John Marshall Bancorp
JMSB
51 hedge funds and large institutions have $125M invested in John Marshall Bancorp in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
33% more capital invested
Capital invested by funds: $94.2M → $125M (+$30.7M)
25% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 16
2% more funds holding
Funds holding: 50 → 51 (+1)
1.89% more ownership
Funds ownership: 37.36% → 39.25% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.36M |
| 2 |
TFA
Toth Financial Advisory
Leesburg,
Virginia
|
+$1.18M |
| 3 |
Morgan Stanley
New York
|
+$827K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$670K |
| 5 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$364K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
-$223K |
| 2 |
FCM
FJ Capital Management
Mclean,
Virginia
|
-$162K |
| 3 |
Bank of New York Mellon
New York
|
-$131K |
| 4 |
MFP
Meridian Financial Partners
Warrenton,
Virginia
|
-$130K |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
-$113K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Lido Advisors
Los Angeles,
California
| – | -$223K | -12,500 | Closed |
|
|
CA
52
Clearstead Advisors
Cleveland,
Ohio
| – | -$3.57K | -200 | Closed |
|
|
C
53
Covestor
London,
United Kingdom
| – | -$58 | -3 | -27% |
|
JMSB Hedge Fund Activity: Q4 2023 in Review
51 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in John Marshall Bancorp (JMSB) for Q4 2023, worth a combined $125M — up 33% from $94.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new JMSB positions and 2 closed out — a net gain of 2 holders — while 20 added to existing stakes and 16 trimmed.
The largest buyer was BlackRock, adding an estimated $1.36M. The largest seller was Lido Advisors, exiting entirely with an estimated $223K sold.
- 51 institutional investors held John Marshall Bancorp (JMSB) as of Q4 2023, up from 50 in Q3 2023.
- Funds reported $125M of John Marshall Bancorp stock for Q4 2023, up 33% quarter-over-quarter.
- 4 funds opened new John Marshall Bancorp positions in Q4 2023 and 2 closed out, a net change of +2 holders.
- The largest John Marshall Bancorp buyer in Q4 2023 was BlackRock, an estimated $1.36M added.
- The largest John Marshall Bancorp seller in Q4 2023 was Lido Advisors, an estimated $223K sold.
Based on aggregated 13F filings for Q4 2023.