FIRST MERCHANTS CORP

Q1 2014 13F-HR Holdings

Location
Muncie, IN
Holdings as of
3/31/2014
Date filed
4/29/2014
Form type
13F-HR
Num holdings
128
Total value ($000)
$310,052
Net value change ($000)
+5,567 (1.8%)
New positions
4
Sold out positions
2
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 2013
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
Guggenheim S&P 500 Equal Weigh 1,727 46.7%
PETSMART 1,409 224.7%
ALTERA 1,135 NEW
VNQ 920 10.7%
IJJ 883 5.2%
JNJ 802 25.7%
BALL 677 26.6%
EG 674 NEW
BRO 627 NEW
DE 599 48.2%
Top Reduces (Value $000, Stocks/ETFs)
GGG -1,197 -78.2%
IBM -913 -48.4%
KO -751 -37.8%
Medtronic PLC -636 -50.9%
BKE -595 -30.5%
ABBV -584 -21.6%
CFR -553 -37.9%
20230930-DK-Butterfly-1, Inc. -534 -23.8%
T -510 -16.2%
XOM -413 -6.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type