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Meridian
MRBK

Overview Fund Activity

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
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

1
BlackRock
1
BlackRock
New York
$7.98M
2
ACM
2
Ategra Capital Management
Virginia
$13M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$2.02M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$925K
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$892K

Top Sellers

1
BCM
1
BHZ Capital Management
California
$0
2
BFC
2
Banc Funds Company
Illinois
$12.5M
3
Wells Fargo
3
Wells Fargo
California
$407K
4
Morgan Stanley
4
Morgan Stanley
New York
$155K
5
Northern Trust
5
Northern Trust
Illinois
$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$367K – – –
EA
27
Emerald Advisers
Pennsylvania
$355K -$64.2K -4,940 -15%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$353K -$3.32K -260 -0.9%
WFAG
29
Wescott Financial Advisory Group
Pennsylvania
$348K – – –
Citadel Advisors
30
Citadel Advisors
Florida
$325K +$325K +25,036 New
Bank of America
31
Bank of America
North Carolina
$315K +$62.8K +4,820 +25%
WCM
32
Wedge Capital Management
North Carolina
$312K +$312K +24,008 New
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$238K +$238K +18,342 New
PAM
34
Panagora Asset Management
Massachusetts
$230K +$230K +17,680 New
MSL
35
Mackay Shields LLC
New York
$221K +$221K +17,000 New
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$211K – – –
TI
37
Trexquant Investment
Connecticut
$201K +$201K +15,490 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$169K +$2.6K +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 -$172K -13,232 -53%
UBS Group
41
UBS Group
Switzerland
$105K +$4.62K +356 +5%
HFA
42
Hoover Financial Advisors
Pennsylvania
$104K +$26.3K +2,034 +34%
CFN
43
Cordasco Financial Network
Florida
$89K – – –
Deutsche Bank
44
Deutsche Bank
Germany
$88K -$10.9K -838 -11%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$59K +$25.3K +1,948 +75%
Ohio Public Employees Retirement System (OPERS)
46
Ohio Public Employees Retirement System (OPERS)
Ohio
$55K +$55K +4,224 New
SO
47
STRS Ohio
Ohio
$36K – – –
TRCT
48
Tower Research Capital (TRC)
New York
$14K -$39.7K -3,018 -74%
Legal & General Group
49
Legal & General Group
United Kingdom
$12K – – –
AIP
50
Ameritas Investment Partners
Nebraska
$12K – – –
1
2
3