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Mercantile Bank Corp

115 hedge funds and large institutions have $269M invested in Mercantile Bank Corp in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 38 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

3% more funds holding

Funds holding: 112115 (+3)

4% more capital invested

Capital invested by funds: $260M → $269M (+$9.23M)

0.38% less ownership

Funds ownership: 53.23%52.84% (-0.38%)

7% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 41

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $33K

Holders
115
Holders Change
+3
Holders Change %
+2.68%
% of All Funds
2.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
38
Reduced
41
Closed
5
Calls
Puts
$33K
Net Calls
-$33K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
101
Liberty Wealth Management
California
$11K +$5.3K +171 +102%
CFFP
102
Center for Financial Planning
Michigan
$9K
Macquarie Group
103
Macquarie Group
Australia
$9K
JFGIW
104
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K
OSAM
105
O'Shaughnessy Asset Management
Connecticut
$5K
IA
106
IFP Advisors
Florida
$4K +$558 +18 +19%
PA
107
Parallel Advisors
California
$4K +$2.04K +66 +138%
WWMSC
108
Wagner Wealth Management (South Carolina)
South Carolina
$3K
BCA
109
Berman Capital Advisors
Georgia
$3K +$2.2K +71 +173%
QCG
110
Quadrant Capital Group
Ohio
$2K -$5.17K -167 -76%
S
111
SignatureFD
Georgia
$2K -$434 -14 -19%
PCG
112
Private Capital Group
Connecticut
$2K
Simplex Trading
113
Simplex Trading
Illinois
$1K
Nisa Investment Advisors
114
Nisa Investment Advisors
Missouri
$91
TI
115
Trexquant Investment
Connecticut
-$268K -8,868 Closed
California Public Employees Retirement System
116
California Public Employees Retirement System
California
-$238K -7,867 Closed
Commonwealth Equity Services
117
Commonwealth Equity Services
Massachusetts
-$216K -7,179 Closed
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
-$3K -99 Closed
EFSCE
119
Enterprise Financial Services Corp (EFSC)
Missouri
-$1K -28 Closed
GWS
120
Glassman Wealth Services
Virginia
+$186 +6 New

MBWM Hedge Fund Activity: Q3 2021 in Review

115 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Mercantile Bank Corp (MBWM) for Q3 2021, worth a combined $269M — up 3.6% from $260M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MBWM positions and 5 closed out — a net gain of 3 holders — while 38 added to existing stakes and 41 trimmed.

The largest buyer was BHZ Capital Management, adding an estimated $634K. The largest seller was Banc Funds Company, cutting an estimated $2.55M.

  • 115 institutional investors held Mercantile Bank Corp (MBWM) as of Q3 2021, up from 112 in Q2 2021.
  • Funds reported $269M of Mercantile Bank Corp stock for Q3 2021, up 3.6% quarter-over-quarter.
  • 8 funds opened new Mercantile Bank Corp positions in Q3 2021 and 5 closed out, a net change of +3 holders.
  • The largest Mercantile Bank Corp buyer in Q3 2021 was BHZ Capital Management, an estimated $634K added.
  • The largest Mercantile Bank Corp seller in Q3 2021 was Banc Funds Company, an estimated $2.55M sold.

Based on aggregated 13F filings for Q3 2021.