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Meridian

44 hedge funds and large institutions have $46.2M invested in Meridian in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4444 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

4% less capital invested

Capital invested by funds: $48.3M → $46.2M (-$2.07M)

1.06% less ownership

Funds ownership: 94.97%93.92% (-1.1%)

33% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 18

Holders
44
Holders Change
Holders Change %
0%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
12
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$8.76M -$3.82K -510 -0%
ACM
2
Ategra Capital Management
Virginia
$7.14M +$182K +24,326 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.9M -$32K -4,274 -0.7%
MFP
4
Michael F. Price
$4.46M
BlackRock
5
BlackRock
New York
$3.68M +$130K +17,436 +4%
First Manhattan
6
First Manhattan
New York
$3.17M +$282K +37,700 +11%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$2.89M
MCM
8
Maltese Capital Management
New York
$1.69M -$754K -100,730 -32%
BCM
9
Bridgeway Capital Management
Texas
$1.29M
MWP
10
Meridian Wealth Partners
Pennsylvania
$961K +$6.49K +868 +0.7%
Northern Trust
11
Northern Trust
Illinois
$923K -$35.6K -4,760 -4%
BCM
12
BHZ Capital Management
California
$920K +$24.3K +3,250 +3%
State Street
13
State Street
Massachusetts
$875K -$28.8K -3,856 -3%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$652K +$45K +6,014 +8%
JP Morgan Chase
15
JP Morgan Chase
New York
$554K -$43.6K -5,824 -8%
AA
16
Ancora Advisors
Ohio
$362K -$52.1K -6,970 -13%
KCM
17
Kennedy Capital Management
Missouri
$344K +$2.35K +314 +0.7%
Wells Fargo
18
Wells Fargo
California
$294K +$120K +16,098 +79%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$279K +$259K +34,682 New
EA
20
Emerald Advisers
Pennsylvania
$268K +$58.4K +7,800 +31%
Charles Schwab
21
Charles Schwab
California
$228K
Bank of New York Mellon
22
Bank of New York Mellon
New York
$201K -$3.28K -438 -2%
Renaissance Technologies
23
Renaissance Technologies
New York
$195K +$181K +24,182 New
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$191K +$10.5K +1,400 +6%
NFC
25
Northeast Financial Consultants
Connecticut
$161K +$150K +20,000 New

MRBK Hedge Fund Activity: Q3 2020 in Review

44 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Meridian (MRBK) for Q3 2020, worth a combined $46.2M — down 4.3% from $48.3M a quarter earlier.

Fund positioning in MRBK was balanced in Q3 2020: 3 funds opened new positions, 3 closed out, 12 added to existing stakes and 18 trimmed.

The largest buyer was First Manhattan, adding an estimated $282K. The largest seller was Basswood Capital Management, exiting entirely with an estimated $2.07M sold.

  • 44 institutional investors held Meridian (MRBK) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $46.2M of Meridian stock for Q3 2020, down 4.3% quarter-over-quarter.
  • 3 funds opened new Meridian positions in Q3 2020 and 3 closed out, a net change of 0 holders.
  • The largest Meridian buyer in Q3 2020 was First Manhattan, an estimated $282K added.
  • The largest Meridian seller in Q3 2020 was Basswood Capital Management, an estimated $2.07M sold.

Based on aggregated 13F filings for Q3 2020.