We are live on ! Find out more
MRBK icon

Meridian
MRBK

45 hedge funds and large institutions have $85.2M invested in Meridian in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

40% more capital invested

Capital invested by funds: $60.6M → $85.2M (+$24.5M)

5% more funds holding

Funds holding: 43 → 45 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.57% less ownership

Funds ownership: 55.38% → 54.81% (-0.57%)

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
16
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$4.81M
2
BFC
Banc Funds Company
Illinois
+$628K
3
Bank of America
Bank of America
North Carolina
+$329K
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$253K
5
Jane Street
Jane Street
New York
+$191K

Top Sellers

Rank Fund Capital Flow
1
PU
Petiole USA
New York
-$2.04M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.77M
3
ACM
Ategra Capital Management
Virginia
-$919K
4
Millennium Management
Millennium Management
New York
-$303K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$296K
Name Holding Trade Value Shares
Change 		Change in
Stake
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$356K – – –
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$344K +$95.6K +8,225 +50%
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$330K +$253K +21,734 +1,088%
Millennium Management
29
Millennium Management
New York
$325K -$303K -26,042 -53%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$324K +$3.27K +281 +1%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$282K -$296K -25,450 -56%
EM
32
ELCO Management
New York
$253K – – –
Jane Street
33
Jane Street
New York
$229K +$191K +16,464 New
Northern Trust
34
Northern Trust
Illinois
$223K – – –
6CM
35
683 Capital Management
New York
$221K +$185K +15,888 New
Balyasny Asset Management
36
Balyasny Asset Management
Illinois
$220K +$184K +15,814 New
ECM
37
ExodusPoint Capital Management
New York
$217K +$181K +15,587 New
Citadel Advisors
38
Citadel Advisors
Florida
$204K -$72.7K -6,252 -30%
Citigroup
39
Citigroup
New York
$174K +$146K +12,552 New
UBS Group
40
UBS Group
Switzerland
$86.9K +$14.5K +1,249 +25%
JP Morgan Chase
41
JP Morgan Chase
New York
$50.6K +$42.1K +3,621 +22,631%
IA
42
IFP Advisors
Florida
$21.1K +$9.81K +844 +125%
TRCT
43
Tower Research Capital (TRC)
New York
$12K -$29.4K -2,525 -75%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$1.36K – – –
Wells Fargo
45
Wells Fargo
California
$986 +$58 +5 +8%
Fidelity Investments
46
Fidelity Investments
Massachusetts
– -$1.77M -181,189 Closed
SOW
47
State of Wyoming
Wyoming
– -$18.1K -1,851 Closed
Federated Hermes
48
Federated Hermes
Pennsylvania
– -$6.97K -712 Closed
1
2

MRBK Hedge Fund Activity: Q4 2023 in Review

45 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Meridian (MRBK) for Q4 2023, worth a combined $85.2M — up 40% from $60.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MRBK positions and 3 closed out — a net gain of 3 holders — while 16 added to existing stakes and 10 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $4.81M. The largest seller was Petiole USA, cutting an estimated $2.04M.

  • 45 institutional investors held Meridian (MRBK) as of Q4 2023, up from 43 in Q3 2023.
  • Funds reported $85.2M of Meridian stock for Q4 2023, up 40% quarter-over-quarter.
  • 6 funds opened new Meridian positions in Q4 2023 and 3 closed out, a net change of +3 holders.
  • The largest Meridian buyer in Q4 2023 was Fourthstone LLC, an estimated $4.81M added.
  • The largest Meridian seller in Q4 2023 was Petiole USA, an estimated $2.04M sold.

Based on aggregated 13F filings for Q4 2023.