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Meridian
MRBK

Overview Fund Activity

40 hedge funds and large institutions have $104M invested in Meridian in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 9 closing their positions.

Holders
40
Holders Change
-10
Holders Change %
-20%
% of All Funds
0.68%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
1
Increased
12
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JCP
1
Jennifer C. Price
$8.18M
2
FL
2
Fourthstone LLC
Missouri
$4.88M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.99M
4
MWP
4
Meridian Wealth Partners
Pennsylvania
$2.3M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$1.66M

Top Sellers

1
EI
1
EAM Investors
California
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$1.02M
3
WFAG
3
Wescott Financial Advisory Group
Pennsylvania
$0
4
Millennium Management
4
Millennium Management
New York
$1.75M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
1
Ategra Capital Management
Virginia
$14.9M 492,582 +4,556 +0.9%
BFC
2
Banc Funds Company
Illinois
$13.1M 432,344 – –
SVBP
3
Strategic Value Bank Partners
Ohio
$9.87M 325,649 – –
JCP
4
Jennifer C. Price
$8.18M 270,000 +270,000 New
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.99M 263,615 +7,540 +3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$6.93M 228,581 +3,497 +2%
First Manhattan
7
First Manhattan
New York
$5.78M 190,677 – –
PU
8
Petiole USA
New York
$5.3M 175,000 – –
FL
9
Fourthstone LLC
Missouri
$4.88M 160,928 +40,819 +34%
ROC
10
River Oaks Capital
Minnesota
$3.68M 121,409 – –
BlackRock
11
BlackRock
New York
$3.05M 100,648 -4,144 -4%
MWP
12
Meridian Wealth Partners
Pennsylvania
$2.3M 75,779 +6,223 +9%
GCM
13
Gator Capital Management
Florida
$2.05M 67,635 – –
BCM
14
Bridgeway Capital Management
Texas
$2.04M 67,470 +1,100 +2%
Millennium Management
15
Millennium Management
New York
$1.75M 57,846 -11,232 -16%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$1.66M 54,756 +5,131 +10%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.22M 40,374 -3,294 -8%
LSV Asset Management
18
LSV Asset Management
Illinois
$1.03M 34,088 +4,999 +17%
Renaissance Technologies
19
Renaissance Technologies
New York
$1.02M 33,800 -17,000 -33%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$976K 32,208 – –
Bank of New York Mellon
21
Bank of New York Mellon
New York
$637K 21,044 -117 -0.6%
Barclays
22
Barclays
United Kingdom
$554K 18,269 – –
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$538K 17,744 -300 -2%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$525K 17,341 – –
NFC
25
Northeast Financial Consultants
Connecticut
$505K 16,667 – –
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