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Meridian
MRBK

Overview Fund Activity

40 hedge funds and large institutions have $104M invested in Meridian in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
-10
Holders Change %
-20%
% of All Funds
0.68%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
1
Increased
12
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FL
1
Fourthstone LLC
Missouri
$4.88M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.99M
3
MWP
3
Meridian Wealth Partners
Pennsylvania
$2.3M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.66M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$1.03M

Top Sellers

1
EI
1
EAM Investors
California
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$1.02M
3
WFAG
3
Wescott Financial Advisory Group
Pennsylvania
$0
4
Millennium Management
4
Millennium Management
New York
$1.75M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
26
Globeflex Capital
California
$486K – – –
State Street
27
State Street
Massachusetts
$445K +$54.7K +3,606 +14%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$426K – – –
Two Sigma Investments
29
Two Sigma Investments
New York
$365K -$179K -11,800 -33%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$303K -$203K -13,400 -40%
Morgan Stanley
31
Morgan Stanley
New York
$268K -$2.75K -182 -1%
Northern Trust
32
Northern Trust
Illinois
$242K -$40.2K -2,648 -14%
Bank of America
33
Bank of America
North Carolina
$189K -$485 -32 -0.3%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$179K -$2.7K -178 -1%
UBS Group
35
UBS Group
Switzerland
$97K +$6.27K +412 +7%
Wells Fargo
36
Wells Fargo
California
$17K +$123 +8 +0.7%
Federated Hermes
37
Federated Hermes
Pennsylvania
$16K – – –
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$1.61K +$121 +8 +8%
TRCT
39
Tower Research Capital (TRC)
New York
$1K -$3.45K -262 -78%
EI
40
EAM Investors
California
– -$955K -59,502 Closed
WFAG
41
Wescott Financial Advisory Group
Pennsylvania
– -$353K -22,018 Closed
Jacobs Levy Equity Management
42
Jacobs Levy Equity Management
New Jersey
– -$309K -19,276 Closed
GVAG
43
Great Valley Advisor Group
Delaware
– -$203K -12,662 Closed
CFN
44
Cordasco Financial Network
Florida
– -$110K -6,882 Closed
EA
45
Emerald Advisers
Pennsylvania
– -$22K -1,350 Closed
Osaic Holdings
46
Osaic Holdings
Arizona
– -$12K -734 Closed
CAM
47
ClariVest Asset Management
California
– -$8K -524 Closed
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