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Mercantile Bank Corp

133 hedge funds and large institutions have $283M invested in Mercantile Bank Corp in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

31% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 36

14% more funds holding

Funds holding: 117133 (+16)

13% more capital invested

Capital invested by funds: $250M → $283M (+$33.2M)

0.63% more ownership

Funds ownership: 56.59%57.21% (+0.63%)

Holders
133
Holders Change
+16
Holders Change %
+13.68%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
47
Reduced
36
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$647K -$327 -10 -0%
RHAM
52
Round Hill Asset Management
California
$625K
II
53
Inspire Investing
Idaho
$623K +$659K +20,160 New
SWM
54
Shakespeare Wealth Management
Wisconsin
$611K
KCM
55
Kennedy Capital Management
Missouri
$553K +$55K +1,683 +10%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$545K -$21.5K -657 -4%
HWAM
57
Hennion & Walsh Asset Management
New Jersey
$514K -$36.8K -1,126 -6%
Barclays
58
Barclays
United Kingdom
$503K -$32.3K -987 -6%
Creative Planning
59
Creative Planning
Kansas
$470K +$171K +5,239 +53%
SO
60
STRS Ohio
Ohio
$432K -$203K -6,200 -31%
RIA
61
Regal Investment Advisors
Michigan
$417K -$123K -3,752 -22%
CS
62
Credit Suisse
Switzerland
$414K +$32.2K +984 +8%
Russell Investments Group
63
Russell Investments Group
United Kingdom
$402K +$425K +13,018 New
Legal & General Group
64
Legal & General Group
United Kingdom
$399K +$84.7K +2,592 +25%
FNBOO
65
First National Bank of Omaha
Nebraska
$395K -$7.61K -233 -2%
FPAS
66
Focus Partners Advisor Solutions
Missouri
$388K
Teacher Retirement System of Texas
67
Teacher Retirement System of Texas
Texas
$386K -$21.1K -646 -5%
VOYA Investment Management
68
VOYA Investment Management
Georgia
$370K +$135K +4,126 +53%
UBS Group
69
UBS Group
Switzerland
$361K +$9.93K +304 +3%
NYLIM
70
New York Life Investment Management
New York
$360K -$59.9K -1,834 -14%
WCM
71
Wedge Capital Management
North Carolina
$350K +$370K +11,338 New
B
72
Bailard
California
$347K +$367K +11,233 New
AllianceBernstein
73
AllianceBernstein
Tennessee
$300K -$16.3K -500 -5%
ACIM
74
Azimuth Capital Investment Management
Michigan
$284K
HSBC Holdings
75
HSBC Holdings
United Kingdom
$280K +$11K +338 +4%

MBWM Hedge Fund Activity: Q3 2023 in Review

133 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Mercantile Bank Corp (MBWM) for Q3 2023, worth a combined $283M — up 13% from $250M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new MBWM positions and 6 closed out — a net gain of 17 holders — while 47 added to existing stakes and 36 trimmed.

The largest buyer was Oberweis Asset Management, adding an estimated $745K. The largest seller was First Trust Advisors, cutting an estimated $720K.

  • 133 institutional investors held Mercantile Bank Corp (MBWM) as of Q3 2023, up from 117 in Q2 2023.
  • Funds reported $283M of Mercantile Bank Corp stock for Q3 2023, up 13% quarter-over-quarter.
  • 23 funds opened new Mercantile Bank Corp positions in Q3 2023 and 6 closed out, a net change of +17 holders.
  • The largest Mercantile Bank Corp buyer in Q3 2023 was Oberweis Asset Management, an estimated $745K added.
  • The largest Mercantile Bank Corp seller in Q3 2023 was First Trust Advisors, an estimated $720K sold.

Based on aggregated 13F filings for Q3 2023.