Meridian
MRBK
47 hedge funds and large institutions have $80.7M invested in Meridian in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 6 closing their positions.
6% more capital invested
Capital invested by funds: $75.9M → $80.7M (+$4.81M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.61% less ownership
Funds ownership: 93.73% → 91.12% (-2.6%)
10% less funds holding
Funds holding: 52 → 47 (-5)
42% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 19
67% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$1.85M |
| 2 |
Two Sigma Investments
New York
|
+$284K |
| 3 |
Two Sigma Advisers
New York
|
+$195K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$128K |
| 5 |
MWP
Meridian Wealth Partners
Exton,
Pennsylvania
|
+$69K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$1.18M |
| 2 |
ACM
Ategra Capital Management
Vienna,
Virginia
|
-$838K |
| 3 |
Millennium Management
New York
|
-$829K |
| 4 |
Renaissance Technologies
New York
|
-$463K |
| 5 |
TEE
Tibra Equities Europe
London,
United Kingdom
|
-$328K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAM
51
Panagora Asset Management
Boston,
Massachusetts
| – | -$6K | -438 | Closed |
|
52
New York State Common Retirement Fund
Albany,
New York
| – | -$1K | -90 | Closed |
|
MRBK Hedge Fund Activity: Q3 2021 in Review
47 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Meridian (MRBK) for Q3 2021, worth a combined $80.7M — up 6.3% from $75.9M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of MRBK and 2 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 11 added.
The largest buyer was Fourthstone LLC, adding an estimated $1.85M. The largest seller was Banc Funds Company, cutting an estimated $1.18M.
- 47 institutional investors held Meridian (MRBK) as of Q3 2021, down from 52 in Q2 2021.
- Funds reported $80.7M of Meridian stock for Q3 2021, up 6.3% quarter-over-quarter.
- 2 funds opened new Meridian positions in Q3 2021 and 6 closed out, a net change of -4 holders.
- The largest Meridian buyer in Q3 2021 was Fourthstone LLC, an estimated $1.85M added.
- The largest Meridian seller in Q3 2021 was Banc Funds Company, an estimated $1.18M sold.
Based on aggregated 13F filings for Q3 2021.