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Merchants Bancorp
MBIN

Overview Fund Activity

170 hedge funds and large institutions have $1.53B invested in Merchants Bancorp in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 46 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-4
Holders Change %
-2.3%
% of All Funds
2.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
66
Reduced
46
Closed
30
Calls
$69K
Puts
$597K
Net Calls
-$528K
Net Calls Change
-$375K

Top Buyers

1
EFP
Elser Financial Planning
Indiana
+$994M
2
Macquarie Group
Macquarie Group
Australia
+$9.51M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.84M
4
MWM
Moran Wealth Management
Florida
+$3.52M
5
ECA
Endeavour Capital Advisors
Connecticut
+$3.51M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
-$8.93M
2
Morgan Stanley
Morgan Stanley
New York
-$5.66M
3
MCM
Maltese Capital Management
New York
-$4.09M
4
BCM
Bridgeway Capital Management
Texas
-$3.7M
5
FP
Foundry Partners
Minnesota
-$3.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Advisers
101
Two Sigma Advisers
New York
$379K +$379K +10,400 New
Mirae Asset Global ETFs Holdings
102
Mirae Asset Global ETFs Holdings
Hong Kong
$375K +$14.3K +392 +4%
KK
103
KLP Kapitalforvaltning
Norway
$375K +$375K +10,250 New
NW
104
NewEdge Wealth
Pennsylvania
$371K +$371K +10,185 New
AC
105
Aldebaran Capital
Indiana
$369K – – –
Cetera Investment Advisers
106
Cetera Investment Advisers
Illinois
$357K +$13.9K +381 +4%
WHG
107
Westwood Holdings Group
Texas
$343K -$42.2K -1,158 -11%
CF
108
Corebridge Financial
Texas
$328K -$24.8K -679 -7%
YMRC
109
Yorktown Management & Research Company
Virginia
$321K – – –
EGM
110
Engineers Gate Manager
New York
$306K +$114K +3,113 +59%
ETC
111
Exchange Traded Concepts
Oklahoma
$293K +$293K +8,033 New
AA
112
ALPS Advisors
Colorado
$291K – – –
Verition Fund Management
113
Verition Fund Management
Connecticut
$282K +$86.9K +2,382 +45%
SG Americas Securities
114
SG Americas Securities
New York
$280K -$65.8K -1,808 -19%
MAS
115
Meeder Advisory Services
Ohio
$274K – – –
ACM
116
Aquatic Capital Management
Illinois
$262K +$185K +5,080 +242%
T. Rowe Price Associates
117
T. Rowe Price Associates
Maryland
$251K +$30.9K +846 +14%
PWS
118
Peloton Wealth Strategists
Indiana
$246K – – –
ASN
119
Advisory Services Network
Georgia
$241K +$241K +6,613 New
FIM
120
Freedom Investment Management
Connecticut
$241K +$57.9K +1,588 +32%
CCIA
121
Campbell & Co Investment Adviser
Maryland
$237K -$96K -2,633 -29%
Creative Planning
122
Creative Planning
Kansas
$220K +$3.76K +103 +2%
ASRS
123
Arizona State Retirement System
Arizona
$218K +$1.42K +39 +0.7%
US Bancorp
124
US Bancorp
Minnesota
$214K – – –
I
125
InceptionR
California
$209K +$25.1K +687 +14%
3 4
5
6 7