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MBVT

Merchants Bancshares Inc
MBVT

Delisted

MBVT was delisted on the 12th of May, 2017.

70 hedge funds and large institutions have $72.2M invested in Merchants Bancshares Inc in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

1% more funds holding

Funds holding: 6970 (+1)

5% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 21

0% more capital invested

Capital invested by funds: $72.2M → $72.2M (+$66.7K)

Holders
70
Holders Change
+1
Holders Change %
+1.45%
% of All Funds
2.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
22
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$9.43M -$765K -23,807 -8%
BIT
2
BlackRock Institutional Trust
California
$8.07M +$297K +9,236 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$7.08M +$86.8K +2,700 +1%
BFA
4
BlackRock Fund Advisors
California
$5.28M +$39.6K +1,231 +0.8%
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.59M +$39.5K +1,230 +0.9%
CCM
6
Castine Capital Management
Massachusetts
$3.06M +$365K +11,363 +14%
Northern Trust
7
Northern Trust
Illinois
$2.68M -$108K -3,359 -4%
State Street
8
State Street
Massachusetts
$2.67M +$30.8K +958 +1%
LSV Asset Management
9
LSV Asset Management
Illinois
$1.94M -$77.1K -2,400 -4%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$1.82M +$51.4K +1,600 +3%
MPAM
11
Monarch Partners Asset Management
Massachusetts
$1.81M +$468K +14,568 +36%
CYG
12
Clean Yield Group
Vermont
$1.74M -$22.3K -695 -1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.56M +$30.3K +943 +2%
CIC
14
Crawford Investment Counsel
Georgia
$1.56M +$93.2K +2,900 +6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.38M +$92K +2,864 +7%
AMI
16
Amica Mutual Insurance
Rhode Island
$1.17M +$1.15M +35,940 New
BCM
17
Bridgeway Capital Management
Texas
$1.11M
LBS
18
Lawrence B. Seidman
$1.06M
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$949K -$70.7K -2,200 -7%
PSC
20
Prentiss Smith & Co
Vermont
$949K
TCIM
21
TIAA CREF Investment Management
New York
$881K
Renaissance Technologies
22
Renaissance Technologies
New York
$835K -$16.1K -500 -2%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$706K -$76.1K -2,369 -10%
Invesco
24
Invesco
Georgia
$705K +$681K +21,201 +4,908%
APFBOT
25
Amica Pension Fund Board of Trustees
Rhode Island
$701K +$690K +21,483 New

MBVT Hedge Fund Activity: Q1 2014 in Review

70 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Merchants Bancshares Inc (MBVT) for Q1 2014, worth a combined $72.2M — up 0.09% from $72.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MBVT positions and 4 closed out — a net gain of 2 holders — while 22 added to existing stakes and 21 trimmed.

The largest buyer was Amica Mutual Insurance, opening a new position worth an estimated $1.15M. The largest seller was Ameriprise, cutting an estimated $765K.

  • 70 institutional investors held Merchants Bancshares Inc (MBVT) as of Q1 2014, up from 69 in Q4 2013.
  • Funds reported $72.2M of Merchants Bancshares Inc stock for Q1 2014, up 0.09% quarter-over-quarter.
  • 6 funds opened new Merchants Bancshares Inc positions in Q1 2014 and 4 closed out, a net change of +2 holders.
  • The largest Merchants Bancshares Inc buyer in Q1 2014 was Amica Mutual Insurance, an estimated $1.15M added.
  • The largest Merchants Bancshares Inc seller in Q1 2014 was Ameriprise, an estimated $765K sold.

Based on aggregated 13F filings for Q1 2014.