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John Marshall Bancorp
JMSB

51 hedge funds and large institutions have $124M 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

32% more capital invested

Capital invested by funds: $94.2M → $124M (+$30.1M)

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

2% more funds holding

Funds holding: 50 → 51 (+1)

1.71% more ownership

Funds ownership: 37.36% → 39.07% (+1.7%)

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
Vanguard Group
Vanguard Group
Pennsylvania
+$670K
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$364K
5
Morgan Stanley
Morgan Stanley
New York
+$321K

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

JMSB Hedge Fund Activity: Q4 2023 in Review

51 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in John Marshall Bancorp (JMSB) for Q4 2023, worth a combined $124M — up 32% 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 $124M of John Marshall Bancorp stock for Q4 2023, up 32% 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.