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Mercantile Bank Corp

130 hedge funds and large institutions have $260M invested in Mercantile Bank Corp in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

12% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 41

5% more funds holding

Funds holding: 124130 (+6)

1% more ownership

Funds ownership: 55.5%56.51% (+1%)

0% less capital invested

Capital invested by funds: $262M → $260M (-$1.12M)

Holders
130
Holders Change
+6
Holders Change %
+4.84%
% of All Funds
2.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
46
Reduced
41
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SO
51
STRS Ohio
Ohio
$622K -$46.9K -1,400 -7%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$593K +$1.21K +36 +0.2%
RIA
53
Regal Investment Advisors
Michigan
$575K +$1.04K +31 +0.2%
Wellington Management Group
54
Wellington Management Group
Massachusetts
$487K +$488K +14,560 New
FNBOO
55
First National Bank of Omaha
Nebraska
$453K -$40.7K -1,216 -8%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$430K -$167 -5 -0%
FCI
57
Financial Counselors Inc
Kansas
$413K
CS
58
Credit Suisse
Switzerland
$411K +$45.7K +1,365 +13%
MAM
59
Martingale Asset Management
Massachusetts
$409K +$409K +12,207 New
B
60
Bailard
California
$402K +$402K +12,000 New
SCP
61
Seizert Capital Partners
Michigan
$398K
HWMA
62
Heritage Wealth Management (Arizona)
Arizona
$388K +$213K +6,372 +122%
Teacher Retirement System of Texas
63
Teacher Retirement System of Texas
Texas
$377K -$21.2K -634 -5%
HWAM
64
Hennion & Walsh Asset Management
New Jersey
$370K +$11.3K +337 +3%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$357K +$60.7K +1,813 +20%
SWA
66
Strategies Wealth Advisors
Michigan
$341K +$341K +10,177 New
Creative Planning
67
Creative Planning
Kansas
$329K +$703 +21 +0.2%
Barclays
68
Barclays
United Kingdom
$324K +$212K +6,317 +188%
IAIM
69
International Assets Investment Management
Florida
$311K +$312K +9,302 New
AllianceBernstein
70
AllianceBernstein
Tennessee
$308K +$13.4K +400 +5%
ACIM
71
Azimuth Capital Investment Management
Michigan
$308K
BGIM
72
Brandywine Global Investment Management
Pennsylvania
$307K -$9.31K -278 -3%
QC
73
Quadrature Capital
United Kingdom
$284K -$175K -5,221 -38%
Truist Financial
74
Truist Financial
North Carolina
$283K +$283K +8,455 New
MIM
75
MetLife Investment Management
New Jersey
$281K

MBWM Hedge Fund Activity: Q4 2022 in Review

130 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Mercantile Bank Corp (MBWM) for Q4 2022, worth a combined $260M — down 0.43% from $262M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MBWM positions and 11 closed out — a net gain of 8 holders — while 46 added to existing stakes and 41 trimmed.

The largest buyer was BlackRock, adding an estimated $2.02M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.09M sold.

  • 130 institutional investors held Mercantile Bank Corp (MBWM) as of Q4 2022, up from 124 in Q3 2022.
  • Funds reported $260M of Mercantile Bank Corp stock for Q4 2022, down 0.43% quarter-over-quarter.
  • 19 funds opened new Mercantile Bank Corp positions in Q4 2022 and 11 closed out, a net change of +8 holders.
  • The largest Mercantile Bank Corp buyer in Q4 2022 was BlackRock, an estimated $2.02M added.
  • The largest Mercantile Bank Corp seller in Q4 2022 was Citadel Advisors, an estimated $2.09M sold.

Based on aggregated 13F filings for Q4 2022.