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Merchants Bancorp

114 hedge funds and large institutions have $302M invested in Merchants Bancorp in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

21% more capital invested

Capital invested by funds: $250M → $302M (+$52.2M)

12% more funds holding

Funds holding: 102114 (+12)

6% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 36

0.31% more ownership

Funds ownership: 33.02%33.33% (+0.31%)

Holders
114
Holders Change
+12
Holders Change %
+11.76%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
38
Reduced
36
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SO
51
STRS Ohio
Ohio
$823K +$13.5K +450 +2%
Bank of America
52
Bank of America
North Carolina
$820K +$453K +15,102 +139%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$733K +$90.1K +3,000 +15%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$695K
Norges Bank
55
Norges Bank
Norway
$677K -$1.06M -35,400 -62%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$654K +$15K +501 +2%
First Trust Advisors
57
First Trust Advisors
Illinois
$642K +$41.8K +1,391 +7%
ZCM
58
Zebra Capital Management
Connecticut
$640K -$146K -4,872 -19%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$603K -$45K -1,500 -7%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$588K -$146K -4,861 -21%
Principal Financial Group
61
Principal Financial Group
Iowa
$584K -$6.78K -226 -1%
Barclays
62
Barclays
United Kingdom
$565K +$349K +11,623 +184%
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$550K +$395K +13,154 +307%
Victory Capital Management
64
Victory Capital Management
Texas
$492K -$2.97K -99 -0.6%
Ohio Public Employees Retirement System (OPERS)
65
Ohio Public Employees Retirement System (OPERS)
Ohio
$492K
Two Sigma Investments
66
Two Sigma Investments
New York
$488K -$500K -16,670 -52%
AA
67
ALPS Advisors
Colorado
$483K +$5.88K +196 +1%
IA
68
IndexIQ Advisors
New York
$477K -$29.3K -976 -6%
Wells Fargo
69
Wells Fargo
California
$455K -$2.39M -79,479 -79%
SEI Investments
70
SEI Investments
Pennsylvania
$452K +$58.5K +1,949 +16%
GC
71
Globeflex Capital
California
$435K
E
72
Ergoteles
New York
$427K +$406K +13,518 New
Millennium Management
73
Millennium Management
New York
$393K +$83.1K +2,768 +29%
CS
74
Credit Suisse
Switzerland
$375K +$79.9K +2,661 +29%
State of Wisconsin Investment Board
75
State of Wisconsin Investment Board
Wisconsin
$374K -$54K -1,800 -13%

MBIN Hedge Fund Activity: Q4 2021 in Review

114 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Merchants Bancorp (MBIN) for Q4 2021, worth a combined $302M — up 21% from $250M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MBIN positions and 8 closed out — a net gain of 12 holders — while 38 added to existing stakes and 36 trimmed.

The largest buyer was Assenagon Asset Management, opening a new position worth an estimated $2.57M. The largest seller was Vanguard Group, cutting an estimated $8.02M.

  • 114 institutional investors held Merchants Bancorp (MBIN) as of Q4 2021, up from 102 in Q3 2021.
  • Funds reported $302M of Merchants Bancorp stock for Q4 2021, up 21% quarter-over-quarter.
  • 20 funds opened new Merchants Bancorp positions in Q4 2021 and 8 closed out, a net change of +12 holders.
  • The largest Merchants Bancorp buyer in Q4 2021 was Assenagon Asset Management, an estimated $2.57M added.
  • The largest Merchants Bancorp seller in Q4 2021 was Vanguard Group, an estimated $8.02M sold.

Based on aggregated 13F filings for Q4 2021.