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Meridian
MRBK

55 hedge funds and large institutions have $81.5M invested in Meridian in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

83% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 12

33% more capital invested

Capital invested by funds: $61M → $81.5M (+$20.4M)

15% more funds holding

Funds holding: 48 → 55 (+7)

5.84% more ownership

Funds ownership: 95.84% → 101.68% (+5.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
55
Holders Change
+7
Holders Change %
+14.58%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
22
Reduced
12
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$948K
2
ACM
Ategra Capital Management
Virginia
+$889K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$869K
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$517K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$515K

Top Sellers

Rank Fund Capital Flow
1
BCM
BHZ Capital Management
California
-$1.19M
2
BFC
Banc Funds Company
Illinois
-$798K
3
Wells Fargo
Wells Fargo
California
-$189K
4
Morgan Stanley
Morgan Stanley
New York
-$156K
5
Northern Trust
Northern Trust
Illinois
-$135K
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$367K – – –
EA
27
Emerald Advisers
Pennsylvania
$355K -$58.1K -4,940 -15%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$353K -$3.06K -260 -0.9%
WFAG
29
Wescott Financial Advisory Group
Pennsylvania
$348K – – –
Citadel Advisors
30
Citadel Advisors
Florida
$325K +$294K +25,036 New
Bank of America
31
Bank of America
North Carolina
$315K +$56.7K +4,820 +25%
WCM
32
Wedge Capital Management
North Carolina
$312K +$282K +24,008 New
N
33
Nuveen
North Carolina
$238K +$216K +18,342 New
PAM
34
Panagora Asset Management
Massachusetts
$230K +$208K +17,680 New
MSL
35
Mackay Shields LLC
New York
$221K +$200K +17,000 New
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$211K – – –
TI
37
Trexquant Investment
Connecticut
$201K +$182K +15,490 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$169K +$2.35K +200 +2%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$156K – – –
Morgan Stanley
40
Morgan Stanley
New York
$155K -$156K -13,232 -53%
UBS Group
41
UBS Group
Switzerland
$105K +$4.18K +356 +5%
HFA
42
Hoover Financial Advisors
Pennsylvania
$104K +$23.9K +2,034 +34%
CFN
43
Cordasco Financial Network
Florida
$89K – – –
Deutsche Bank
44
Deutsche Bank
Germany
$88K -$9.85K -838 -11%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$59K +$22.9K +1,948 +75%
Ohio Public Employees Retirement System (OPERS)
46
Ohio Public Employees Retirement System (OPERS)
Ohio
$55K +$49.6K +4,224 New
SO
47
STRS Ohio
Ohio
$36K – – –
TRCT
48
Tower Research Capital (TRC)
New York
$14K -$35.5K -3,018 -74%
AIP
49
Ameritas Investment Partners
Nebraska
$12K – – –
Legal & General Group
50
Legal & General Group
United Kingdom
$12K – – –
1
2
3

MRBK Hedge Fund Activity: Q1 2021 in Review

55 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Meridian (MRBK) for Q1 2021, worth a combined $81.5M — up 33% from $61M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MRBK positions and 1 closed out — a net gain of 7 holders — while 22 added to existing stakes and 12 trimmed.

The largest buyer was BlackRock, adding an estimated $948K. The largest seller was BHZ Capital Management, exiting entirely with an estimated $1.19M sold.

  • 55 institutional investors held Meridian (MRBK) as of Q1 2021, up from 48 in Q4 2020.
  • Funds reported $81.5M of Meridian stock for Q1 2021, up 33% quarter-over-quarter.
  • 8 funds opened new Meridian positions in Q1 2021 and 1 closed out, a net change of +7 holders.
  • The largest Meridian buyer in Q1 2021 was BlackRock, an estimated $948K added.
  • The largest Meridian seller in Q1 2021 was BHZ Capital Management, an estimated $1.19M sold.

Based on aggregated 13F filings for Q1 2021.