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Meridian
MRBK

47 hedge funds and large institutions have $81.1M invested in Meridian in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 47 → 47 (0)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

17% less capital invested

Capital invested by funds: $97.9M → $81.1M (-$16.8M)

47% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 19

57.05% less ownership

Funds ownership: 113.54% → 56.48% (-57%)

Holders
47
Holders Change
–
Holders Change %
0%
% of All Funds
0.75%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
3
Increased
10
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$1.64M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$469K
3
Jane Street
Jane Street
New York
+$469K
4
Millennium Management
Millennium Management
New York
+$331K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$321K

Top Sellers

Rank Fund Capital Flow
1
JCP
Jennifer C. Price
-$3.42M
2
First Manhattan
First Manhattan
New York
-$905K
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$525K
4
BCM
BHZ Capital Management
California
-$291K
5
Renaissance Technologies
Renaissance Technologies
New York
-$274K
Name Holding Trade Value Shares
Change 		Change in
Stake
State Street
26
State Street
Massachusetts
$402K – – –
SFI
27
Susquehanna Fundamental Investments
Pennsylvania
$402K -$68.3K -4,475 -12%
Jane Street
28
Jane Street
New York
$387K +$469K +30,718 New
HSBC Holdings
29
HSBC Holdings
United Kingdom
$377K – – –
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$323K -$151K -9,873 -28%
EM
31
ELCO Management
New York
$319K – – –
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$302K +$168K +10,991 +85%
Morgan Stanley
33
Morgan Stanley
New York
$282K -$79.5K -5,208 -19%
Citigroup
34
Citigroup
New York
$207K +$46K +3,012 +23%
Northern Trust
35
Northern Trust
Illinois
$203K +$13.6K +894 +6%
Two Sigma Investments
36
Two Sigma Investments
New York
$194K -$64.9K -4,254 -22%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$180K -$1.53K -100 -0.7%
Citadel Advisors
38
Citadel Advisors
Florida
$169K +$205K +13,426 New
BCM
39
BHZ Capital Management
California
$161K -$291K -19,088 -60%
Bank of America
40
Bank of America
North Carolina
$149K -$1.31K -86 -0.7%
6CM
41
683 Capital Management
New York
$136K +$165K +10,810 New
UBS Group
42
UBS Group
Switzerland
$67.4K -$36.4K -2,385 -31%
Federated Hermes
43
Federated Hermes
Pennsylvania
$9.63K – – –
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$1.24K – – –
TRCT
45
Tower Research Capital (TRC)
New York
$1K -$11.9K -778 -90%
Wells Fargo
46
Wells Fargo
California
$809 -$1.8K -118 -65%
Russell Investments Group
47
Russell Investments Group
United Kingdom
– -$525K -34,682 Closed
Man Group
48
Man Group
United Kingdom
– -$215K -14,212 Closed
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
– -$217K -13,200 Closed
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MRBK Hedge Fund Activity: Q1 2023 in Review

47 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Meridian (MRBK) for Q1 2023, worth a combined $81.1M — down 17% from $97.9M a quarter earlier.

Fund positioning in MRBK was balanced in Q1 2023: 3 funds opened new positions, 3 closed out, 10 added to existing stakes and 19 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $1.64M. The largest seller was Jennifer C. Price, cutting an estimated $3.42M.

  • 47 institutional investors held Meridian (MRBK) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $81.1M of Meridian stock for Q1 2023, down 17% quarter-over-quarter.
  • 3 funds opened new Meridian positions in Q1 2023 and 3 closed out, a net change of 0 holders.
  • The largest Meridian buyer in Q1 2023 was Fourthstone LLC, an estimated $1.64M added.
  • The largest Meridian seller in Q1 2023 was Jennifer C. Price, an estimated $3.42M sold.

Based on aggregated 13F filings for Q1 2023.