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Merchants Bancorp

92 hedge funds and large institutions have $173M invested in Merchants Bancorp in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

42% more capital invested

Capital invested by funds: $121M → $173M (+$51.5M)

42% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 24

18% more funds holding

Funds holding: 7892 (+14)

0.54% more ownership

Funds ownership: 32.14%32.68% (+0.54%)

Holders
92
Holders Change
+14
Holders Change %
+17.95%
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
34
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$1.39M -$176K -10,612 -12%
RCG
27
Rock Creek Group
District of Columbia
$1.36M +$1.23M +74,120 New
Russell Investments Group
28
Russell Investments Group
United Kingdom
$1.26M -$858K -51,865 -43%
HIM
29
Hillsdale Investment Management
Ontario, Canada
$1.2M -$174K -10,500 -14%
Citadel Advisors
30
Citadel Advisors
Florida
$1.18M +$563K +34,058 +113%
Morgan Stanley
31
Morgan Stanley
New York
$1.1M +$203K +12,267 +26%
HSBC Holdings
32
HSBC Holdings
United Kingdom
$1M +$16K +965 +2%
WCM
33
Wedge Capital Management
North Carolina
$999K +$79.9K +4,833 +10%
Bank of America
34
Bank of America
North Carolina
$977K +$547K +33,088 +166%
Stifel Financial
35
Stifel Financial
Missouri
$813K +$322K +19,485 +79%
JP Morgan Chase
36
JP Morgan Chase
New York
$808K +$465K +28,115 +178%
Goldman Sachs
37
Goldman Sachs
New York
$771K +$692K +41,853 New
OSAM
38
O'Shaughnessy Asset Management
Connecticut
$693K +$14.9K +900 +2%
MAM
39
Martingale Asset Management
Massachusetts
$663K -$184K -11,102 -24%
WAM
40
Wakefield Asset Management
Colorado
$628K +$564K +34,076 New
American Century Companies
41
American Century Companies
Missouri
$607K +$136K +8,194 +33%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$566K -$1.19K -72 -0.2%
Prudential Financial
43
Prudential Financial
New Jersey
$546K -$36K -2,175 -7%
Swiss National Bank
44
Swiss National Bank
Switzerland
$544K
Two Sigma Advisers
45
Two Sigma Advisers
New York
$500K +$186K +11,250 +71%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$490K +$45.4K +2,742 +12%
JIR
47
James Investment Research
Ohio
$482K +$433K +26,154 New
OFG
48
Oxford Financial Group
Indiana
$449K
SO
49
STRS Ohio
Ohio
$428K
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$406K

MBIN Hedge Fund Activity: Q4 2020 in Review

92 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Merchants Bancorp (MBIN) for Q4 2020, worth a combined $173M — up 42% from $121M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new MBIN positions and 9 closed out — a net gain of 14 holders — while 34 added to existing stakes and 24 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $4.46M. The largest seller was Ameriprise, cutting an estimated $7.17M.

  • 92 institutional investors held Merchants Bancorp (MBIN) as of Q4 2020, up from 78 in Q3 2020.
  • Funds reported $173M of Merchants Bancorp stock for Q4 2020, up 42% quarter-over-quarter.
  • 23 funds opened new Merchants Bancorp positions in Q4 2020 and 9 closed out, a net change of +14 holders.
  • The largest Merchants Bancorp buyer in Q4 2020 was Fidelity Investments, an estimated $4.46M added.
  • The largest Merchants Bancorp seller in Q4 2020 was Ameriprise, an estimated $7.17M sold.

Based on aggregated 13F filings for Q4 2020.