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John Marshall Bancorp
JMSB

53 hedge funds and large institutions have $145M invested in John Marshall Bancorp in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

90% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 10

18% more capital invested

Capital invested by funds: $122M → $145M (+$22.4M)

10% more funds holding

Funds holding: 48 → 53 (+5)

0.31% more ownership

Funds ownership: 35.48% → 35.79% (+0.31%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
19
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.13M
2
LNC
Lincoln National Corp
Pennsylvania
+$327K
3
Invesco
Invesco
Georgia
+$296K
4
Bank of America
Bank of America
North Carolina
+$292K
5
MFIM
Mesirow Financial Investment Management
Illinois
+$262K

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$780K
2
LWM
Laidlaw Wealth Management
New York
-$557K
3
TFA
Toth Financial Advisory
Virginia
-$554K
4
CAM
Cresset Asset Management
Illinois
-$139K
5
N
Nuveen
North Carolina
-$138K
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$41.7M -$33.5K -1,203 -0.1%
BlackRock
2
BlackRock
New York
$22.3M +$1.13M +40,463 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$16.4M +$51.6K +1,853 +0.3%
TFA
4
Toth Financial Advisory
Virginia
$12.9M -$554K -19,870 -4%
EWM
5
Evermay Wealth Management
Virginia
$9.56M – – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$6.11M +$240K +8,598 +4%
EPCA
7
Elizabeth Park Capital Advisors
Ohio
$5.07M – – –
State Street
8
State Street
Massachusetts
$4.74M +$136K +4,882 +3%
Brown Advisory
9
Brown Advisory
Maryland
$3.65M – – –
Northern Trust
10
Northern Trust
Illinois
$2.71M +$31.9K +1,144 +1%
CAM
11
Cresset Asset Management
Illinois
$2.17M -$139K -5,000 -6%
Bank of America
12
Bank of America
North Carolina
$2.04M +$292K +10,489 +17%
MFP
13
Meridian Financial Partners
Virginia
$1.79M – – –
HF
14
Halpern Financial
Virginia
$1.43M – – –
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.22M +$171K +6,124 +17%
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$1.19M – – –
N
17
Nuveen
North Carolina
$1.05M -$138K -4,953 -12%
LWM
18
Laidlaw Wealth Management
New York
$912K -$557K -20,000 -39%
Charles Schwab
19
Charles Schwab
California
$885K +$16K +575 +2%
First Trust Advisors
20
First Trust Advisors
Illinois
$817K -$52.3K -1,876 -6%
Mariner
21
Mariner
Kansas
$717K +$256K +9,172 +58%
PAMG
22
Patton Albertson Miller Group
Tennessee
$540K – – –
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$486K +$9.81K +352 +2%
BFC
24
Banc Funds Company
Illinois
$386K – – –
UBS Group
25
UBS Group
Switzerland
$361K +$50.1K +1,798 +17%
1
2 3

JMSB Hedge Fund Activity: Q4 2022 in Review

53 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in John Marshall Bancorp (JMSB) for Q4 2022, worth a combined $145M — up 18% from $122M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JMSB positions and 3 closed out — a net gain of 5 holders — while 19 added to existing stakes and 10 trimmed.

The largest buyer was BlackRock, adding an estimated $1.13M. The largest seller was AllianceBernstein, exiting entirely with an estimated $780K sold.

  • 53 institutional investors held John Marshall Bancorp (JMSB) as of Q4 2022, up from 48 in Q3 2022.
  • Funds reported $145M of John Marshall Bancorp stock for Q4 2022, up 18% quarter-over-quarter.
  • 8 funds opened new John Marshall Bancorp positions in Q4 2022 and 3 closed out, a net change of +5 holders.
  • The largest John Marshall Bancorp buyer in Q4 2022 was BlackRock, an estimated $1.13M added.
  • The largest John Marshall Bancorp seller in Q4 2022 was AllianceBernstein, an estimated $780K sold.

Based on aggregated 13F filings for Q4 2022.