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Merchants Bancorp

174 hedge funds and large institutions have $654M invested in Merchants Bancorp in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 55 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 55

11% more capital invested

Capital invested by funds: $589M → $654M (+$65.2M)

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

0.05% more ownership

Funds ownership: 31.75%31.8% (+0.05%)

0% more funds holding

Funds holding: 174174 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

76% less call options, than puts

Call options by funds: $49K | Put options by funds: $202K

Holders
174
Holders Change
Holders Change %
0%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
63
Reduced
55
Closed
26
Calls
$49K
Puts
$202K
Net Calls
-$153K
Net Calls Change
-$1.08M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
51
LPL Financial
California
$2.13M +$399 +9 +0%
Ameriprise
52
Ameriprise
Minnesota
$2.1M -$230K -5,175 -10%
Swiss National Bank
53
Swiss National Bank
Switzerland
$1.81M +$271K +6,100 +18%
Millennium Management
54
Millennium Management
New York
$1.8M -$2.28M -51,440 -56%
ECM
55
ExodusPoint Capital Management
New York
$1.72M +$1.7M +38,258 New
GCP
56
GSA Capital Partners
United Kingdom
$1.7M +$355K +8,008 +27%
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$1.66M -$3.95M -88,956 -71%
FAM
58
Formidable Asset Management
Ohio
$1.59M -$44.4K -1,000 -3%
TPWM
59
Twelve Points Wealth Management
Massachusetts
$1.53M +$51.7K +1,166 +4%
Franklin Resources
60
Franklin Resources
California
$1.5M +$681K +15,342 +85%
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$1.45M +$466K +10,508 +49%
Citigroup
62
Citigroup
New York
$1.39M +$581K +13,092 +73%
Barclays
63
Barclays
United Kingdom
$1.27M +$978K +22,046 +352%
Janus Henderson Group
64
Janus Henderson Group
United Kingdom
$1.27M -$82.4K -1,857 -6%
UBS Group
65
UBS Group
Switzerland
$1.24M -$1.16M -26,049 -49%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$1.24M -$25.4K -572 -2%
Canada Pension Plan Investment Board
67
Canada Pension Plan Investment Board
Ontario, Canada
$1.12M +$1.11M +25,000 New
Bank of America
68
Bank of America
North Carolina
$1.11M +$148K +3,345 +16%
Renaissance Technologies
69
Renaissance Technologies
New York
$1.11M +$1.09M +24,600 New
JIR
70
James Investment Research
Ohio
$1.07M
Lazard Asset Management
71
Lazard Asset Management
New York
$1.05M +$294K +6,618 +39%
NRD
72
Nebula Research & Development
New York
$1.02M +$638K +14,385 +172%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$990K
UBS AM
74
UBS AM
Illinois
$914K +$48.8K +1,099 +6%
Man Group
75
Man Group
United Kingdom
$906K +$83.8K +1,890 +10%

MBIN Hedge Fund Activity: Q3 2024 in Review

174 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Merchants Bancorp (MBIN) for Q3 2024, worth a combined $654M — up 11% from $589M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new MBIN positions and 26 closed out — a net gain of 1 holder — while 63 added to existing stakes and 55 trimmed.

The largest buyer was Invesco, adding an estimated $20.3M. The largest seller was JP Morgan Chase, cutting an estimated $12.3M.

  • 174 institutional investors held Merchants Bancorp (MBIN) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $654M of Merchants Bancorp stock for Q3 2024, up 11% quarter-over-quarter.
  • 27 funds opened new Merchants Bancorp positions in Q3 2024 and 26 closed out, a net change of +1 holder.
  • The largest Merchants Bancorp buyer in Q3 2024 was Invesco, an estimated $20.3M added.
  • The largest Merchants Bancorp seller in Q3 2024 was JP Morgan Chase, an estimated $12.3M sold.

Based on aggregated 13F filings for Q3 2024.