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Merchants Bancorp
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Overview Fund Activity

164 hedge funds and large institutions have $528M invested in Merchants Bancorp in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+43
Holders Change %
+35.54%
% of All Funds
2.4%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
47
Increased
51
Reduced
46
Closed
3
Calls
$2.83M
Puts
$975K
Net Calls
+$1.86M
Net Calls Change
+$2.05M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$36.2M
2
Federated Hermes
Federated Hermes
Pennsylvania
$9.25M
3
BlackRock
BlackRock
New York
$62.5M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$33.9M
5
EI
EAM Investors
California
$3.67M

Top Sellers

1
FCM
FJ Capital Management
Virginia
$1.88M
2
BCM
Basswood Capital Management
New York
$25.4M
3
Millennium Management
Millennium Management
New York
$2.02M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$839K
5
AQR Capital Management
AQR Capital Management
Connecticut
$403K
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$62.5M +$5.79M +136,075 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$41.3M +$1.13M +26,655 +3%
Morgan Stanley
3
Morgan Stanley
New York
$36.2M +$29.1M +682,516 +408%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$33.9M +$4.35M +102,051 +15%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$26.2M -$889K -20,879 -3%
BCM
6
Basswood Capital Management
New York
$25.4M -$5.21M -122,335 -17%
BFC
7
Banc Funds Company
Illinois
$22.5M +$766K +18,000 +4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$20.7M +$789K +18,539 +4%
State Street
9
State Street
Massachusetts
$17M +$946K +22,182 +6%
BCM
10
Bridgeway Capital Management
Texas
$12.7M +$499K +11,712 +4%
VFA
11
Valeo Financial Advisors
Indiana
$10.9M -$131K -3,070 -1%
American Century Companies
12
American Century Companies
Missouri
$9.68M +$1.65M +38,827 +21%
Charles Schwab
13
Charles Schwab
California
$9.56M +$1.67M +39,248 +21%
Federated Hermes
14
Federated Hermes
Pennsylvania
$9.25M +$9.23M +216,761 +42,254%
Goldman Sachs
15
Goldman Sachs
New York
$8.02M +$1.1M +25,921 +16%
PCA
16
PL Capital Advisors
Florida
$7.8M -$532K -12,500 -6%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$7.66M -$294K -6,900 -4%
Northern Trust
18
Northern Trust
Illinois
$7.32M +$360K +8,465 +5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$7.13M -$1.13M -26,448 -14%
MCM
20
Maltese Capital Management
New York
$6.29M +$1.28M +30,165 +26%
EF
21
Empowered Funds
Pennsylvania
$5.56M +$499K +11,712 +10%
First Trust Advisors
22
First Trust Advisors
Illinois
$5.54M -$145K -3,416 -3%
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$5.4M +$3.05M +71,632 +130%
SCP
24
Seizert Capital Partners
Michigan
$5.33M -$782K -18,369 -13%
Invesco
25
Invesco
Georgia
$5.07M -$1.01M -23,831 -17%
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