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Merchants Bancorp

174 hedge funds and large institutions have $654M invested in Merchants Bancorp in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 55 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 55

11% more capital invested

Capital invested by funds: $589M → $654M (+$65.2M)

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

0.05% more ownership

Funds ownership: 31.75%31.8% (+0.05%)

0% more funds holding

Funds holding: 174174 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

76% less call options, than puts

Call options by funds: $49K | Put options by funds: $202K

Holders
174
Holders Change
Holders Change %
0%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
63
Reduced
55
Closed
26
Calls
$49K
Puts
$202K
Net Calls
-$153K
Net Calls Change
-$1.08M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$69.4M +$4.33M +97,531 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$55.9M +$1.88M +42,367 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$51M +$4.94M +111,375 +11%
BCM
4
Basswood Capital Management
New York
$27.1M -$1.54M -34,683 -5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$25.5M +$739K +16,666 +3%
Invesco
6
Invesco
Georgia
$25.4M +$20.3M +457,236 +424%
RA
7
Royce & Associates
New York
$22M +$12.8M +288,553 +143%
Goldman Sachs
8
Goldman Sachs
New York
$20.6M +$8.21M +185,126 +68%
State Street
9
State Street
Massachusetts
$20.2M +$897K +20,214 +5%
Morgan Stanley
10
Morgan Stanley
New York
$20.1M +$5.4M +121,675 +37%
American Century Companies
11
American Century Companies
Missouri
$19.2M +$2.47M +55,766 +15%
BFC
12
Banc Funds Company
Illinois
$17.5M +$555K +12,500 +3%
Boston Partners
13
Boston Partners
Massachusetts
$14.6M +$10.3M +231,954 +242%
Federated Hermes
14
Federated Hermes
Pennsylvania
$12M -$510K -11,494 -4%
Charles Schwab
15
Charles Schwab
California
$10.5M -$1M -22,574 -9%
Marshall Wace
16
Marshall Wace
United Kingdom
$10.4M -$5.98M -134,836 -37%
JP Morgan Chase
17
JP Morgan Chase
New York
$10.1M -$12.3M -276,696 -55%
VFA
18
Valeo Financial Advisors
Indiana
$9.83M -$750K -16,913 -7%
Citadel Advisors
19
Citadel Advisors
Florida
$9.79M -$3.1M -69,974 -24%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$9.64M -$444K -10,000 -4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$9.62M +$339K +7,649 +4%
SEI Investments
22
SEI Investments
Pennsylvania
$9.44M +$8.93M +201,350 +2,349%
PCA
23
PL Capital Advisors
Florida
$8.47M
Northern Trust
24
Northern Trust
Illinois
$8.08M +$609K +13,729 +8%
DA
25
Denali Advisors
California
$6.96M +$1.13M +25,565 +20%

MBIN Hedge Fund Activity: Q3 2024 in Review

174 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Merchants Bancorp (MBIN) for Q3 2024, worth a combined $654M — up 11% from $589M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new MBIN positions and 26 closed out — a net gain of 1 holder — while 63 added to existing stakes and 55 trimmed.

The largest buyer was Invesco, adding an estimated $20.3M. The largest seller was JP Morgan Chase, cutting an estimated $12.3M.

  • 174 institutional investors held Merchants Bancorp (MBIN) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $654M of Merchants Bancorp stock for Q3 2024, up 11% quarter-over-quarter.
  • 27 funds opened new Merchants Bancorp positions in Q3 2024 and 26 closed out, a net change of +1 holder.
  • The largest Merchants Bancorp buyer in Q3 2024 was Invesco, an estimated $20.3M added.
  • The largest Merchants Bancorp seller in Q3 2024 was JP Morgan Chase, an estimated $12.3M sold.

Based on aggregated 13F filings for Q3 2024.