FARMERS & MERCHANTS INVESTMENTS INC

Q4 2020 13F-HR Holdings

Location
Lincoln, NE
Holdings as of
12/31/2020
Date filed
1/20/2021
Form type
13F-HR
Num holdings
840
Total value ($000)
$1,934,109
Net value change ($000)
+261,064 (15.6%)
New positions
39
Sold out positions
31
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: 10/19/2020 Next filing: 4/14/2021 SEC filing

Snapshot: Change Analysis

Compared to Q3 2020
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)
IVV 17,965 24.3%
NNI 15,044 16.4%
VEA 14,174 18.1%
IJR 11,531 38.2%
VCSH 8,733 NEW
SLQD 8,643 36.9%
IJH 7,976 27.2%
BND 7,408 50.3%
DIS 7,070 45.2%
WCC 6,919 139.0%
Top Reduces (Value $000, Stocks/ETFs)
NEOS ETF Trust -1,699 -66.8%
APD -1,672 -9.4%
LOW -1,212 -4.6%
HD -820 -7.5%
INTC -605 -4.5%
WY -592 -97.9%
SNDR -589 -17.7%
D -579 -4.8%
VZ -405 -2.3%
MCD -402 -2.5%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type