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Meridian
MRBK

50 hedge funds and large institutions have $112M invested in Meridian in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.63% less ownership

Funds ownership: 114.02% → 113.4% (-0.63%)

6% less funds holding

Funds holding: 53 → 50 (-3)

12% less capital invested

Capital invested by funds: $127M → $112M (-$15.9M)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
0.79%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
2
Increased
18
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$915K
2
FL
Fourthstone LLC
Missouri
+$902K
3
LSV Asset Management
LSV Asset Management
Illinois
+$500K
4
Millennium Management
Millennium Management
New York
+$309K
5
BCM
Bridgeway Capital Management
Texas
+$293K

Top Sellers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
-$834K
2
Vanguard Group
Vanguard Group
Pennsylvania
-$455K
3
ACM
Ategra Capital Management
Virginia
-$395K
4
Renaissance Technologies
Renaissance Technologies
New York
-$372K
5
E
Ergoteles
New York
-$306K
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$576K +$182K +10,262 +40%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$556K – – –
Two Sigma Advisers
28
Two Sigma Advisers
New York
$536K +$166K +9,400 +39%
NFC
29
Northeast Financial Consultants
Connecticut
$535K – – –
GC
30
Globeflex Capital
California
$515K – – –
HSBC Holdings
31
HSBC Holdings
United Kingdom
$464K – – –
State Street
32
State Street
Massachusetts
$413K +$67.2K +3,796 +17%
WFAG
33
Wescott Financial Advisory Group
Pennsylvania
$353K -$28.3K -1,600 -7%
Jacobs Levy Equity Management
34
Jacobs Levy Equity Management
New Jersey
$309K -$5.24K -296 -2%
Northern Trust
35
Northern Trust
Illinois
$299K -$673 -38 -0.2%
Morgan Stanley
36
Morgan Stanley
New York
$287K -$1.31K -74 -0.4%
GVAG
37
Great Valley Advisor Group
Delaware
$203K – – –
Bank of America
38
Bank of America
North Carolina
$201K -$2.9K -164 -1%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$192K +$3.15K +178 +2%
CFN
40
Cordasco Financial Network
Florida
$110K – – –
UBS Group
41
UBS Group
Switzerland
$95K +$17K +962 +19%
EA
42
Emerald Advisers
Pennsylvania
$22K -$223K -12,614 -90%
Wells Fargo
43
Wells Fargo
California
$18K +$4.28K +242 +28%
Federated Hermes
44
Federated Hermes
Pennsylvania
$17K – – –
Osaic Holdings
45
Osaic Holdings
Arizona
$12K +$12.3K +694 +1,735%
CAM
46
ClariVest Asset Management
California
$8K -$3.26K -184 -26%
TRCT
47
Tower Research Capital (TRC)
New York
$5K +$5.98K +338 New
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$1.57K -$2.65K -150 -60%
KCM
49
Kennedy Capital Management
Missouri
– -$834K -45,358 Closed
E
50
Ergoteles
New York
– -$306K -16,670 Closed
1
2
3

MRBK Hedge Fund Activity: Q1 2022 in Review

50 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Meridian (MRBK) for Q1 2022, worth a combined $112M — down 12% from $127M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of MRBK and 2 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 18 added.

The largest buyer was Fidelity Investments, adding an estimated $915K. The largest seller was Kennedy Capital Management, exiting entirely with an estimated $834K sold.

  • 50 institutional investors held Meridian (MRBK) as of Q1 2022, down from 53 in Q4 2021.
  • Funds reported $112M of Meridian stock for Q1 2022, down 12% quarter-over-quarter.
  • 2 funds opened new Meridian positions in Q1 2022 and 5 closed out, a net change of -3 holders.
  • The largest Meridian buyer in Q1 2022 was Fidelity Investments, an estimated $915K added.
  • The largest Meridian seller in Q1 2022 was Kennedy Capital Management, an estimated $834K sold.

Based on aggregated 13F filings for Q1 2022.