FARMERS & MERCHANTS INVESTMENTS INC

Q1 2020 13F-HR Holdings

Location
Lincoln, NE
Holdings as of
3/31/2020
Date filed
4/16/2020
Form type
13F-HR
Num holdings
838
Total value ($000)
$1,307,508
Net value change ($000)
-325,747 (-19.9%)
New positions
50
Sold out positions
67
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 1/21/2020 Next filing: 7/21/2020 SEC filing

Snapshot: Change Analysis

Compared to Q4 2019
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)
IJR 14,397 995.6%
TFC 3,482 NEW
BAH 2,440 30500.0%
SAIC 1,964 NEW
SLQD 1,712 9.7%
WCC 1,318 NEW
BND 1,255 10.7%
CL 931 81.7%
DLR 767 22.3%
LLY 628 9.9%
Top Reduces (Value $000, Stocks/ETFs)
NNI -21,391 -24.3%
IWM -20,553 -56.6%
VEA -15,693 -19.9%
USB -11,802 -42.4%
WFC -11,053 -51.7%
IVV -8,480 -13.4%
SYY -7,162 -45.0%
VWO -7,088 -19.7%
AAPL -6,842 -17.4%
JPM -6,319 -34.9%
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