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Meridian
MRBK

52 hedge funds and large institutions have $75.9M invested in Meridian in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less funds holding

Funds holding: 55 → 52 (-3)

7% less capital invested

Capital invested by funds: $81.5M → $75.9M (-$5.57M)

7.96% less ownership

Funds ownership: 101.68% → 93.73% (-8%)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

38% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 21

Holders
52
Holders Change
-3
Holders Change %
-5.45%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
13
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$2.26M
2
FL
Fourthstone LLC
Missouri
+$1.22M
3
ACM
Ategra Capital Management
Virginia
+$773K
4
Renaissance Technologies
Renaissance Technologies
New York
+$705K
5
E
Ergoteles
New York
+$618K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$5.67M
2
State Street
State Street
Massachusetts
-$1.82M
3
Northern Trust
Northern Trust
Illinois
-$1.1M
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.04M
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$915K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1
Ategra Capital Management
Virginia
$13.9M +$773K +58,870 +6%
BFC
2
Banc Funds Company
Illinois
$12.5M -$117K -8,904 -0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.66M -$703K -53,482 -8%
MFP
4
Michael F. Price
$7.09M – – –
Fidelity Investments
5
Fidelity Investments
Massachusetts
$5.22M +$465K +35,376 +10%
First Manhattan
6
First Manhattan
New York
$5.15M – – –
BlackRock
7
BlackRock
New York
$2.39M -$5.67M -431,742 -70%
Millennium Management
8
Millennium Management
New York
$2.26M +$2.26M +171,952 New
Renaissance Technologies
9
Renaissance Technologies
New York
$2.24M +$705K +53,654 +46%
BCM
10
Bridgeway Capital Management
Texas
$1.92M -$181K -13,800 -9%
MWP
11
Meridian Wealth Partners
Pennsylvania
$1.78M +$4.47K +340 +0.3%
FL
12
Fourthstone LLC
Missouri
$1.22M +$1.22M +92,898 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.12M -$915K -69,650 -45%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$925K +$24.4K +1,858 +3%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$870K -$63.1K -4,802 -7%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$759K +$237K +18,006 +45%
KCM
17
Kennedy Capital Management
Missouri
$683K +$815 +62 +0.1%
E
18
Ergoteles
New York
$617K +$618K +47,000 New
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$600K +$189K +14,400 +46%
SFI
20
Susquehanna Fundamental Investments
Pennsylvania
$596K +$597K +45,400 New
AA
21
Ancora Advisors
Ohio
$525K -$30.5K -2,320 -5%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$455K – – –
Barclays
23
Barclays
United Kingdom
$446K -$81.6K -6,214 -15%
NFC
24
Northeast Financial Consultants
Connecticut
$438K – – –
Bank of New York Mellon
25
Bank of New York Mellon
New York
$402K -$330K -25,078 -45%
1
2 3

MRBK Hedge Fund Activity: Q2 2021 in Review

52 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Meridian (MRBK) for Q2 2021, worth a combined $75.9M — down 6.8% from $81.5M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of MRBK and 10 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 13 added.

The largest buyer was Millennium Management, opening a new position worth an estimated $2.26M. The largest seller was BlackRock, cutting an estimated $5.67M.

  • 52 institutional investors held Meridian (MRBK) as of Q2 2021, down from 55 in Q1 2021.
  • Funds reported $75.9M of Meridian stock for Q2 2021, down 6.8% quarter-over-quarter.
  • 10 funds opened new Meridian positions in Q2 2021 and 13 closed out, a net change of -3 holders.
  • The largest Meridian buyer in Q2 2021 was Millennium Management, an estimated $2.26M added.
  • The largest Meridian seller in Q2 2021 was BlackRock, an estimated $5.67M sold.

Based on aggregated 13F filings for Q2 2021.