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Meridian
MRBK

43 hedge funds and large institutions have $60.6M invested in Meridian in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.67% more ownership

Funds ownership: 54.71% → 55.38% (+0.67%)

0% more funds holding

Funds holding: 43 → 43 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0% less capital invested

Capital invested by funds: $60.7M → $60.6M (-$68.4K)

47% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 15

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
43
Holders Change
–
Holders Change %
0%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
5
Increased
8
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$669K
3
MWP
Meridian Wealth Partners
Pennsylvania
+$227K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$41.1K
5
TRCT
Tower Research Capital (TRC)
New York
+$38.1K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$789K
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$463K
3
BlackRock
BlackRock
New York
-$430K
4
Millennium Management
Millennium Management
New York
-$393K
5
QC
Quadrature Capital
United Kingdom
-$215K
Name Holding Trade Value Shares
Change 		Change in
Stake
HSBC Holdings
26
HSBC Holdings
United Kingdom
$284K -$6.57K -583 -2%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$251K – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$225K -$18.3K -1,621 -7%
Citadel Advisors
29
Citadel Advisors
Florida
$205K -$732 -65 -0.3%
EM
30
ELCO Management
New York
$178K – – –
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$162K -$147K -13,058 -44%
Northern Trust
32
Northern Trust
Illinois
$157K -$811 -72 -0.4%
Morgan Stanley
33
Morgan Stanley
New York
$144K -$2.48K -220 -1%
Bank of America
34
Bank of America
North Carolina
$97K -$7.13K -633 -6%
UBS Group
35
UBS Group
Switzerland
$49K – – –
TRCT
36
Tower Research Capital (TRC)
New York
$33.2K +$38.1K +3,385 New
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$19.6K +$22.5K +1,998 New
SOW
38
State of Wyoming
Wyoming
$18.1K +$20.9K +1,851 New
Federated Hermes
39
Federated Hermes
Pennsylvania
$6.97K -$586 -52 -7%
IA
40
IFP Advisors
Florida
$6.61K +$7.61K +675 New
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$960 – – –
Wells Fargo
42
Wells Fargo
California
$646 +$23 +2 +3%
JP Morgan Chase
43
JP Morgan Chase
New York
$157 – – –
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
– -$463K -45,477 Closed
QC
45
Quadrature Capital
United Kingdom
– -$215K -21,712 Closed
Man Group
46
Man Group
United Kingdom
– -$207K -21,123 Closed
SFI
47
Susquehanna Fundamental Investments
Pennsylvania
– -$146K -14,934 Closed
Two Sigma Advisers
48
Two Sigma Advisers
New York
– -$102K -10,400 Closed
1
2

MRBK Hedge Fund Activity: Q3 2023 in Review

43 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Meridian (MRBK) for Q3 2023, worth a combined $60.6M — down 0.11% from $60.7M a quarter earlier.

Fund positioning in MRBK was balanced in Q3 2023: 5 funds opened new positions, 5 closed out, 8 added to existing stakes and 15 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $2M. The largest seller was Fidelity Investments, cutting an estimated $789K.

  • 43 institutional investors held Meridian (MRBK) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $60.6M of Meridian stock for Q3 2023, down 0.11% quarter-over-quarter.
  • 5 funds opened new Meridian positions in Q3 2023 and 5 closed out, a net change of 0 holders.
  • The largest Meridian buyer in Q3 2023 was Fourthstone LLC, an estimated $2M added.
  • The largest Meridian seller in Q3 2023 was Fidelity Investments, an estimated $789K sold.

Based on aggregated 13F filings for Q3 2023.