MBIN icon

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 %
ME
151
McIlrath & Eck
Washington
$8.39K -$3.25K -89 -28%
GI
152
GAMMA Investing
California
$5.76K -$109 -3 -2%
AAP
153
Arax Advisory Partners
Colorado
$5.22K -$182 -5 -3%
SPIA
154
Steward Partners Investment Advisory
New York
$4.19K – – –
CIBC Private Wealth Group
155
CIBC Private Wealth Group
Georgia
$3.34K – – –
C
156
Covestor
United Kingdom
$3K +$1.62K +40 +118%
PA
157
Parallel Advisors
California
$2.41K -$219 -6 -8%
TWD
158
True Wealth Design
Ohio
$2.3K -$73 -2 -3%
RS
159
R Squared
Hong Kong
$2.19K +$2.19K +60 New
LC
160
Lindbrook Capital
California
$2.04K +$292 +8 +17%
AssetMark Inc
161
AssetMark Inc
California
$1.46K – – –
CFB
162
Cullen/Frost Bankers
Texas
$1.2K +$1.2K +33 New
SS
163
SBI Securities
Japan
$875 +$875 +24 New
Nisa Investment Advisors
164
Nisa Investment Advisors
Missouri
$695 – – –
BGAI
165
Bruce G. Allen Investments
Colorado
$401 – – –
RIL
166
Rothschild Investment LLC
Illinois
$365 -$548 -15 -60%
IA
167
IFP Advisors
Florida
$146 +$146 +4 New
AP
168
Atwood & Palmer
Missouri
$37 – – –
FFA
169
Farther Finance Advisors
California
$36 – – –
EWA
170
EverSource Wealth Advisors
Alabama
$36 +$36 +1 New
MCM
171
Maltese Capital Management
New York
– -$4.09M -91,000 Closed
BCM
172
Bridgeway Capital Management
Texas
– -$3.7M -82,211 Closed
FP
173
Foundry Partners
Minnesota
– -$3.48M -77,329 Closed
EPCA
174
Elizabeth Park Capital Advisors
Ohio
– -$2.37M -52,763 Closed
EC
175
EJF Capital
Virginia
– -$2.18M -48,513 Closed
4 5 6
7
8