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Meridian
MRBK

47 hedge funds and large institutions have $80.7M invested in Meridian in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $75.9M → $80.7M (+$4.81M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.61% less ownership

Funds ownership: 93.73% → 91.12% (-2.6%)

10% less funds holding

Funds holding: 52 → 47 (-5)

42% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 19

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
47
Holders Change
-5
Holders Change %
-9.62%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
11
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$1.85M
2
Two Sigma Investments
Two Sigma Investments
New York
+$284K
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$195K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$128K
5
MWP
Meridian Wealth Partners
Pennsylvania
+$69K

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$1.18M
2
ACM
Ategra Capital Management
Virginia
-$838K
3
Millennium Management
Millennium Management
New York
-$829K
4
Renaissance Technologies
Renaissance Technologies
New York
-$463K
5
TEE
Tibra Equities Europe
United Kingdom
-$328K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1
Ategra Capital Management
Virginia
$14.3M -$838K -61,762 -6%
BFC
2
Banc Funds Company
Illinois
$12.4M -$1.18M -86,992 -9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.38M – – –
MFP
4
Michael F. Price
$7.76M – – –
Fidelity Investments
5
Fidelity Investments
Massachusetts
$5.75M +$55.4K +4,088 +1%
First Manhattan
6
First Manhattan
New York
$5.64M – – –
FL
7
Fourthstone LLC
Missouri
$3.3M +$1.85M +136,698 +147%
BlackRock
8
BlackRock
New York
$2.69M +$67K +4,940 +3%
MWP
9
Meridian Wealth Partners
Pennsylvania
$2.02M +$69K +5,086 +4%
Renaissance Technologies
10
Renaissance Technologies
New York
$1.96M -$463K -34,134 -20%
BCM
11
Bridgeway Capital Management
Texas
$1.95M -$136K -10,000 -7%
Millennium Management
12
Millennium Management
New York
$1.59M -$829K -61,112 -36%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.23M +$9.6K +708 +0.8%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$1.15M +$128K +9,436 +13%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$815K -$12.7K -934 -2%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$692K -$246K -18,144 -27%
E
17
Ergoteles
New York
$671K -$2.79K -206 -0.4%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$655K – – –
KCM
19
Kennedy Capital Management
Missouri
$653K -$90K -6,634 -13%
SFI
20
Susquehanna Fundamental Investments
Pennsylvania
$651K – – –
AA
21
Ancora Advisors
Ohio
$573K – – –
Barclays
22
Barclays
United Kingdom
$543K +$51.2K +3,778 +11%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$497K – – –
NFC
24
Northeast Financial Consultants
Connecticut
$479K – – –
Bank of New York Mellon
25
Bank of New York Mellon
New York
$439K -$1.95K -144 -0.5%
1
2 3

MRBK Hedge Fund Activity: Q3 2021 in Review

47 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Meridian (MRBK) for Q3 2021, worth a combined $80.7M — up 6.3% from $75.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of MRBK and 2 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 11 added.

The largest buyer was Fourthstone LLC, adding an estimated $1.85M. The largest seller was Banc Funds Company, cutting an estimated $1.18M.

  • 47 institutional investors held Meridian (MRBK) as of Q3 2021, down from 52 in Q2 2021.
  • Funds reported $80.7M of Meridian stock for Q3 2021, up 6.3% quarter-over-quarter.
  • 2 funds opened new Meridian positions in Q3 2021 and 6 closed out, a net change of -4 holders.
  • The largest Meridian buyer in Q3 2021 was Fourthstone LLC, an estimated $1.85M added.
  • The largest Meridian seller in Q3 2021 was Banc Funds Company, an estimated $1.18M sold.

Based on aggregated 13F filings for Q3 2021.