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Meridian
MRBK

47 hedge funds and large institutions have $80.7M invested in Meridian in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $75.9M → $80.7M (+$4.81M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.61% less ownership

Funds ownership: 93.73% → 91.12% (-2.6%)

10% less funds holding

Funds holding: 52 → 47 (-5)

42% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 19

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
47
Holders Change
-5
Holders Change %
-9.62%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
11
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$1.85M
2
Two Sigma Investments
Two Sigma Investments
New York
+$284K
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$195K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$128K
5
MWP
Meridian Wealth Partners
Pennsylvania
+$69K

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$1.18M
2
ACM
Ategra Capital Management
Virginia
-$838K
3
Millennium Management
Millennium Management
New York
-$829K
4
Renaissance Technologies
Renaissance Technologies
New York
-$463K
5
TEE
Tibra Equities Europe
United Kingdom
-$328K
Name Holding Trade Value Shares
Change 		Change in
Stake
HSBC Holdings
26
HSBC Holdings
United Kingdom
$405K +$16.4K +1,206 +4%
WFAG
27
Wescott Financial Advisory Group
Pennsylvania
$384K – – –
EA
28
Emerald Advisers
Pennsylvania
$369K – – –
GC
29
Globeflex Capital
California
$362K – – –
State Street
30
State Street
Massachusetts
$309K +$38K +2,800 +15%
HF
31
HRT Financial
New York
$301K -$31.8K -2,344 -10%
Two Sigma Investments
32
Two Sigma Investments
New York
$301K +$284K +20,972 New
Northern Trust
33
Northern Trust
Illinois
$278K +$28.8K +2,122 +12%
Morgan Stanley
34
Morgan Stanley
New York
$255K -$5.56K -410 -2%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$207K +$195K +14,406 New
Bank of America
36
Bank of America
North Carolina
$183K -$28.1K -2,070 -14%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$170K -$49.3K -3,634 -24%
CFN
38
Cordasco Financial Network
Florida
$99K – – –
UBS Group
39
UBS Group
Switzerland
$79K -$31.8K -2,348 -30%
Ohio Public Employees Retirement System (OPERS)
40
Ohio Public Employees Retirement System (OPERS)
Ohio
$61K – – –
Optiver Holding
41
Optiver Holding
Netherlands
$35K – – –
Federated Hermes
42
Federated Hermes
Pennsylvania
$16K +$2.66K +196 +22%
CAM
43
ClariVest Asset Management
California
$10K – – –
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$3.98K -$9.76K -720 -72%
TRCT
45
Tower Research Capital (TRC)
New York
$2K -$13.4K -990 -85%
JP Morgan Chase
46
JP Morgan Chase
New York
$1K -$22.3K -1,646 -97%
Wells Fargo
47
Wells Fargo
California
$1K -$54 -4 -6%
TEE
48
Tibra Equities Europe
United Kingdom
– -$328K -25,000 Closed
Marshall Wace
49
Marshall Wace
United Kingdom
– -$301K -22,896 Closed
Squarepoint
50
Squarepoint
New York
– -$220K -16,730 Closed
1
2
3

MRBK Hedge Fund Activity: Q3 2021 in Review

47 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Meridian (MRBK) for Q3 2021, worth a combined $80.7M — up 6.3% from $75.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of MRBK and 2 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 11 added.

The largest buyer was Fourthstone LLC, adding an estimated $1.85M. The largest seller was Banc Funds Company, cutting an estimated $1.18M.

  • 47 institutional investors held Meridian (MRBK) as of Q3 2021, down from 52 in Q2 2021.
  • Funds reported $80.7M of Meridian stock for Q3 2021, up 6.3% quarter-over-quarter.
  • 2 funds opened new Meridian positions in Q3 2021 and 6 closed out, a net change of -4 holders.
  • The largest Meridian buyer in Q3 2021 was Fourthstone LLC, an estimated $1.85M added.
  • The largest Meridian seller in Q3 2021 was Banc Funds Company, an estimated $1.18M sold.

Based on aggregated 13F filings for Q3 2021.