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Mercantile Bank Corp

141 hedge funds and large institutions have $386M invested in Mercantile Bank Corp in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,990% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $20K

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

36% more capital invested

Capital invested by funds: $283M → $386M (+$103M)

19% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 42

6% more funds holding

Funds holding: 133141 (+8)

2.4% more ownership

Funds ownership: 57.21%59.61% (+2.4%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
141
Holders Change
+8
Holders Change %
+6.02%
% of All Funds
2.06%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
50
Reduced
42
Closed
12
Calls
$1.02M
Puts
$20K
Net Calls
+$998K
Net Calls Change
+$998K
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$838K -$6.2K -177 -0.8%
RHAM
52
Round Hill Asset Management
California
$816K
SWM
53
Shakespeare Wealth Management
Wisconsin
$798K
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$798K +$387K +11,062 +127%
Victory Capital Management
55
Victory Capital Management
Texas
$739K -$235K -6,700 -27%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$680K -$28.2K -805 -5%
Two Sigma Investments
57
Two Sigma Investments
New York
$595K -$318K -9,074 -38%
UBS AM
58
UBS AM
Illinois
$565K +$192K +5,485 +65%
Legal & General Group
59
Legal & General Group
United Kingdom
$561K +$34.1K +973 +8%
RIA
60
Regal Investment Advisors
Michigan
$545K
CS
61
Credit Suisse
Switzerland
$541K
SO
62
STRS Ohio
Ohio
$533K -$28K -800 -6%
Russell Investments Group
63
Russell Investments Group
United Kingdom
$526K
WCM
64
Wedge Capital Management
North Carolina
$522K +$55.2K +1,578 +14%
FPAS
65
Focus Partners Advisor Solutions
Missouri
$507K
FNBOO
66
First National Bank of Omaha
Nebraska
$497K -$16.7K -477 -4%
VOYA Investment Management
67
VOYA Investment Management
Georgia
$464K -$16.8K -480 -4%
NYLIM
68
New York Life Investment Management
New York
$456K -$12.3K -351 -3%
AllianceBernstein
69
AllianceBernstein
Tennessee
$435K +$37.1K +1,060 +11%
Jane Street
70
Jane Street
New York
$434K +$376K +10,741 New
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$379K +$329K +9,385 New
TPI
72
Trust Point Inc
Wisconsin
$375K +$325K +9,298 New
Creative Planning
73
Creative Planning
Kansas
$372K -$210K -5,991 -39%
ACIM
74
Azimuth Capital Investment Management
Michigan
$371K
HWAM
75
Hennion & Walsh Asset Management
New Jersey
$369K -$262K -7,498 -45%

MBWM Hedge Fund Activity: Q4 2023 in Review

141 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Mercantile Bank Corp (MBWM) for Q4 2023, worth a combined $386M — up 36% from $283M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MBWM positions and 12 closed out — a net gain of 9 holders — while 50 added to existing stakes and 42 trimmed.

The largest buyer was BlackRock, adding an estimated $4.58M. The largest seller was Stieven Capital Advisors, cutting an estimated $875K.

  • 141 institutional investors held Mercantile Bank Corp (MBWM) as of Q4 2023, up from 133 in Q3 2023.
  • Funds reported $386M of Mercantile Bank Corp stock for Q4 2023, up 36% quarter-over-quarter.
  • 21 funds opened new Mercantile Bank Corp positions in Q4 2023 and 12 closed out, a net change of +9 holders.
  • The largest Mercantile Bank Corp buyer in Q4 2023 was BlackRock, an estimated $4.58M added.
  • The largest Mercantile Bank Corp seller in Q4 2023 was Stieven Capital Advisors, an estimated $875K sold.

Based on aggregated 13F filings for Q4 2023.