FARMERS & MERCHANTS INVESTMENTS INC

Q4 2021 13F-HR Holdings

Location
Lincoln, NE
Holdings as of
12/31/2021
Date filed
1/14/2022
Form type
13F-HR
Num holdings
991
Total value ($000)
$2,680,409
Net value change ($000)
+309,907 (13.1%)
New positions
73
Sold out positions
87
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 10/21/2021 Next filing: 4/19/2022 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
NNI 28,767 23.2%
AAPL 19,263 27.0%
IVV 18,797 16.4%
BRK-B 15,702 57.0%
VEA 15,646 14.2%
MSFT 15,220 21.0%
LOW 7,840 25.9%
UNH 7,435 31.2%
XLNX 6,539 40.2%
UNP 5,976 31.1%
Top Reduces (Value $000, Stocks/ETFs)
PYPL -6,169 -27.2%
DELL -4,940 -46.0%
MDT -3,731 -19.2%
CoreSite Realty Corp -3,411 -100.0%
CMCSA -1,762 -8.3%
USB -1,671 -6.1%
COF -1,381 -10.1%
DIS -1,223 -5.3%
T -1,204 -31.4%
FISV -975 -9.2%
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