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Meridian
MRBK

53 hedge funds and large institutions have $127M invested in Meridian in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

58% more capital invested

Capital invested by funds: $80.7M → $127M (+$46.7M)

22.9% more ownership

Funds ownership: 91.12% → 114.02% (+23%)

13% more funds holding

Funds holding: 47 → 53 (+6)

24% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 17

Holders
53
Holders Change
+6
Holders Change %
+12.77%
% of All Funds
0.82%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
10
Increased
13
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EI
EAM Investors
California
+$1.26M
2
LSV Asset Management
LSV Asset Management
Illinois
+$494K
3
BlackRock
BlackRock
New York
+$300K
4
GVAG
Great Valley Advisor Group
Delaware
+$209K
5
SCA
Stillwater Capital Advisors
Pennsylvania
+$185K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$753K
2
FL
Fourthstone LLC
Missouri
-$665K
3
AA
Ancora Advisors
Ohio
-$573K
4
E
Ergoteles
New York
-$497K
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$472K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1
Ategra Capital Management
Virginia
$18.4M +$4.32K +262 +0%
BFC
2
Banc Funds Company
Illinois
$16M +$19.3K +1,172 +0.1%
SVBP
3
Strategic Value Bank Partners
Ohio
$12M +$10.7M +651,298 New
MFP
4
Michael F. Price
$9.93M – – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.89M -$753K -45,612 -8%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$7.33M -$49.5K -3,000 -0.7%
First Manhattan
7
First Manhattan
New York
$7.01M -$188K -11,398 -3%
PU
8
Petiole USA
New York
$6.43M +$5.78M +350,000 New
ROC
9
River Oaks Capital
Minnesota
$4.49M +$4.03M +243,994 New
BlackRock
10
BlackRock
New York
$3.78M +$300K +18,174 +10%
FL
11
Fourthstone LLC
Missouri
$3.48M -$665K -40,310 -18%
MWP
12
Meridian Wealth Partners
Pennsylvania
$2.55M -$32.3K -1,958 -1%
GCM
13
Gator Capital Management
Florida
$2.5M +$2.24M +135,748 New
Renaissance Technologies
14
Renaissance Technologies
New York
$2.25M -$231K -14,000 -10%
Millennium Management
15
Millennium Management
New York
$2.22M +$163K +9,876 +9%
BCM
16
Bridgeway Capital Management
Texas
$2.14M -$330K -20,000 -15%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$1.62M +$135K +8,180 +10%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.58M – – –
EI
19
EAM Investors
California
$1.41M +$1.26M +76,466 New
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$1.04M – – –
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$840K – – –
SFI
22
Susquehanna Fundamental Investments
Pennsylvania
$835K – – –
KCM
23
Kennedy Capital Management
Missouri
$834K -$1.12K -68 -0.1%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$761K +$179K +10,870 +36%
Barclays
25
Barclays
United Kingdom
$672K -$20.6K -1,246 -3%
1
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MRBK Hedge Fund Activity: Q4 2021 in Review

53 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Meridian (MRBK) for Q4 2021, worth a combined $127M — up 58% from $80.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MRBK positions and 4 closed out — a net gain of 6 holders — while 13 added to existing stakes and 17 trimmed.

The largest buyer was EAM Investors, opening a new position worth an estimated $1.26M. The largest seller was Vanguard Group, cutting an estimated $753K.

  • 53 institutional investors held Meridian (MRBK) as of Q4 2021, up from 47 in Q3 2021.
  • Funds reported $127M of Meridian stock for Q4 2021, up 58% quarter-over-quarter.
  • 10 funds opened new Meridian positions in Q4 2021 and 4 closed out, a net change of +6 holders.
  • The largest Meridian buyer in Q4 2021 was EAM Investors, an estimated $1.26M added.
  • The largest Meridian seller in Q4 2021 was Vanguard Group, an estimated $753K sold.

Based on aggregated 13F filings for Q4 2021.