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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
$46.2M
4
MWM
Moran Wealth Management
Florida
$3.52M
5
ECA
Endeavour Capital Advisors
Connecticut
$3.51M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
$790K
2
Morgan Stanley
Morgan Stanley
New York
$10.6M
3
MCM
Maltese Capital Management
New York
$0
4
BCM
Bridgeway Capital Management
Texas
$0
5
FP
Foundry Partners
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EFP
1
Elser Financial Planning
Indiana
$994M +$994M +27,260,950 New
BlackRock
2
BlackRock
New York
$55.6M -$689K -18,893 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$46.2M +$4.84M +132,841 +12%
Vanguard Group
4
Vanguard Group
Pennsylvania
$44.1M -$1.28M -35,224 -3%
BCM
5
Basswood Capital Management
New York
$21.2M -$737K -20,201 -3%
RA
6
Royce & Associates
New York
$20.7M +$2.77M +76,056 +16%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$20.6M -$31.3K -859 -0.2%
Goldman Sachs
8
Goldman Sachs
New York
$17.5M +$807K +22,133 +5%
American Century Companies
9
American Century Companies
Missouri
$17.3M +$1.78M +48,881 +11%
Invesco
10
Invesco
Georgia
$17.2M -$3.41M -93,605 -17%
State Street
11
State Street
Massachusetts
$17.1M +$698K +19,100 +4%
BFC
12
Banc Funds Company
Illinois
$14.6M +$401K +11,000 +3%
Boston Partners
13
Boston Partners
Massachusetts
$12.5M +$348K +9,386 +3%
Morgan Stanley
14
Morgan Stanley
New York
$10.6M -$5.66M -155,098 -35%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$10.2M +$2.06M +56,514 +25%
Macquarie Group
16
Macquarie Group
Australia
$9.51M +$9.51M +260,822 New
Marshall Wace
17
Marshall Wace
United Kingdom
$9M +$599K +16,425 +7%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$8.8M +$981K +26,900 +13%
VFA
19
Valeo Financial Advisors
Indiana
$8.22M +$251K +6,882 +3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$7.95M +$148K +4,066 +2%
SEI Investments
21
SEI Investments
Pennsylvania
$7.65M -$4.71K -129 -0.1%
Charles Schwab
22
Charles Schwab
California
$7.56M -$956K -26,200 -11%
PCA
23
PL Capital Advisors
Florida
$6.87M – – –
Citadel Advisors
24
Citadel Advisors
Florida
$6.76M -$1.18M -32,445 -15%
DA
25
Denali Advisors
California
$6.66M +$1.01M +27,817 +18%
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