Meridian
MRBK
55 hedge funds and large institutions have $81.5M invested in Meridian in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
83% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 12
33% more capital invested
Capital invested by funds: $61M → $81.5M (+$20.4M)
15% more funds holding
Funds holding: 48 → 55 (+7)
5.84% more ownership
Funds ownership: 95.84% → 101.68% (+5.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$948K |
| 2 |
ACM
Ategra Capital Management
Vienna,
Virginia
|
+$889K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$869K |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$517K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$515K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
BHZ Capital Management
San Jose,
California
|
-$1.19M |
| 2 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$798K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$189K |
| 4 |
Morgan Stanley
New York
|
-$156K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$135K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Citigroup
New York
| $9K | -$13.8K | -1,176 | -62% |
|
|
CAM
52
ClariVest Asset Management
San Diego,
California
| $9K | – | – | – |
|
53
Federated Hermes
Pittsburgh,
Pennsylvania
| $9K | +$1.46K | +124 | +22% |
|
54
Bank of Montreal
Toronto,
Ontario, Canada
| $5K | -$15.9K | -1,352 | -78% |
|
|
AIG
55
American International Group
New York
| $81 | +$212 | +18 | +0.3% |
|
|
BCM
56
BHZ Capital Management
San Jose,
California
| – | -$1.19M | -114,042 | Closed |
|
MRBK Hedge Fund Activity: Q1 2021 in Review
55 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Meridian (MRBK) for Q1 2021, worth a combined $81.5M — up 33% from $61M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new MRBK positions and 1 closed out — a net gain of 7 holders — while 22 added to existing stakes and 12 trimmed.
The largest buyer was BlackRock, adding an estimated $948K. The largest seller was BHZ Capital Management, exiting entirely with an estimated $1.19M sold.
- 55 institutional investors held Meridian (MRBK) as of Q1 2021, up from 48 in Q4 2020.
- Funds reported $81.5M of Meridian stock for Q1 2021, up 33% quarter-over-quarter.
- 8 funds opened new Meridian positions in Q1 2021 and 1 closed out, a net change of +7 holders.
- The largest Meridian buyer in Q1 2021 was BlackRock, an estimated $948K added.
- The largest Meridian seller in Q1 2021 was BHZ Capital Management, an estimated $1.19M sold.
Based on aggregated 13F filings for Q1 2021.