We are live on ! Find out more
MRBK icon

Meridian
MRBK

41 hedge funds and large institutions have $61.5M invested in Meridian in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.47% more ownership

Funds ownership: 54.81% → 55.28% (+0.47%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less funds holding

Funds holding: 45 → 41 (-4)

17% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 18

28% less capital invested

Capital invested by funds: $85.2M → $61.5M (-$23.7M)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
41
Holders Change
-4
Holders Change %
-8.89%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
1
Increased
15
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$878K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$618K
3
SG
Strid Group
Pennsylvania
+$480K
4
Jane Street
Jane Street
New York
+$418K
5
MWP
Meridian Wealth Partners
Pennsylvania
+$269K

Top Sellers

Rank Fund Capital Flow
1
PU
Petiole USA
New York
-$1.12M
2
BlackRock
BlackRock
New York
-$251K
3
6CM
683 Capital Management
New York
-$221K
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$220K
5
ECM
ExodusPoint Capital Management
New York
-$217K
Name Holding Trade Value Shares
Change 		Change in
Stake
NFC
26
Northeast Financial Consultants
Connecticut
$281K -$55.3K -5,000 -15%
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$251K +$17.5K +1,582 +7%
Bank of America
28
Bank of America
North Carolina
$220K -$177K -16,018 -42%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$203K -$30.7K -2,781 -12%
EM
30
ELCO Management
New York
$179K -$2.21K -200 -1%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$167K -$38.4K -3,472 -17%
Northern Trust
32
Northern Trust
Illinois
$159K -$210 -19 -0.1%
Millennium Management
33
Millennium Management
New York
$157K -$83.3K -7,536 -32%
Morgan Stanley
34
Morgan Stanley
New York
$157K -$149K -13,439 -46%
Citigroup
35
Citigroup
New York
$140K +$17.3K +1,566 +12%
UBS Group
36
UBS Group
Switzerland
$56.5K -$6.11K -553 -9%
TRCT
37
Tower Research Capital (TRC)
New York
$15.6K +$7.86K +711 +83%
IA
38
IFP Advisors
Florida
$5.12K -$11.1K -1,003 -66%
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$972 – – –
Wells Fargo
40
Wells Fargo
California
$712 +$11 +1 +1%
JP Morgan Chase
41
JP Morgan Chase
New York
$159 -$40K -3,621 -100%
PU
42
Petiole USA
New York
– -$1.12M -80,741 Closed
6CM
43
683 Capital Management
New York
– -$221K -15,888 Closed
Balyasny Asset Management
44
Balyasny Asset Management
Illinois
– -$220K -15,814 Closed
ECM
45
ExodusPoint Capital Management
New York
– -$217K -15,587 Closed
Citadel Advisors
46
Citadel Advisors
Florida
– -$204K -14,678 Closed
1
2

MRBK Hedge Fund Activity: Q1 2024 in Review

41 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Meridian (MRBK) for Q1 2024, worth a combined $61.5M — down 28% from $85.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of MRBK and 1 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 15 added.

The largest buyer was Fourthstone LLC, adding an estimated $878K. The largest seller was Petiole USA, exiting entirely with an estimated $1.12M sold.

  • 41 institutional investors held Meridian (MRBK) as of Q1 2024, down from 45 in Q4 2023.
  • Funds reported $61.5M of Meridian stock for Q1 2024, down 28% quarter-over-quarter.
  • 1 fund opened new Meridian positions in Q1 2024 and 5 closed out, a net change of -4 holders.
  • The largest Meridian buyer in Q1 2024 was Fourthstone LLC, an estimated $878K added.
  • The largest Meridian seller in Q1 2024 was Petiole USA, an estimated $1.12M sold.

Based on aggregated 13F filings for Q1 2024.