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John Marshall Bancorp

48 hedge funds and large institutions have $122M invested in John Marshall Bancorp in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

11% more capital invested

Capital invested by funds: $110M → $122M (+$12M)

0.63% more ownership

Funds ownership: 34.85%35.48% (+0.63%)

0% more funds holding

Funds holding: 4848 (0)

Holders
48
Holders Change
Holders Change %
0%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
16
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$35.6M +$36.8M +1,450,824 New
BlackRock
2
BlackRock
New York
$18M -$27.3K -1,078 -0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$13.9M -$25.9K -1,024 -0.2%
TFA
4
Toth Financial Advisory
Virginia
$11.5M +$903K +35,638 +8%
EWM
5
Evermay Wealth Management
Virginia
$8.16M +$380K +15,000 +5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$5M +$11.3K +444 +0.2%
EPCA
7
Elizabeth Park Capital Advisors
Ohio
$4.32M
State Street
8
State Street
Massachusetts
$3.93M +$1.42M +56,004 +54%
Brown Advisory
9
Brown Advisory
Maryland
$3.12M
Northern Trust
10
Northern Trust
Illinois
$2.29M -$34.7K -1,368 -1%
CAM
11
Cresset Asset Management
Illinois
$1.97M
MFP
12
Meridian Financial Partners
Virginia
$1.85M
Bank of America
13
Bank of America
North Carolina
$1.48M -$12.7K -503 -0.8%
LWM
14
Laidlaw Wealth Management
New York
$1.27M
HF
15
Halpern Financial
Virginia
$1.22M
N
16
Nuveen
North Carolina
$1.01M -$17.4K -685 -2%
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$1.01M
Bank of New York Mellon
18
Bank of New York Mellon
New York
$894K +$146K +5,754 +19%
AllianceBernstein
19
AllianceBernstein
Tennessee
$780K -$79K -3,118 -9%
First Trust Advisors
20
First Trust Advisors
Illinois
$743K +$767K +30,262 New
Charles Schwab
21
Charles Schwab
California
$742K +$17.6K +695 +2%
PAMG
22
Patton Albertson Miller Group
Tennessee
$461K
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$406K +$23.4K +924 +6%
Mariner
24
Mariner
Kansas
$387K +$45K +1,777 +13%
BFC
25
Banc Funds Company
Illinois
$329K

JMSB Hedge Fund Activity: Q3 2022 in Review

48 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in John Marshall Bancorp (JMSB) for Q3 2022, worth a combined $122M — up 11% from $110M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new JMSB positions and 3 closed out — a net gain of 1 holder — while 16 added to existing stakes and 13 trimmed.

The largest buyer was State Street, adding an estimated $1.42M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $32.7M sold.

  • 48 institutional investors held John Marshall Bancorp (JMSB) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $122M of John Marshall Bancorp stock for Q3 2022, up 11% quarter-over-quarter.
  • 4 funds opened new John Marshall Bancorp positions in Q3 2022 and 3 closed out, a net change of +1 holder.
  • The largest John Marshall Bancorp buyer in Q3 2022 was State Street, an estimated $1.42M added.
  • The largest John Marshall Bancorp seller in Q3 2022 was T. Rowe Price Associates, an estimated $32.7M sold.

Based on aggregated 13F filings for Q3 2022.