FARMERS & MERCHANTS INVESTMENTS INC

Q3 2021 13F-HR Holdings

Location
Lincoln, NE
Holdings as of
9/30/2021
Date filed
10/21/2021
Form type
13F-HR
Num holdings
1,005
Total value ($000)
$2,370,502
Net value change ($000)
+139,353 (6.2%)
New positions
176
Sold out positions
114
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 7/16/2021 Next filing: 1/14/2022 SEC filing

Snapshot: Change Analysis

Compared to Q2 2021
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)
AAPL 10,753 17.7%
IWP 9,345 27485.3%
IVW 9,343 358.4%
MSFT 8,514 13.3%
BRK-B 8,306 43.1%
NNI 7,388 6.3%
BRK-B 7,113 37.1%
GOOGL 6,172 49.5%
JPM 4,341 21.5%
VEA 3,794 3.6%
Top Reduces (Value $000, Stocks/ETFs)
PYPL -4,463 -16.4%
LII -3,600 -61.0%
AIY -3,406 -41.1%
GIS -2,814 -27.3%
VZ -2,738 -16.7%
VWO -2,340 -4.5%
WBA -2,277 -41.3%
AMGN -2,153 -31.2%
APD -1,922 -11.5%
FDX -1,894 -26.4%
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