Meridian
MRBK
50 hedge funds and large institutions have $112M invested in Meridian in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 5 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 17
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.63% less ownership
Funds ownership: 114.02% → 113.4% (-0.63%)
6% less funds holding
Funds holding: 53 → 50 (-3)
12% less capital invested
Capital invested by funds: $127M → $112M (-$15.9M)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$915K |
| 2 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$902K |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
+$500K |
| 4 |
Millennium Management
New York
|
+$309K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$293K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$834K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$455K |
| 3 |
ACM
Ategra Capital Management
Vienna,
Virginia
|
-$395K |
| 4 |
Renaissance Technologies
New York
|
-$372K |
| 5 |
E
Ergoteles
New York
|
-$306K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCA
51
Stillwater Capital Advisors
Devon,
Pennsylvania
| – | -$206K | -11,224 | Closed |
|
|
CA
52
Cornerstone Advisory
Hunt Valley,
Maryland
| – | -$116K | -6,296 | Closed |
|
53
Optiver Holding
Amsterdam,
Netherlands
| – | -$35K | -2,452 | Closed |
|
54
JP Morgan Chase
New York
| – | -$743 | -42 | -72% |
|
55
Citigroup
New York
| – | +$177 | +10 | New |
|
MRBK Hedge Fund Activity: Q1 2022 in Review
50 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Meridian (MRBK) for Q1 2022, worth a combined $112M — down 12% from $127M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of MRBK and 2 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 18 added.
The largest buyer was Fidelity Investments, adding an estimated $915K. The largest seller was Kennedy Capital Management, exiting entirely with an estimated $834K sold.
- 50 institutional investors held Meridian (MRBK) as of Q1 2022, down from 53 in Q4 2021.
- Funds reported $112M of Meridian stock for Q1 2022, down 12% quarter-over-quarter.
- 2 funds opened new Meridian positions in Q1 2022 and 5 closed out, a net change of -3 holders.
- The largest Meridian buyer in Q1 2022 was Fidelity Investments, an estimated $915K added.
- The largest Meridian seller in Q1 2022 was Kennedy Capital Management, an estimated $834K sold.
Based on aggregated 13F filings for Q1 2022.