened
414,705
|
$36,884,704,000 | 1.48% |
| Fidelity Contrafund |
Opened
1,825,681
|
$36,878,946,000 | 1.48% |
| North Ult-sh Fix Inc |
Opened
3,489,276
|
$35,834,734,000 | 1.44% |
| Vanguard Total Bond |
Opened
3,676,281
|
$34,851,221,000 | 1.40% |
| Broadcom Inc Npv |
3.75%
21,209
|
$34,051,686,000 | 1.37% |
| Vanguard Smallcap Ad |
Opened
305,807
|
$31,988,958,000 | 1.29% |
| S&p S/c 600 Cr Ishr |
1.71%
293,788
|
$31,335,428,000 | 1.26% |
| Tech Ishares Etf |
4.41%
201,514
|
$30,327,857,000 | 1.22% |
| Schwab Fdmtl Intl Lc |
Opened
2,719,303
|
$29,803,328,000 | 1.20% |
| S&p 500 Gr Ishr |
8.32%
288,504
|
$26,698,160,000 | 1.07% |
| Vg Info Tech Etf |
10.63%
44,976
|
$25,932,712,000 | 1.04% |
| Amazon |
5.32%
121,471
|
$23,474,271,000 | 0.94% |
| Vanguard |
0.31%
43,656
|
$21,833,675,000 | 0.88% |
| Stryker Corp. |
3.30%
59,613
|
$20,283,323,000 | 0.82% |
| Costco Wholesale Corp |
4.60%
23,689
|
$20,135,413,000 | 0.81% |
| NVIDIA Corp |
765.22%
160,438
|
$19,820,511,000 | 0.80% |
| Invesco Ltd |
3.94%
391,190
|
$19,520,381,000 | 0.79% |
| First Merchants Corp. |
457.33%
581,863
|
$19,370,219,000 | 0.78% |
| Janus Enterprise |
Opened
139,144
|
$19,349,970,000 | 0.78% |
| Franklin Electric Co., Inc. |
Opened
197,819
|
$19,053,926,000 | 0.77% |
| Lam Research Corp. |
1.28%
17,610
|
$18,752,009,000 | 0.75% |
| Vanguard Grw Ind Adm |
Opened
96,226
|
$18,505,747,000 | 0.74% |
| J P Morgan Chase |
48.70%
90,918
|
$18,389,075,000 | 0.74% |
| Wcm Focused Intl Gr |
Opened
698,659
|
$17,536,405,000 | 0.71% |
| Amphenol Corp. |
98.10%
259,808
|
$17,503,265,000 | 0.70% |
| Unitedhealth Group Inc |
3.25%
34,193
|
$17,413,127,000 | 0.70% |
| Visa Inc |
6.16%
66,304
|
$17,402,810,000 | 0.70% |
| Vanguard Intl Gr Adm |
Opened
149,583
|
$16,413,865,000 | 0.66% |
| S&p 500 Val Ishr |
2.22%
89,498
|
$16,289,531,000 | 0.66% |
| Wal Mart Stores Inc |
13.17%
223,890
|
$15,159,592,000 | 0.61% |
| Lowe's Companies |
1.11%
67,889
|
$14,966,809,000 | 0.60% |
| Vanguard Tax Exempt |
Opened
1,058,458
|
$14,342,036,000 | 0.58% |
| S&p M/c 400 Val Ishr |
0.66%
125,719
|
$14,264,078,000 | 0.57% |
| Mfs Midcap Value R6 |
Opened
432,729
|
$14,150,167,000 | 0.57% |
| Pepsico Inc |
5.22%
85,502
|
$14,101,845,000 | 0.57% |
| Accenture plc |
1.79%
46,162
|
$14,006,013,000 | 0.56% |
| Grant County State |
Opened
15,310
|
$13,989,671,000 | 0.56% |
| Dodge & Cox Income |
Opened
1,085,565
|
$13,439,344,000 | 0.54% |
| S&p M/c 400 Gr Ishr |
0.31%
152,232
|
$13,413,161,000 | 0.54% |
| Van Inter-term |
0.48%
174,223
|
$13,047,560,000 | 0.53% |
| Northern Midcap |
Opened
591,756
|
$12,533,417,000 | 0.50% |
| Auto Data Processing |
2.57%
50,227
|
$11,988,683,000 | 0.48% |
| Tjx Cos Inc |
4.17%
108,520
|
$11,948,052,000 | 0.48% |
| Chubb Limited |
1.87%
46,806
|
$11,939,275,000 | 0.48% |
| Berkshire Hathaway Inc. |
1.98%
28,963
|
$11,782,149,000 | 0.47% |
| Morgan Stanley Intl |
Opened
497,384
|
$11,469,837,000 | 0.46% |
| Procter & Gamble Co. |
2.67%
65,651
|
$10,827,163,000 | 0.44% |
| S&p 500 Spdr |
0.55%
19,695
|
$10,718,413,000 | 0.43% |
| T Rowe Price Divid |
Opened
138,061
|
$10,676,049,000 | 0.43% |
| Johnson & Johnson |
6.71%
72,842
|
$10,646,587,000 | 0.43% |
| Danaher Corp. |
5.29%
42,036
|
$10,502,695,000 | 0.42% |
| Vanguard Value |
Opened
163,240
|
$10,217,221,000 | 0.41% |
| Schw St Us Div Eq |
5.38%
131,049
|
$10,190,371,000 | 0.41% |
| Home Depot, Inc. |
1.09%
29,517
|
$10,160,932,000 | 0.41% |
| Gs Fin Sq Govt |
Opened
9,726,812
|
$9,726,813,000 | 0.39% |
| Microchip Tech |
1.97%
106,249
|
$9,721,784,000 | 0.39% |
| Healthcare Spdr |
4.35%
66,195
|
$9,647,921,000 | 0.39% |
| S&p 400 Mid-cap Spdr |
2.52%
17,958
|
$9,608,967,000 | 0.39% |
| Blackrock Inc. |
0.06%
12,165
|
$9,577,748,000 | 0.39% |
| Charles Schwab Corp. |
4.37%
129,314
|
$9,529,149,000 | 0.38% |
| Vanguard Short Term |
0.16%
122,949
|
$9,430,188,000 | 0.38% |
| Service Now Inc |
3.06%
11,591
|
$9,118,292,000 | 0.37% |
| Linde Plc. |
1.06%
20,617
|
$9,046,946,000 | 0.36% |
| Comcast Cl A |
1.89%
220,797
|
$8,646,411,000 | 0.35% |
| EOG Resources, Inc. |
1.60%
64,089
|
$8,066,882,000 | 0.32% |
| Technology Sel Ish |
7.83%
34,855
|
$7,885,246,000 | 0.32% |
| Chevron Corp. |
5.00%
50,353
|
$7,876,216,000 | 0.32% |
| Adobe Systems Inc |
0.04%
14,173
|
$7,873,668,000 | 0.32% |
| Meta Platforms Inc |
103.67%
15,133
|
$7,630,361,000 | 0.31% |
| Texas Instrs Inc |
4.02%
38,506
|
$7,490,572,000 | 0.30% |
| O'reilly Auto |
5.65%
7,065
|
$7,461,064,000 | 0.30% |
| Vanguard High Div Yd |
Opened
206,341
|
$7,380,982,000 | 0.30% |
| Consumer Staple Spdr |
7.24%
95,339
|
$7,301,060,000 | 0.29% |
| Lockheed Martin Corp. |
2.12%
15,534
|
$7,255,931,000 | 0.29% |
| Vanguard Limited Tax |
Opened
648,890
|
$6,995,025,000 | 0.28% |
| Russel Mc Gr In Ish |
1.26%
61,942
|
$6,835,300,000 | 0.28% |
| NextEra Energy Inc |
4.13%
96,268
|
$6,816,737,000 | 0.27% |
| Russell Mc Ind Ish |
5.86%
83,790
|
$6,793,693,000 | 0.27% |
| Graco Inc. |
8.09%
85,129
|
$6,749,027,000 | 0.27% |
| Wcm Focused Emrg Mkt |
Opened
473,703
|
$6,698,182,000 | 0.27% |
| Edw Lifesciences |
1.89%
72,475
|
$6,694,516,000 | 0.27% |
| Honeywell International Inc |
2.14%
31,136
|
$6,648,781,000 | 0.27% |
| Vanguard Intermed |
Opened
770,936
|
$6,560,663,000 | 0.26% |
| Ishares Tr Core Msci |
5.45%
89,914
|
$6,531,353,000 | 0.26% |
| L3harris Tech |
16.23%
28,873
|
$6,484,298,000 | 0.26% |
| Vanguard Infotec Idx |
Opened
20,970
|
$6,189,547,000 | 0.25% |
| Abbott Labs Common |
14.57%
59,017
|
$6,132,456,000 | 0.25% |
| Copart, Inc. |
8.52%
113,138
|
$6,127,554,000 | 0.25% |
| Vanguard Dev Mkt Adm |
Opened
384,035
|
$6,083,113,000 | 0.24% |
| Van Total Bd Idx |
1.72%
124,943
|
$6,080,976,000 | 0.24% |
| Ameriprise Finl |
4.77%
14,068
|
$6,009,709,000 | 0.24% |
| Conocophillips |
0.64%
51,927
|
$5,939,411,000 | 0.24% |
| Consumer Disc Spdr |
0.44%
32,480
|
$5,924,352,000 | 0.24% |
| Vanguard Wndsr Ad Ii |
Opened
71,327
|
$5,916,500,000 | 0.24% |
| Van Mid-cap Etf |
1.70%
23,895
|
$5,784,980,000 | 0.23% |
| Schlumberger Ltd. |
2.32%
121,551
|
$5,734,776,000 | 0.23% |
| S&P Global Inc |
0.02%
12,834
|
$5,723,964,000 | 0.23% |
| Mcdonald's Corp, Com |
0.17%
22,453
|
$5,721,922,000 | 0.23% |
| Fortinet Inc |
2.08%
94,661
|
$5,705,218,000 | 0.23% |
| Pzena Emerging Mkt |
Opened
435,064
|
$5,573,067,000 | 0.22% |
| Materials Spdr |
2.42%
62,989
|
$5,562,559,000 | 0.22% |
| Van Small-cap Etf |
1.30%
24,680
|
$5,381,227,000 | 0.22% |
| Real Estate Sel Sec |
3.53%
138,262
|
$5,310,643,000 | 0.21% |
| Cummins Inc. |
10.28%
18,886
|
$5,230,100,000 | 0.21% |
| Corteva Inc |
1.56%
96,782
|
$5,220,421,000 | 0.21% |
| Astrazeneca |
9.04%
66,359
|
$5,175,338,000 | 0.21% |
| S&p M/c 400 Ishr |
0.68%
88,093
|
$5,155,203,000 | 0.21% |
| Abbvie Inc |
0.84%
29,171
|
$5,003,410,000 | 0.20% |
| Raytheon Tech |
14.68%
48,822
|
$4,901,241,000 | 0.20% |
| Russell 2000 Ishr |
8.18%
24,129
|
$4,895,533,000 | 0.20% |
| Comm Services |
1.22%
56,813
|
$4,866,601,000 | 0.20% |
| Cisco Systems, Inc. |
19.51%
99,639
|
$4,733,849,000 | 0.19% |
| Cullen Frost Bankers Inc. |
2.35%
46,407
|
$4,716,344,000 | 0.19% |
| Caterpillar Inc. |
17.66%
13,950
|
$4,646,745,000 | 0.19% |
| Financial Spdr |
1.87%
111,591
|
$4,587,506,000 | 0.18% |
| Ametek Inc |
0.40%
27,441
|
$4,574,689,000 | 0.18% |
| Cdm Assoc Llc |
Opened
40
|
$4,573,333,000 | 0.18% |
| Exxon Mobil Corp. |
18.89%
38,107
|
$4,386,878,000 | 0.18% |
| Fpa New Income |
Opened
448,634
|
$4,369,714,000 | 0.18% |
| Dodge & Cox Intl Fd |
Opened
78,379
|
$3,974,920,000 | 0.16% |
| S&p S/c 600 Gr Ishr |
0.69%
30,730
|
$3,946,654,000 | 0.16% |
| Russell 1000val Ishr |
No change
22,383
|
$3,905,162,000 | 0.16% |
| AMGEN Inc. |
0.38%
12,365
|
$3,863,445,000 | 0.16% |
| Schwab Int Dvd |
11.53%
161,221
|
$3,799,979,000 | 0.15% |
| S&p S/c 600 Val Ishr |
2.64%
38,837
|
$3,777,675,000 | 0.15% |
| Alliant Corp |
2.60%
72,538
|
$3,692,184,000 | 0.15% |
| Vanguard Primecap |
Opened
20,317
|
$3,654,847,000 | 0.15% |
| Disney Walt Company |
1.02%
35,706
|
$3,545,249,000 | 0.14% |
| T Rowe Blue Chip |
Opened
18,623
|
$3,493,758,000 | 0.14% |
| Msci Emerg Mkts |
2.22%
64,729
|
$3,464,943,000 | 0.14% |
| Vanguard S/t Fed A |
Opened
339,276
|
$3,406,302,000 | 0.14% |
| Energy Spdr |
0.96%
37,297
|
$3,399,622,000 | 0.14% |
| Vanguard Total Intl |
Opened
167,740
|
$3,255,714,000 | 0.13% |
| Omnicom Group, Inc. |
21.85%
36,128
|
$3,240,682,000 | 0.13% |
| Ansys Inc. |
21.31%
9,860
|
$3,169,990,000 | 0.13% |
| Jpm Emerg Mkt |
9.11%
34,892
|
$3,087,244,000 | 0.12% |
| Vanguard Ind Lrg Cap |
Opened
23,363
|
$2,945,674,000 | 0.12% |
| Dfa Small Cap Value |
Opened
64,144
|
$2,909,039,000 | 0.12% |
| Vanguard Int-term |
Opened
287,441
|
$2,908,894,000 | 0.12% |
| Roy Hotel Partners |
No change
0
|
$2,890,000,000 | 0.12% |
| Industrial Spdr |
2.66%
23,700
|
$2,888,319,000 | 0.12% |
| Wayne Asphalt |
Opened
96
|
$2,860,800,000 | 0.12% |
| Ball Corp, Common |
13.10%
47,330
|
$2,840,747,000 | 0.11% |
| Brown & Brown, Inc. |
1.08%
31,750
|
$2,838,767,000 | 0.11% |
| Russell Mc Vi In Ish |
0.18%
23,362
|
$2,820,728,000 | 0.11% |
| Alphabet Inc |
7.72%
15,346
|
$2,814,763,000 | 0.11% |
| Vangd Tx Mngd S/c |
Opened
32,478
|
$2,809,361,000 | 0.11% |
| Vanguard Sh Tx Adm |
Opened
172,235
|
$2,707,532,000 | 0.11% |
| Utilities Spdr |
2.75%
38,275
|
$2,608,059,000 | 0.10% |
| Vanguard Hlthcr Idx |
Opened
18,737
|
$2,495,502,000 | 0.10% |
| Starbucks Corp Com |
Closed
27,058
|
$2,472,808,000 | |
| Valero Energy Corp. |
13.13%
15,241
|
$2,389,179,000 | 0.10% |
| Invesco S&p 500 |
1.53%
13,929
|
$2,288,256,000 | 0.09% |
| Union Pacific Corp. |
2.17%
9,962
|
$2,254,002,000 | 0.09% |
| Vanguard Comm Servs |
Opened
31,794
|
$2,238,292,000 | 0.09% |
| American Wtr Co |
0.10%
17,052
|
$2,202,436,000 | 0.09% |
| Vanguard Re Index |
Opened
18,489
|
$2,196,355,000 | 0.09% |
| Vanguard Sm Cap Val |
Opened
27,288
|
$2,139,940,000 | 0.09% |
| T. Rowe Price Group |
14.51%
18,426
|
$2,124,702,000 | 0.09% |
| Casey's Gen Store |
4.44%
5,559
|
$2,121,092,000 | 0.09% |
| Coca Cola Co, Common |
8.41%
32,345
|
$2,058,759,000 | 0.08% |
| Vanguard Reit In Etf |
23.66%
23,995
|
$2,009,821,000 | 0.08% |
| Vanguard Emrg Mkt |
Opened
87,310
|
$2,008,838,000 | 0.08% |
| Settlement Agreement |
Opened
3,124,154
|
$3,124,154,000 | 0.13% |
| Vanguard W Hi Div |
13.56%
16,394
|
$1,944,328,000 | 0.08% |
| Alcon Inc. |
7.13%
21,647
|
$1,928,315,000 | 0.08% |
| Phillips 66 |
1.33%
13,347
|
$1,884,196,000 | 0.08% |
| Becton Dickinson |
10.74%
7,957
|
$1,859,630,000 | 0.07% |
| Oracle Systems |
7.13%
13,084
|
$1,847,461,000 | 0.07% |
| Berkshire Hath Cl A |
200.00%
3
|
$1,836,723,000 | 0.07% |
| Msci Emg Mkt Ind Ish |
7.94%
41,945
|
$1,786,437,000 | 0.07% |
| Gateway Fund |
Opened
40,341
|
$1,761,277,000 | 0.07% |
| Vangd Cons Disc Idx |
Opened
10,884
|
$1,759,587,000 | 0.07% |
| Deere And Company |
5.50%
4,625
|
$1,728,039,000 | 0.07% |
| Genuine Parts Co. |
34.98%
11,895
|
$1,645,316,000 | 0.07% |
| Quicksilver Ent Llc |
Opened
100
|
$1,640,731,000 | 0.07% |
| S&p 500 Index |
7.66%
2,979
|
$1,630,198,000 | 0.07% |
| Nucor Corp. |
1.46%
10,311
|
$1,629,963,000 | 0.07% |
| Vanguard Large Cap |
7.75%
6,071
|
$1,515,443,000 | 0.06% |
| American Century Ult |
Opened
16,561
|
$1,490,009,000 | 0.06% |
| Lincoln Natl Life |
Opened
1
|
$1,480,090,000 | 0.06% |
| Schwab Fundamental |
Opened
55,578
|
$1,471,149,000 | 0.06% |
| Vangrd Ftse Soc Idx |
Opened
27,798
|
$1,445,504,000 | 0.06% |
| Vg Ftse Aw Ex Us Etf |
No change
24,400
|
$1,430,816,000 | 0.06% |
| Columbia Corp Inc |
Opened
157,050
|
$1,410,311,000 | 0.06% |
| Roper Industries Inc |
4.65%
2,400
|
$1,352,784,000 | 0.05% |
| Beaman Family Farms |
Opened
1
|
$1,310,000,000 | 0.05% |
| Bristol-Myers Squibb Co. |
649.75%
31,167
|
$1,294,366,000 | 0.05% |
| Am New World Fd F3 |
Opened
16,126
|
$1,293,929,000 | 0.05% |
| Msci Eafe Ishr |
No change
16,509
|
$1,293,150,000 | 0.05% |
| Dfa Emerging Mkts |
Opened
53,416
|
$1,283,607,000 | 0.05% |
| Huntington Bancshare |
No change
94,895
|
$1,250,716,000 | 0.05% |
| Wells Fargo & Co. |
Opened
21,000
|
$1,247,190,000 | 0.05% |
| Dimensional Etf Tr |
No change
38,487
|
$1,240,821,000 | 0.05% |
| Jack Henry & Assoc |
5.50%
7,472
|
$1,240,502,000 | 0.05% |
| Mlc Properties Llc |
Opened
1
|
$1,229,700,000 | 0.05% |
| Vanguard Sm Cp Grwth |
Opened
13,411
|
$1,179,271,000 | 0.05% |
| Thermo Fisher Sci |
26.21%
2,080
|
$1,150,240,000 | 0.05% |
| Fidelity S/t Trs Bd |
Opened
113,837
|
$1,149,754,000 | 0.05% |
| T Rowe Price Mid Cap |
Opened
10,960
|
$1,137,406,000 | 0.05% |
| Vang Cons Stap Idx |
Opened
11,342
|
$1,136,260,000 | 0.05% |
| Mfs Mid Cap Grwth Fd |
Opened
35,608
|
$1,121,646,000 | 0.05% |
| Lt |
Opened
48
|
$1,120,525,000 | 0.05% |
| American Euro Grwth |
Opened
19,190
|
$1,100,242,000 | 0.04% |
| Vanguard Ind Ext Adm |
Opened
8,566
|
$1,096,751,000 | 0.04% |
| Blackbird Farms |
Opened
48
|
$1,083,000,000 | 0.04% |
| Salesforce.com |
27.15%
4,206
|
$1,081,363,000 | 0.04% |
| Can Natl Railway |
44.31%
9,019
|
$1,065,414,000 | 0.04% |
| Ecolab, Inc. |
10.96%
4,427
|
$1,053,626,000 | 0.04% |
| Intel Corp. |
27.45%
33,541
|
$1,038,765,000 | 0.04% |
| Columbia High Yield |
Opened
95,521
|
$1,027,805,000 | 0.04% |
| Verizon Comm |
77.87%
23,846
|
$983,409,000 | 0.04% |
| Cvs Corp Delaware |
23.43%
16,586
|
$979,569,000 | 0.04% |
| Mrgan, Dn Wttr, Disc |
11.72%
10,053
|
$977,051,000 | 0.04% |
| Philip Morris Intl |
Opened
9,541
|
$966,790,000 | 0.04% |
| Schw Str Us Tips Etf |
No change
18,516
|
$963,017,000 | 0.04% |
| Vanguard Short Term |
Opened
95,896
|
$962,791,000 | 0.04% |
| Wf Adj Rate Gvmt Fd |
Opened
106,040
|
$933,152,000 | 0.04% |
| Merck & Co Inc, Com |
55.62%
7,398
|
$915,872,000 | 0.04% |
| Allerian Mlp Etf |
No change
19,087
|
$915,794,000 | 0.04% |
| Waste Management, Inc. |
7.14%
4,291
|
$915,442,000 | 0.04% |
| Lancaster Colony Corp. |
No change
4,700
|
$888,159,000 | 0.04% |
| Applied Matls Inc |
20.56%
3,759
|
$887,086,000 | 0.04% |
| Mastercard Incorporated |
19.39%
2,007
|
$885,408,000 | 0.04% |
| Russell 1000 Gr Ishr |
6.37%
2,426
|
$884,301,000 | 0.04% |
| Vanguard Finl Idx |
Opened
17,140
|
$857,619,000 | 0.03% |
| Elevance Health |
No change
1,582
|
$857,223,000 | 0.03% |
| Tri-Continental Corp. |
Opened
27,607
|
$854,989,000 | 0.03% |
| Vanguard Hiyield Cor |
Opened
156,944
|
$842,777,000 | 0.03% |
| Artisan Dev World Fd |
Opened
41,116
|
$802,119,000 | 0.03% |
| Mondelez Intl |
Opened
12,223
|
$799,873,000 | 0.03% |
| Gs Equ Div & Prem I |
Opened
47,991
|
$795,713,000 | 0.03% |
| Biotech Index Ishr |
43.60%
5,783
|
$793,775,000 | 0.03% |
| Eaton Corporation |
9.78%
2,525
|
$791,714,000 | 0.03% |
| Mfs Value Fund Cli |
Opened
15,500
|
$778,874,000 | 0.03% |
| Vanguard Tot Intl St |
Opened
24,019
|
$777,183,000 | 0.03% |
| Federated Fltg Rate |
Opened
84,266
|
$731,443,000 | 0.03% |
| Vang Inst'l Index Fd |
Opened
1,608
|
$721,933,000 | 0.03% |
| Sherwin-Williams Co. |
28.38%
2,393
|
$714,143,000 | 0.03% |
| Vanguard Total Stock |
Opened
5,465
|
$711,717,000 | 0.03% |
| Barclay Conv Sec Sdr |
No change
9,150
|
$659,349,000 | 0.03% |
| Mfs Int'l New Disc |
Opened
20,649
|
$657,611,000 | 0.03% |
| Parnassus Core Eq-in |
Opened
10,636
|
$655,701,000 | 0.03% |
| Mfs Growth Fd Cl I |
Opened
3,042
|
$651,223,000 | 0.03% |
| Vg Tax-exempt Bnd |
1.08%
12,984
|
$650,628,000 | 0.03% |
| Truist Pfd 5.25 |
Opened
29,009
|
$639,939,000 | 0.03% |
| Palo Alto Networks Inc |
14.62%
1,882
|
$638,017,000 | 0.03% |
| Pfizer Inc. |
1.56%
22,780
|
$637,384,000 | 0.03% |
| Roy Outlot 2 Prtnrs |
Opened
1
|
$630,000,000 | 0.03% |
| Sysco Corp. |
No change
8,500
|
$606,815,000 | 0.02% |
| Fed Mdt L/c Val |
Opened
18,904
|
$601,541,000 | 0.02% |
| Siteone Landscape |
28.58%
4,914
|
$596,609,000 | 0.02% |
| La-Z-Boy Inc. |
30.71%
15,794
|
$588,800,000 | 0.02% |
| Il Tool Works Inc |
32.03%
2,473
|
$586,002,000 | 0.02% |
| Nike, Inc. |
33.27%
7,749
|
$584,042,000 | 0.02% |
| Pnc Bk Corp |
Opened
3,720
|
$578,386,000 | 0.02% |
| Van Int-term Corp |
7.47%
7,064
|
$564,626,000 | 0.02% |
| Aunt Diana Fudge |
Opened
900
|
$559,497,000 | 0.02% |
| Cencora Inc. |
22.12%
2,464
|
$555,139,000 | 0.02% |
| Booking Holdings Inc |
26.13%
140
|
$554,610,000 | 0.02% |
| Northrop Grumman Corp. |
Opened
1,232
|
$537,090,000 | 0.02% |
| Dow Jones Select Dividend Etf I Shares |
Closed
4,222
|
$520,065,000 | |
| Fed Govt Obli |
Opened
518,766
|
$518,766,000 | 0.02% |
| Van Ext Mkt |
2.13%
2,897
|
$488,985,000 | 0.02% |
| Trowe Price Overseas |
Opened
37,529
|
$488,229,000 | 0.02% |
| Colgate Palmolive, C |
20.94%
4,955
|
$480,833,000 | 0.02% |
| Trowe S/c Value |
Opened
9,100
|
$474,424,000 | 0.02% |
| Altria Group Inc. |
Opened
10,362
|
$471,989,000 | 0.02% |
| Aflac Inc. |
5.42%
5,233
|
$467,359,000 | 0.02% |
| Fidelity Intrmd Trs |
Opened
48,797
|
$465,049,000 | 0.02% |
| Republic Services, Inc. |
13.29%
2,353
|
$457,282,000 | 0.02% |
| Community Financial Corp |
Opened
2,800
|
$442,400,000 | 0.02% |
| Steel Dynamics Inc. |
Opened
3,405
|
$440,948,000 | 0.02% |
| Ishares Tr |
2.81%
22,125
|
$1,235,984,000 | 0.05% |
| Emerson Elec Co, Com |
20.07%
3,982
|
$438,657,000 | 0.02% |
| Zoetis Inc |
29.48%
2,530
|
$438,601,000 | 0.02% |
| Extra Space Sto |
No change
2,818
|
$437,945,000 | 0.02% |
| American Elec Pwr In |
29.54%
4,924
|
$432,032,000 | 0.02% |
| Fed Govt Tax Man P |
Opened
431,782
|
$431,783,000 | 0.02% |
| Vanguard Util Idx |
Opened
5,801
|
$430,068,000 | 0.02% |
| Nill Family Ptrsp |
Opened
24
|
$428,225,000 | 0.02% |
| Ishares Msci Us Mtum |
Opened
2,188
|
$426,376,000 | 0.02% |
| Northern Global Sust |
Opened
18,397
|
$424,251,000 | 0.02% |
| Vanguard Div Grwth I |
Opened
10,915
|
$416,072,000 | 0.02% |
| Tesla Motors |
3.18%
2,100
|
$415,548,000 | 0.02% |
| United Parcel Serv |
0.23%
2,986
|
$408,634,000 | 0.02% |
| Fidelity Growth |
Opened
10,136
|
$407,368,000 | 0.02% |
| Jp Pr 4.625 Perf |
Opened
19,380
|
$405,817,000 | 0.02% |
| Charles Riv Labs Intl Inc Com |
Closed
1,491
|
$403,969,000 | |
| Rudisill Center Rlty |
Opened
250
|
$403,377,000 | 0.02% |
| Vanguard Enrgy Idx |
Opened
6,272
|
$400,184,000 | 0.02% |
| Marathon Petroleum Corp |
30.21%
2,224
|
$385,820,000 | 0.02% |
| Vanguard Bal Ind Adm |
Opened
8,051
|
$381,444,000 | 0.02% |
| Ch Swb 4.45 Perf |
Opened
18,995
|
$380,660,000 | 0.02% |
| Ishares Pref & Inc |
1.56%
12,023
|
$379,326,000 | 0.02% |
| Opp Stl Path |
Opened
43,140
|
$378,336,000 | 0.02% |
| Van Ftse Dev Mkt |
No change
7,506
|
$370,947,000 | 0.01% |
| Vg Tot Stk Mtk Idx |
19.55%
1,370
|
$366,489,000 | 0.01% |
| Toro Co Com |
Closed
3,968
|
$363,583,000 | |
| Invesco Qqq Trser 1 |
Opened
752
|
$360,291,000 | 0.01% |
| Cme |
38.17%
1,810
|
$355,846,000 | 0.01% |
| Cohen Steers Prf Sec |
Opened
29,373
|
$353,663,000 | 0.01% |
| Pub Stor Pfd 4.625 |
Opened
17,000
|
$346,630,000 | 0.01% |
| Pool Corporation |
26.81%
1,111
|
$341,444,000 | 0.01% |
| Kimberly-Clark Corp. |
2.00%
2,450
|
$338,590,000 | 0.01% |
| Lc Core Dvd Growth |
Closed
5,669
|
$329,142,000 | |
| Corning, Inc. |
7.55%
8,414
|
$326,884,000 | 0.01% |
| Bny Mln Dyn Val A |
Opened
7,354
|
$325,944,000 | 0.01% |
| Fox Com |
Closed
10,351
|
$323,667,000 | |
| Vanguard Industrials |
Opened
2,636
|
$318,940,000 | 0.01% |
| Calvert Bond Fd |
Opened
21,284
|
$304,576,000 | 0.01% |
| Fmb Loc 3602885 |
Opened
1
|
$300,000,000 | 0.01% |
| Blackstone Group |
Opened
2,400
|
$297,120,000 | 0.01% |
| Vanguard S/t Corp |
30.08%
3,784
|
$292,409,000 | 0.01% |
| Public Storage Inc. Class A Reit |
Closed
1,000
|
$290,050,000 | |
| 12.565 Owner Int |
Opened
2
|
$282,950,000 | 0.01% |
| Parker-Hannifin Corp. |
Opened
550
|
$278,196,000 | 0.01% |
| Mainstay Hy Muni I |
Opened
23,265
|
$278,012,000 | 0.01% |
| Norfolk Southern Corp. |
Opened
1,293
|
$277,594,000 | 0.01% |
| AT&T Inc. |
7.35%
14,397
|
$275,127,000 | 0.01% |
| Vanguard Us Gwth Inv |
Opened
4,062
|
$273,795,000 | 0.01% |
| Dominion Res Inc New |
32.16%
5,579
|
$273,371,000 | 0.01% |
| Clorox Co. |
Opened
1,908
|
$260,385,000 | 0.01% |
| Nill Family Partners |
Opened
20
|
$256,488,000 | 0.01% |
| Prime Odyssey Stk Fd |
Opened
6,439
|
$253,139,000 | 0.01% |
| Taiwan Semiconductor |
Opened
1,441
|
$250,460,000 | 0.01% |
| Roy Outlot 1 Prtnrs |
Opened
1
|
$250,000,000 | 0.01% |
| Pax Msci Intl Esg In |
Opened
22,841
|
$246,673,000 | 0.01% |
| Primecap Ody Grwth |
Opened
6,218
|
$245,117,000 | 0.01% |
| The J.m. Smucker Co |
26.49%
2,220
|
$242,069,000 | 0.01% |
| Ishares Tr U.s. Cnsm Gd Etf |
Closed
3,576
|
$241,843,000 | |
| S&p 100 Ishr |
No change
915
|
$241,835,000 | 0.01% |
| Us Bancorp Del |
No change
5,868
|
$232,960,000 | 0.01% |
| Goldman Sachs |
Opened
508
|
$229,779,000 | 0.01% |
| Lincoln Natl Corp In |
26.93%
7,298
|
$226,968,000 | 0.01% |
| Russel 2000 Gwth |
36.93%
854
|
$224,201,000 | 0.01% |
| Nestle Sa Adr |
Opened
2,137
|
$218,123,000 | 0.01% |
| Lakeland Finl |
Opened
3,500
|
$215,320,000 | 0.01% |
| General Mills, Inc. |
No change
3,370
|
$213,186,000 | 0.01% |
| Ishares Msci Usa Quality Factor |
Closed
1,271
|
$208,887,000 | |
| Hubbell Inc. |
Closed
500
|
$207,520,000 | |
| Ford Motor Co. |
Opened
16,100
|
$201,894,000 | 0.01% |
| I Shares Domestic Equity Etf |
Closed
1,831
|
$201,794,000 | |
| L Ryan Pn Dtd12-1-23 |
Opened
222,879
|
$195,192,000 | 0.01% |
| Vanguard Gnma Adm |
Opened
20,924
|
$190,404,000 | 0.01% |
| Nuveen Enh Amt Fr |
No change
12,880
|
$160,485,000 | 0.01% |
| Pimco Inc Fund Inst |
Opened
14,698
|
$154,038,000 | 0.01% |
| Columbia Ultra Short |
Opened
15,000
|
$149,550,000 | 0.01% |
| Northwest Banc |
3.37%
10,420
|
$120,351,000 | 0.00% |
| Lord Abbett Hi Yld |
Opened
17,974
|
$113,594,000 | 0.00% |
| Custom Truck One |
Opened
20,000
|
$87,000,000 | 0.00% |
| Fmb Ck A/c #1484931 |
Opened
22,250
|
$22,250,000 | 0.00% |
| Bion Environ Techno |
Opened
31,500
|
$15,750,000 | 0.00% |
| Abi Fmb Loc #5471834 |
Opened
232,000
|
$1,000 | 0.00% |
| Abi Fm Cl 1228820100 |
Opened
1,000,000
|
$1,000 | 0.00% |
| A/b/i - Fmb Mtg Loan |
Opened
150,000
|
$1,000 | 0.00% |
| Abi Fmb Loc #5687365 |
Opened
35,000
|
$1,000 | 0.00% |
| Abi Fmb Ln #5463327 |
Opened
36,288
|
$1,000 | 0.00% |
| Abi Fmb Loc 5688345 |
Opened
185,000
|
$1,000 | 0.00% |
| Del Life Regatta |
Opened
350,810
|
$1,000 | 0.00% |
| Loc #3243385 |
Opened
3,750,000
|
$1,000 | 0.00% |
| Loc5299934 |
Opened
395,000
|
$1,000 | 0.00% |
| A/b/i Fmb Loc3546640 |
Opened
460,000
|
$1,000 | 0.00% |
| Fmb Loc 5488923 |
Opened
750,000
|
$1,000 | 0.00% |
| Abi Fmb Loc 5486823 |
Opened
600,000
|
$1,000 | 0.00% |
| Fmb Loc 5478936 |
Opened
500,000
|
$1,000 | 0.00% |
| Abi Fmb Cl 3543986 |
Opened
1,250,000
|
$1,000 | 0.00% |
| Assign. Of Ben. Int. |
Opened
100,000
|
$1,000 | 0.00% |
| Fmb Loc #5306272 |
Opened
800,000
|
$1,000 | 0.00% |
| A/b/i-loc#5299624 |
Opened
1,000,000
|
$1,000 | 0.00% |
| Abi Fmb Ln #5304172 |
Opened
23,407
|
$1,000 | 0.00% |
| Fmb Loc 5814715 |
Opened
500,000
|
$0 | 0.00% |
| Abi Ln #3448746 |
Opened
50,000
|
$0 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 384 holdings | |||
Hedge funds similar to First Merchants Corp
- Cowen And Company
- Cadian Capital Management, L.P.
- Intact Investment Management Inc
- Lbp Am S.A.
- Metis Global Partners
- Advisor Partners Ii
- Emerald Advisers
- Platinum Investment Management Ltd
- Rgm Capital
- Eastern Bank
- Sprucegrove Investment Management Ltd
- Scopus Asset Management, L.P.
- Cary Street Partners Investment Advisory
- Fulton Bank, N.a