John Marshall Bancorp
JMSB
51 hedge funds and large institutions have $106M invested in John Marshall Bancorp in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 7 closing their positions.
90% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 10
1.64% more ownership
Funds ownership: 35.65% → 37.29% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 53 → 51 (-2)
6% less capital invested
Capital invested by funds: $113M → $106M (-$7.27M)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$1.82M |
| 2 |
HFRG
Houlihan Financial Resource Group
Ashburn,
Virginia
|
+$1.16M |
| 3 |
BlackRock
New York
|
+$848K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$351K |
| 5 |
Lido Advisors
Los Angeles,
California
|
+$249K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$213K |
| 2 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
-$203K |
| 3 |
MWM
Madison Wealth Management
Cincinnati,
Ohio
|
-$114K |
| 4 |
TFA
Toth Financial Advisory
Leesburg,
Virginia
|
-$95.2K |
| 5 |
New York State Common Retirement Fund
Albany,
New York
|
-$68.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$213K | -9,842 | Closed |
|
|
MFIM
52
Mesirow Financial Investment Management
Chicago,
Illinois
| – | -$203K | -9,399 | Closed |
|
|
AAS
53
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$50.9K | -2,355 | Closed |
|
54
Allspring Global Investments
Charlotte,
North Carolina
| – | -$18.2K | -844 | Closed |
|
|
DWA
55
Dorsey Wright & Associates
Pasadena,
California
| – | -$16.6K | -767 | Closed |
|
|
EI
56
Ellevest Inc
New York
| – | -$1.25K | -58 | Closed |
|
|
C
57
Covestor
London,
United Kingdom
| – | -$20 | -1 | -8% |
|
JMSB Hedge Fund Activity: Q2 2023 in Review
51 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in John Marshall Bancorp (JMSB) for Q2 2023, worth a combined $106M — down 6.4% from $113M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of JMSB and 5 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 19 added.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $1.82M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $213K sold.
- 51 institutional investors held John Marshall Bancorp (JMSB) as of Q2 2023, down from 53 in Q1 2023.
- Funds reported $106M of John Marshall Bancorp stock for Q2 2023, down 6.4% quarter-over-quarter.
- 5 funds opened new John Marshall Bancorp positions in Q2 2023 and 7 closed out, a net change of -2 holders.
- The largest John Marshall Bancorp buyer in Q2 2023 was T. Rowe Price Investment Management, an estimated $1.82M added.
- The largest John Marshall Bancorp seller in Q2 2023 was Cambridge Investment Research Advisors, an estimated $213K sold.
Based on aggregated 13F filings for Q2 2023.