NVDA β€” NVIDIA CORP COM

Ownership history in FIRST MERCHANTS CORP  Β·  72 quarters on record

This page tracks every 13F SEC filing in which FIRST MERCHANTS CORP reported a position in NVIDIA CORP COM (NVDA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.26% (2024 Q1)
πŸ“Š Avg. % of fund
0.4%
πŸ“… First filed
2008 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
72

Position Intelligence

FIRST MERCHANTS CORP Γ— NVDA AI Analytics

πŸ“ˆ FIRST MERCHANTS CORP outperformed the S&P 500 by +35.8% annually on this NVDA position. Timing score: 42% (30/71 decisions correct). Average cost basis: $55.73. Maximum drawdown during holding period: –60.0%.

πŸ“ˆ Position Alpha vs SPY
+35.8%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 35.8% per year on this position.
71 quarters analyzed

⏱️ Timing Score
42%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
30 of 71 add/trim decisions correct

πŸ’° Entry Quality
$55.73
+234.6% vs current ($186.49)

Best entry: $0.23 (2010 Q2)  Β·  Worst: $186.49 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–60.0%
max drawdown while held

πŸ’ͺ Held through 4 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
42%
buy-side decisions

30 adds Β· 42 trims. Bought during 9 of 20 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ FIRST MERCHANTS CORP has been actively increasing its NVDA allocation β€” a bullish signal from insiders.
Currently 1.16% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    NVDA price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 167,772 +8,502 +5.3% 1.16% $31.3M $186.49
2025 Q3 REDUCED 159,270 -11,550 -6.8% 1.12% $29.7M $186.56
2025 Q2 ADDED 170,820 +20,691 +13.8% 1.04% $27.0M $157.96
2025 Q1 REDUCED 150,129 -3,016 -2.0% 0.65% $16.3M $108.35
2024 Q4 REDUCED 153,145 -5,134 -3.2% 0.79% $20.6M $134.25
2024 Q3 REDUCED 158,279 -2,159 -1.3% 0.73% $19.2M $121.39
2024 Q2 ADDED 160,438 +141,895 +765.2% 0.80% $19.8M $123.48
2024 Q1 ADDED 18,543 +2,380 +14.7% 1.26% $16.8M $90.31
2023 Q4 REDUCED 16,163 -510 -3.1% 0.66% $8.0M $49.49
2023 Q3 REDUCED 16,673 -338 -2.0% 0.65% $7.3M $43.47
62 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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