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Meridian
MRBK

41 hedge funds and large institutions have $97.9M invested in Meridian in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

3% more funds holding

Funds holding: 40 → 41 (+1)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.4% less ownership

Funds ownership: 111.85% → 111.45% (-0.4%)

5% less capital invested

Capital invested by funds: $104M → $97.9M (-$5.67M)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.71%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
2
Increased
12
Reduced
15
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WCP
Wick Capital Partners
Pennsylvania
+$2.14M
2
BlackRock
BlackRock
New York
+$804K
3
ACM
Ategra Capital Management
Virginia
+$392K
4
MWP
Meridian Wealth Partners
Pennsylvania
+$258K
5
LSV Asset Management
LSV Asset Management
Illinois
+$83.7K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.08M
2
FL
Fourthstone LLC
Missouri
-$1.26M
3
GC
Globeflex Capital
California
-$486K
4
Renaissance Technologies
Renaissance Technologies
New York
-$369K
5
BFC
Banc Funds Company
Illinois
-$357K
Name Holding Trade Value Shares
Change 		Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$505K – – –
NFC
27
Northeast Financial Consultants
Connecticut
$486K – – –
HSBC Holdings
28
HSBC Holdings
United Kingdom
$431K +$13K +874 +3%
State Street
29
State Street
Massachusetts
$408K -$20.8K -1,400 -5%
Two Sigma Investments
30
Two Sigma Investments
New York
$296K -$56.5K -3,800 -16%
Morgan Stanley
31
Morgan Stanley
New York
$257K -$1.01K -68 -0.4%
Northern Trust
32
Northern Trust
Illinois
$222K -$10.5K -706 -4%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$210K -$83.2K -5,600 -28%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$190K +$18.2K +1,222 +10%
Bank of America
35
Bank of America
North Carolina
$182K – – –
UBS Group
36
UBS Group
Switzerland
$96K +$2.53K +170 +3%
Wells Fargo
37
Wells Fargo
California
$17K -$30 -2 -0.2%
Federated Hermes
38
Federated Hermes
Pennsylvania
$11K -$4.67K -314 -29%
TRCT
39
Tower Research Capital (TRC)
New York
$8K +$6.51K +438 +576%
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$1.98K +$446 +30 +28%
GC
41
Globeflex Capital
California
– -$486K -32,104 Closed
1
2

MRBK Hedge Fund Activity: Q3 2022 in Review

41 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Meridian (MRBK) for Q3 2022, worth a combined $97.9M — down 5.5% from $104M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new MRBK positions and 1 closed out — a net gain of 1 holder — while 12 added to existing stakes and 15 trimmed.

The largest buyer was Wick Capital Partners, opening a new position worth an estimated $2.14M. The largest seller was Fidelity Investments, cutting an estimated $3.08M.

  • 41 institutional investors held Meridian (MRBK) as of Q3 2022, up from 40 in Q2 2022.
  • Funds reported $97.9M of Meridian stock for Q3 2022, down 5.5% quarter-over-quarter.
  • 2 funds opened new Meridian positions in Q3 2022 and 1 closed out, a net change of +1 holder.
  • The largest Meridian buyer in Q3 2022 was Wick Capital Partners, an estimated $2.14M added.
  • The largest Meridian seller in Q3 2022 was Fidelity Investments, an estimated $3.08M sold.

Based on aggregated 13F filings for Q3 2022.