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Meridian
MRBK

48 hedge funds and large institutions have $61M invested in Meridian in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

32% more capital invested

Capital invested by funds: $46.2M → $61M (+$14.8M)

9% more funds holding

Funds holding: 44 → 48 (+4)

1.92% more ownership

Funds ownership: 93.92% → 95.84% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
48
Holders Change
+4
Holders Change %
+9.09%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
20
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$736K
2
Renaissance Technologies
Renaissance Technologies
New York
+$476K
3
State Street
State Street
Massachusetts
+$405K
4
ACM
Ategra Capital Management
Virginia
+$376K
5
Barclays
Barclays
United Kingdom
+$309K

Top Sellers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
-$1.69M
2
BFC
Banc Funds Company
Illinois
-$535K
3
KCM
Kennedy Capital Management
Missouri
-$137K
4
MFP
Michael F. Price
-$119K
5
TRCT
Tower Research Capital (TRC)
New York
-$56.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jacobs Levy Equity Management
26
Jacobs Levy Equity Management
New Jersey
$283K +$259K +27,178 New
WFAG
27
Wescott Financial Advisory Group
Pennsylvania
$279K +$255K +26,798 New
Morgan Stanley
28
Morgan Stanley
New York
$261K +$181K +19,074 +314%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$258K +$10.9K +1,144 +5%
NFC
30
Northeast Financial Consultants
Connecticut
$208K – – –
Bank of America
31
Bank of America
North Carolina
$201K +$112K +11,824 +157%
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$168K – – –
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$133K +$122K +12,800 New
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$125K – – –
UBS Group
35
UBS Group
Switzerland
$81K -$152 -16 -0.2%
Deutsche Bank
36
Deutsche Bank
Germany
$79K +$20.2K +2,124 +39%
CFN
37
Cordasco Financial Network
Florida
$72K – – –
HFA
38
Hoover Financial Advisors
Pennsylvania
$64K +$57.1K +6,000 New
TRCT
39
Tower Research Capital (TRC)
New York
$42K -$56.6K -5,946 -59%
SO
40
STRS Ohio
Ohio
$29K – – –
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$26.9K +$5.06K +532 +26%
Citigroup
42
Citigroup
New York
$20K +$13.1K +1,372 +266%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$18K +$11.8K +1,236 +247%
AIP
44
Ameritas Investment Partners
Nebraska
$10K – – –
Legal & General Group
45
Legal & General Group
United Kingdom
$10K – – –
CAM
46
ClariVest Asset Management
California
$7K – – –
Federated Hermes
47
Federated Hermes
Pennsylvania
$6K +$5.35K +562 New
AIG
48
American International Group
New York
$65 -$1.71K -180 -3%
MCM
49
Maltese Capital Management
New York
– -$1.69M -210,000 Closed
EMFAT
50
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$14K -1,738 Closed
1
2

MRBK Hedge Fund Activity: Q4 2020 in Review

48 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Meridian (MRBK) for Q4 2020, worth a combined $61M — up 32% from $46.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MRBK positions and 2 closed out — a net gain of 4 holders — while 20 added to existing stakes and 9 trimmed.

The largest buyer was BlackRock, adding an estimated $736K. The largest seller was Maltese Capital Management, exiting entirely with an estimated $1.69M sold.

  • 48 institutional investors held Meridian (MRBK) as of Q4 2020, up from 44 in Q3 2020.
  • Funds reported $61M of Meridian stock for Q4 2020, up 32% quarter-over-quarter.
  • 6 funds opened new Meridian positions in Q4 2020 and 2 closed out, a net change of +4 holders.
  • The largest Meridian buyer in Q4 2020 was BlackRock, an estimated $736K added.
  • The largest Meridian seller in Q4 2020 was Maltese Capital Management, an estimated $1.69M sold.

Based on aggregated 13F filings for Q4 2020.