MRBK icon

Meridian
MRBK

Overview Fund Activity

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
Holders
43
Holders Change
–
Holders Change %
0%
% of All Funds
0.69%
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

1
FL
Fourthstone LLC
Missouri
$6.09M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$581K
3
MWP
Meridian Wealth Partners
Pennsylvania
$1.87M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.28M
5
TRCT
Tower Research Capital (TRC)
New York
$33.2K

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.77M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
3
BlackRock
BlackRock
New York
$1.95M
4
Millennium Management
Millennium Management
New York
$484K
5
QC
Quadrature Capital
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
26
HSBC Holdings
United Kingdom
$284K -$5.69K -583 -2%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$251K – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$225K -$15.9K -1,621 -7%
Citadel Advisors
29
Citadel Advisors
Florida
$205K -$637 -65 -0.3%
EM
30
ELCO Management
New York
$178K – – –
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$162K -$128K -13,058 -44%
Northern Trust
32
Northern Trust
Illinois
$157K -$705 -72 -0.4%
Morgan Stanley
33
Morgan Stanley
New York
$144K -$2.16K -220 -1%
Bank of America
34
Bank of America
North Carolina
$97K -$6.2K -633 -6%
UBS Group
35
UBS Group
Switzerland
$49K – – –
TRCT
36
Tower Research Capital (TRC)
New York
$33.2K +$33.2K +3,385 New
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$19.6K +$19.6K +1,998 New
SOW
38
State of Wyoming
Wyoming
$18.1K +$18.1K +1,851 New
Federated Hermes
39
Federated Hermes
Pennsylvania
$6.97K -$509 -52 -7%
IA
40
IFP Advisors
Florida
$6.61K +$6.61K +675 New
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$960 – – –
Wells Fargo
42
Wells Fargo
California
$646 +$20 +2 +3%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
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