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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
TRCT
76
Tower Research Capital (TRC)
New York
$74K -$176K -10,647 -73%
Lazard Asset Management
77
Lazard Asset Management
New York
$48K
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$47K +$22.9K +1,383 +153%
Acadian Asset Management
79
Acadian Asset Management
Massachusetts
$45K -$72.3K -4,374 -64%
Canada Life
80
Canada Life
Manitoba, Canada
$33K
Osaic Holdings
81
Osaic Holdings
Arizona
$31K +$25K +1,512 +775%
FCA
82
FinTrust Capital Advisors
South Carolina
$23K +$21.1K +1,275 New
Legal & General Group
83
Legal & General Group
United Kingdom
$21K
CAM
84
ClariVest Asset Management
California
$20K -$2.88K -174 -14%
AIP
85
Ameritas Investment Partners
Nebraska
$20K
DWA
86
Dorsey Wright & Associates
California
$14K +$12.3K +746 New
ASN
87
Advisory Services Network
Georgia
$8K -$9.92K -600 -57%
Federated Hermes
88
Federated Hermes
Pennsylvania
$7K +$1.64K +99 +34%
IAIM
89
International Assets Investment Management
Florida
$6K +$5K +302 New
Schroder Investment Management Group
90
Schroder Investment Management Group
United Kingdom
$6K +$5K +302 New
AIG
91
American International Group
New York
$140 -$3.62K -219 -3%
Hotchkis & Wiley Capital Management
92
Hotchkis & Wiley Capital Management
California
-$2.68M -203,675 Closed
BCM
93
Bridgeway Capital Management
Texas
-$1.76M -133,650 Closed
AL
94
AJO LP
Pennsylvania
-$1.19M -90,603 Closed
CIC
95
Cornercap Investment Counsel
Georgia
-$999K -76,028 Closed
BCM
96
BHZ Capital Management
California
-$778K -59,171 Closed
Marshall Wace
97
Marshall Wace
United Kingdom
-$269K -20,504 Closed
BPM
98
Bowling Portfolio Management
Ohio
-$269K -20,475 Closed
SEI Investments
99
SEI Investments
Pennsylvania
-$201K -15,276 Closed
SFS
100
Sowell Financial Services
Arkansas
+$298 +18 New

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.