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Meridian
MRBK

50 hedge funds and large institutions have $112M invested in Meridian in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.63% less ownership

Funds ownership: 114.02% → 113.4% (-0.63%)

6% less funds holding

Funds holding: 53 → 50 (-3)

12% less capital invested

Capital invested by funds: $127M → $112M (-$15.9M)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
0.79%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
2
Increased
18
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$915K
2
FL
Fourthstone LLC
Missouri
+$902K
3
LSV Asset Management
LSV Asset Management
Illinois
+$500K
4
Millennium Management
Millennium Management
New York
+$309K
5
BCM
Bridgeway Capital Management
Texas
+$293K

Top Sellers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
-$834K
2
Vanguard Group
Vanguard Group
Pennsylvania
-$455K
3
ACM
Ategra Capital Management
Virginia
-$395K
4
Renaissance Technologies
Renaissance Technologies
New York
-$372K
5
E
Ergoteles
New York
-$306K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1
Ategra Capital Management
Virginia
$15.7M -$395K -22,294 -2%
BFC
2
Banc Funds Company
Illinois
$13.9M -$53.6K -3,026 -0.3%
SVBP
3
Strategic Value Bank Partners
Ohio
$10.4M – – –
MFP
4
Michael F. Price
$8.66M – – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.22M -$455K -25,688 -5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$7.22M +$915K +51,714 +13%
First Manhattan
7
First Manhattan
New York
$6.12M – – –
PU
8
Petiole USA
New York
$5.62M – – –
ROC
9
River Oaks Capital
Minnesota
$3.9M -$20.8K -1,176 -0.5%
FL
10
Fourthstone LLC
Missouri
$3.85M +$902K +50,932 +27%
BlackRock
11
BlackRock
New York
$3.36M +$72.4K +4,088 +2%
MWP
12
Meridian Wealth Partners
Pennsylvania
$2.23M +$4.39K +248 +0.2%
Millennium Management
13
Millennium Management
New York
$2.22M +$309K +17,440 +14%
GCM
14
Gator Capital Management
Florida
$2.17M -$8.46K -478 -0.4%
BCM
15
Bridgeway Capital Management
Texas
$2.13M +$293K +16,540 +14%
Renaissance Technologies
16
Renaissance Technologies
New York
$1.63M -$372K -21,000 -17%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$1.59M +$197K +11,130 +13%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.4M +$21.9K +1,236 +1%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$1.03M +$134K +7,560 +13%
EI
20
EAM Investors
California
$955K -$300K -16,964 -22%
LSV Asset Management
21
LSV Asset Management
Illinois
$933K +$500K +28,242 +94%
SFI
22
Susquehanna Fundamental Investments
Pennsylvania
$728K – – –
Bank of New York Mellon
23
Bank of New York Mellon
New York
$679K +$16.7K +946 +2%
Barclays
24
Barclays
United Kingdom
$586K – – –
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$579K -$170K -9,598 -21%
1
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MRBK Hedge Fund Activity: Q1 2022 in Review

50 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Meridian (MRBK) for Q1 2022, worth a combined $112M — down 12% from $127M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of MRBK and 2 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 18 added.

The largest buyer was Fidelity Investments, adding an estimated $915K. The largest seller was Kennedy Capital Management, exiting entirely with an estimated $834K sold.

  • 50 institutional investors held Meridian (MRBK) as of Q1 2022, down from 53 in Q4 2021.
  • Funds reported $112M of Meridian stock for Q1 2022, down 12% quarter-over-quarter.
  • 2 funds opened new Meridian positions in Q1 2022 and 5 closed out, a net change of -3 holders.
  • The largest Meridian buyer in Q1 2022 was Fidelity Investments, an estimated $915K added.
  • The largest Meridian seller in Q1 2022 was Kennedy Capital Management, an estimated $834K sold.

Based on aggregated 13F filings for Q1 2022.