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Meridian
MRBK

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.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

1.55% less ownership

Funds ownership: 113.4% → 111.85% (-1.5%)

7% less capital invested

Capital invested by funds: $112M → $104M (-$8M)

20% less funds holding

Funds holding: 50 → 40 (-10)

89% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 9

Holders
40
Holders Change
-10
Holders Change %
-20%
% of All Funds
0.67%
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

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$1.27M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$235K
3
MWP
Meridian Wealth Partners
Pennsylvania
+$194K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$160K
5
LSV Asset Management
LSV Asset Management
Illinois
+$156K

Top Sellers

Rank Fund Capital Flow
1
EI
EAM Investors
California
-$955K
2
Renaissance Technologies
Renaissance Technologies
New York
-$529K
3
WFAG
Wescott Financial Advisory Group
Pennsylvania
-$353K
4
Millennium Management
Millennium Management
New York
-$349K
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$309K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1
Ategra Capital Management
Virginia
$14.9M +$142K +9,112 +0.9%
BFC
2
Banc Funds Company
Illinois
$13.1M – – –
SVBP
3
Strategic Value Bank Partners
Ohio
$9.87M – – –
JCP
4
Jennifer C. Price
$8.18M +$8.4M +540,000 New
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.99M +$235K +15,080 +3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$6.93M +$109K +6,994 +2%
First Manhattan
7
First Manhattan
New York
$5.78M – – –
PU
8
Petiole USA
New York
$5.3M – – –
FL
9
Fourthstone LLC
Missouri
$4.88M +$1.27M +81,638 +34%
ROC
10
River Oaks Capital
Minnesota
$3.68M – – –
BlackRock
11
BlackRock
New York
$3.05M -$129K -8,288 -4%
MWP
12
Meridian Wealth Partners
Pennsylvania
$2.3M +$194K +12,446 +9%
GCM
13
Gator Capital Management
Florida
$2.05M – – –
BCM
14
Bridgeway Capital Management
Texas
$2.04M +$34.2K +2,200 +2%
Millennium Management
15
Millennium Management
New York
$1.75M -$349K -22,464 -16%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$1.66M +$160K +10,262 +10%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.22M -$102K -6,588 -8%
LSV Asset Management
18
LSV Asset Management
Illinois
$1.03M +$156K +9,998 +17%
Renaissance Technologies
19
Renaissance Technologies
New York
$1.02M -$529K -34,000 -33%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$976K – – –
Bank of New York Mellon
21
Bank of New York Mellon
New York
$637K -$3.64K -234 -0.6%
Barclays
22
Barclays
United Kingdom
$554K – – –
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$538K -$9.33K -600 -2%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$525K – – –
NFC
25
Northeast Financial Consultants
Connecticut
$505K – – –
1
2

MRBK Hedge Fund Activity: Q2 2022 in Review

40 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Meridian (MRBK) for Q2 2022, worth a combined $104M — down 7.2% from $112M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of MRBK and 1 opened new positions — a net loss of 8 holders — while 13 trimmed existing stakes and 12 added.

The largest buyer was Fourthstone LLC, adding an estimated $1.27M. The largest seller was EAM Investors, exiting entirely with an estimated $955K sold.

  • 40 institutional investors held Meridian (MRBK) as of Q2 2022, down from 50 in Q1 2022.
  • Funds reported $104M of Meridian stock for Q2 2022, down 7.2% quarter-over-quarter.
  • 1 fund opened new Meridian positions in Q2 2022 and 9 closed out, a net change of -8 holders.
  • The largest Meridian buyer in Q2 2022 was Fourthstone LLC, an estimated $1.27M added.
  • The largest Meridian seller in Q2 2022 was EAM Investors, an estimated $955K sold.

Based on aggregated 13F filings for Q2 2022.