We are live on ! Find out more
MRBK icon

Meridian
MRBK

53 hedge funds and large institutions have $127M invested in Meridian in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

58% more capital invested

Capital invested by funds: $80.7M → $127M (+$46.7M)

22.9% more ownership

Funds ownership: 91.12% → 114.02% (+23%)

13% more funds holding

Funds holding: 47 → 53 (+6)

24% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 17

Holders
53
Holders Change
+6
Holders Change %
+12.77%
% of All Funds
0.82%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
10
Increased
13
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EI
EAM Investors
California
+$1.26M
2
LSV Asset Management
LSV Asset Management
Illinois
+$494K
3
BlackRock
BlackRock
New York
+$300K
4
GVAG
Great Valley Advisor Group
Delaware
+$209K
5
SCA
Stillwater Capital Advisors
Pennsylvania
+$185K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$753K
2
FL
Fourthstone LLC
Missouri
-$665K
3
AA
Ancora Advisors
Ohio
-$573K
4
E
Ergoteles
New York
-$497K
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$472K
Name Holding Trade Value Shares
Change 		Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$637K – – –
NFC
27
Northeast Financial Consultants
Connecticut
$613K – – –
GC
28
Globeflex Capital
California
$590K +$113K +6,820 +27%
LSV Asset Management
29
LSV Asset Management
Illinois
$550K +$494K +29,936 New
HSBC Holdings
30
HSBC Holdings
United Kingdom
$521K – – –
Two Sigma Investments
31
Two Sigma Investments
New York
$471K +$76.7K +4,646 +22%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$441K +$158K +9,594 +67%
WFAG
33
Wescott Financial Advisory Group
Pennsylvania
$434K -$52.5K -3,180 -12%
State Street
34
State Street
Massachusetts
$403K +$6.6K +400 +2%
Jacobs Levy Equity Management
35
Jacobs Levy Equity Management
New Jersey
$360K -$472K -28,606 -59%
Northern Trust
36
Northern Trust
Illinois
$343K -$12.2K -742 -4%
Morgan Stanley
37
Morgan Stanley
New York
$330K +$3.2K +194 +1%
E
38
Ergoteles
New York
$306K -$497K -30,124 -64%
EA
39
Emerald Advisers
Pennsylvania
$257K -$194K -11,754 -46%
Bank of America
40
Bank of America
North Carolina
$233K -$1.19K -72 -0.6%
GVAG
41
Great Valley Advisor Group
Delaware
$233K +$209K +12,662 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$217K – – –
SCA
43
Stillwater Capital Advisors
Pennsylvania
$206K +$185K +11,224 New
CFN
44
Cordasco Financial Network
Florida
$127K – – –
CA
45
Cornerstone Advisory
Maryland
$116K +$104K +6,296 New
UBS Group
46
UBS Group
Switzerland
$92K -$8.25K -500 -9%
Optiver Holding
47
Optiver Holding
Netherlands
$35K – – –
Federated Hermes
48
Federated Hermes
Pennsylvania
$20K – – –
Wells Fargo
49
Wells Fargo
California
$16K +$13.2K +800 +1,333%
CAM
50
ClariVest Asset Management
California
$13K – – –
1
2
3

MRBK Hedge Fund Activity: Q4 2021 in Review

53 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Meridian (MRBK) for Q4 2021, worth a combined $127M — up 58% from $80.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MRBK positions and 4 closed out — a net gain of 6 holders — while 13 added to existing stakes and 17 trimmed.

The largest buyer was EAM Investors, opening a new position worth an estimated $1.26M. The largest seller was Vanguard Group, cutting an estimated $753K.

  • 53 institutional investors held Meridian (MRBK) as of Q4 2021, up from 47 in Q3 2021.
  • Funds reported $127M of Meridian stock for Q4 2021, up 58% quarter-over-quarter.
  • 10 funds opened new Meridian positions in Q4 2021 and 4 closed out, a net change of +6 holders.
  • The largest Meridian buyer in Q4 2021 was EAM Investors, an estimated $1.26M added.
  • The largest Meridian seller in Q4 2021 was Vanguard Group, an estimated $753K sold.

Based on aggregated 13F filings for Q4 2021.