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Meridian

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.

New
Increased
Maintained
Reduced
Closed

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: 4855 (+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: 11 (0)

Holders
55
Holders Change
+7
Holders Change %
+14.58%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
22
Reduced
12
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Ategra Capital Management
Virginia
$13M +$889K +75,598 +8%
BFC
2
Banc Funds Company
Illinois
$12.5M -$798K -67,872 -7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.28M +$203K +17,230 +3%
BlackRock
4
BlackRock
New York
$7.98M +$948K +80,676 +15%
MFP
5
Michael F. Price
$7.02M
First Manhattan
6
First Manhattan
New York
$5.11M -$7.08K -602 -0.2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$4.71M +$42.6K +3,624 +1%
BCM
8
Bridgeway Capital Management
Texas
$2.08M
State Street
9
State Street
Massachusetts
$2.04M +$72.2K +6,146 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.02M +$869K +73,900 +91%
MWP
11
Meridian Wealth Partners
Pennsylvania
$1.76M +$190K +16,130 +14%
Renaissance Technologies
12
Renaissance Technologies
New York
$1.52M +$504K +42,840 +58%
Northern Trust
13
Northern Trust
Illinois
$1.31M -$135K -11,460 -10%
JP Morgan Chase
14
JP Morgan Chase
New York
$1.05M -$18K -1,532 -2%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$925K +$517K +43,946 +162%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$892K +$515K +43,858 +177%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$724K +$208K +17,678 +46%
KCM
18
Kennedy Capital Management
Missouri
$676K +$278K +23,686 +84%
AA
19
Ancora Advisors
Ohio
$550K
Barclays
20
Barclays
United Kingdom
$523K +$34.2K +2,912 +8%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$516K +$132K +11,256 +39%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$450K
NFC
23
Northeast Financial Consultants
Connecticut
$433K +$157K +13,334 +67%
Wells Fargo
24
Wells Fargo
California
$407K -$189K -16,086 -34%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$407K +$368K +31,286 New

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.