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Meridian

23 hedge funds and large institutions have $52M invested in Meridian in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

4.59% more ownership

Funds ownership: 93.5%98.09% (+4.6%)

5% more funds holding

Funds holding: 2223 (+1)

8% less capital invested

Capital invested by funds: $56.4M → $52M (-$4.45M)

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Basswood Capital Management
New York
$10.6M +$1.13M +123,518 +11%
BFC
2
Banc Funds Company
Illinois
$6.93M
EC
3
EJF Capital
Virginia
$6.42M
MCM
4
Maltese Capital Management
New York
$5.27M -$40.4K -4,400 -0.7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$3.12M
MFP
6
Michael F. Price
$3.08M
FCM
7
FJ Capital Management
Virginia
$3M
First Manhattan
8
First Manhattan
New York
$2.38M +$308K +33,560 +14%
EMFAT
9
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.31M
Vanguard Group
10
Vanguard Group
Pennsylvania
$2.25M +$365K +39,800 +18%
KCM
11
Kennedy Capital Management
Missouri
$1.45M -$35.1K -3,824 -2%
Tudor Investment Corp
12
Tudor Investment Corp
Connecticut
$1.22M -$427K -46,528 -25%
RA
13
Royce & Associates
New York
$965K +$91.7K +10,000 +10%
SEI Investments
14
SEI Investments
Pennsylvania
$827K +$865K +94,254 New
BGIM
15
Brandywine Global Investment Management
Pennsylvania
$617K
ROC
16
River Oaks Capital
Minnesota
$442K
AA
17
Ancora Advisors
Ohio
$359K +$385K +41,932 New
PP
18
Prospector Partners
Connecticut
$263K
EA
19
Emerald Advisers
Pennsylvania
$257K
UBS Group
20
UBS Group
Switzerland
$75K +$67.3K +7,340 +539%
BlackRock
21
BlackRock
New York
$66K +$63K +6,866 +896%
CFN
22
Cordasco Financial Network
Florida
$59K +$63.1K +6,882 New
Bank of America
23
Bank of America
North Carolina
$5K
Wellington Management Group
24
Wellington Management Group
Massachusetts
-$255K -25,522 Closed
Morgan Stanley
25
Morgan Stanley
New York
-$68K -6,800 Closed

MRBK Hedge Fund Activity: Q1 2018 in Review

23 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Meridian (MRBK) for Q1 2018, worth a combined $52M — down 7.9% from $56.4M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new MRBK positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 3 trimmed.

The largest buyer was Basswood Capital Management, adding an estimated $1.13M. The largest seller was Tudor Investment Corp, cutting an estimated $427K.

  • 23 institutional investors held Meridian (MRBK) as of Q1 2018, up from 22 in Q4 2017.
  • Funds reported $52M of Meridian stock for Q1 2018, down 7.9% quarter-over-quarter.
  • 3 funds opened new Meridian positions in Q1 2018 and 2 closed out, a net change of +1 holder.
  • The largest Meridian buyer in Q1 2018 was Basswood Capital Management, an estimated $1.13M added.
  • The largest Meridian seller in Q1 2018 was Tudor Investment Corp, an estimated $427K sold.

Based on aggregated 13F filings for Q1 2018.