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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
20
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.36M
2
TFA
Toth Financial Advisory
Virginia
+$1.18M
3
Morgan Stanley
Morgan Stanley
New York
+$827K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$670K
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$364K

Top Sellers

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
-$223K
2
FCM
FJ Capital Management
Virginia
-$162K
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$131K
4
MFP
Meridian Financial Partners
Virginia
-$130K
5
Brown Advisory
Brown Advisory
Maryland
-$113K
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$35.2M +$364K +18,954 +1%
BlackRock
2
BlackRock
New York
$19.9M +$1.36M +70,654 +9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$13.8M +$670K +34,879 +6%
TFA
4
Toth Financial Advisory
Virginia
$10.9M +$1.18M +61,315 +14%
EWM
5
Evermay Wealth Management
Virginia
$7.53M – – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$5.93M +$133K +6,908 +3%
State Street
7
State Street
Massachusetts
$4.35M +$68.6K +3,568 +2%
EPCA
8
Elizabeth Park Capital Advisors
Ohio
$3.97M – – –
Brown Advisory
9
Brown Advisory
Maryland
$2.89M -$113K -5,900 -4%
Northern Trust
10
Northern Trust
Illinois
$2.49M +$220K +11,428 +12%
FCM
11
FJ Capital Management
Virginia
$2.21M -$162K -8,437 -8%
Bank of America
12
Bank of America
North Carolina
$1.84M +$8.17K +425 +0.5%
CAM
13
Cresset Asset Management
Illinois
$1.7M +$5.3K +276 +0.4%
MFP
14
Meridian Financial Partners
Virginia
$1.33M -$130K -6,777 -9%
Morgan Stanley
15
Morgan Stanley
New York
$1.19M +$827K +43,011 +449%
HF
16
Halpern Financial
Virginia
$1.04M – – –
Bank of New York Mellon
17
Bank of New York Mellon
New York
$844K -$131K -6,819 -15%
CIBC Private Wealth Group
18
CIBC Private Wealth Group
Georgia
$817K -$96.2K -5,008 -12%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$767K +$284K +14,792 +77%
N
20
Nuveen
North Carolina
$743K +$119K +6,200 +23%
Charles Schwab
21
Charles Schwab
California
$743K – – –
UBS Group
22
UBS Group
Switzerland
$484K +$112K +5,812 +37%
PAMG
23
Patton Albertson Miller Group
Tennessee
$423K – – –
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$388K -$3.56K -185 -1%
Barclays
25
Barclays
United Kingdom
$386K +$285K +14,853 +655%
1
2 3

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.