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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
Citigroup
76
Citigroup
New York
$372K -$93.6K -3,117 -21%
Truist Financial
77
Truist Financial
North Carolina
$370K +$352K +11,715 New
OFG
78
Oxford Financial Group
Indiana
$351K -$99.2K -3,304 -23%
PP
79
PDT Partners
New York
$351K +$333K +11,109 New
KIG
80
Kessler Investment Group
Indiana
$331K -$29.8K -991 -9%
BCM
81
BHZ Capital Management
California
$327K +$311K +10,349 New
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
$322K
Grantham, Mayo, Van Otterloo & Co (GMO)
83
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$296K -$194K -6,450 -41%
Janus Henderson Group
84
Janus Henderson Group
United Kingdom
$288K +$274K +9,141 New
SC
85
Sonen Capital
California
$284K +$270K +9,000 New
Deutsche Bank
86
Deutsche Bank
Germany
$283K -$21.7K -724 -7%
Squarepoint
87
Squarepoint
New York
$279K +$265K +8,841 New
OSAM
88
O'Shaughnessy Asset Management
Connecticut
$274K -$3.21K -107 -1%
AIG
89
American International Group
New York
$248K -$7.05K -235 -3%
PWS
90
Peloton Wealth Strategists
Indiana
$225K +$214K +7,125 New
RWM
91
Ritholtz Wealth Management
New York
$212K +$202K +6,716 New
VOYA Investment Management
92
VOYA Investment Management
Georgia
$207K +$197K +6,546 New
Osaic Holdings
93
Osaic Holdings
Arizona
$206K +$39.8K +1,326 +26%
CSS
94
Cubist Systematic Strategies
Connecticut
$205K +$195K +6,492 New
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$202K -$134K -4,448 -41%
UBS Group
96
UBS Group
Switzerland
$200K +$190K +6,341 New
MIM
97
MetLife Investment Management
New Jersey
$188K
Legal & General Group
98
Legal & General Group
United Kingdom
$167K
SG Americas Securities
99
SG Americas Securities
New York
$156K -$160K -5,325 -52%
MLICM
100
Metropolitan Life Insurance Company (MetLife)
New York
$138K

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.