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Meridian
MRBK

41 hedge funds and large institutions have $97.9M invested in Meridian in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

3% more funds holding

Funds holding: 40 → 41 (+1)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.4% less ownership

Funds ownership: 111.85% → 111.45% (-0.4%)

5% less capital invested

Capital invested by funds: $104M → $97.9M (-$5.67M)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.71%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
2
Increased
12
Reduced
15
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WCP
Wick Capital Partners
Pennsylvania
+$2.14M
2
BlackRock
BlackRock
New York
+$804K
3
ACM
Ategra Capital Management
Virginia
+$392K
4
MWP
Meridian Wealth Partners
Pennsylvania
+$258K
5
LSV Asset Management
LSV Asset Management
Illinois
+$83.7K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.08M
2
FL
Fourthstone LLC
Missouri
-$1.26M
3
GC
Globeflex Capital
California
-$486K
4
Renaissance Technologies
Renaissance Technologies
New York
-$369K
5
BFC
Banc Funds Company
Illinois
-$357K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1
Ategra Capital Management
Virginia
$14.8M +$392K +26,406 +3%
BFC
2
Banc Funds Company
Illinois
$12.3M -$357K -24,000 -3%
SVBP
3
Strategic Value Bank Partners
Ohio
$9.5M – – –
JCP
4
Jennifer C. Price
$7.88M – – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.47M -$219K -14,746 -3%
First Manhattan
6
First Manhattan
New York
$5.56M – – –
PU
7
Petiole USA
New York
$5.11M – – –
BlackRock
8
BlackRock
New York
$3.73M +$804K +54,100 +27%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$3.64M -$3.08M -207,594 -45%
ROC
10
River Oaks Capital
Minnesota
$3.54M – – –
FL
11
Fourthstone LLC
Missouri
$3.45M -$1.26M -85,140 -26%
MWP
12
Meridian Wealth Partners
Pennsylvania
$2.46M +$258K +17,394 +11%
WCP
13
Wick Capital Partners
Pennsylvania
$2.1M +$2.14M +144,016 New
GCM
14
Gator Capital Management
Florida
$1.97M – – –
BCM
15
Bridgeway Capital Management
Texas
$1.97M – – –
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$1.59M -$6.72K -452 -0.4%
Millennium Management
17
Millennium Management
New York
$1.49M -$199K -13,374 -12%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.21M +$28.6K +1,928 +2%
LSV Asset Management
19
LSV Asset Management
Illinois
$1.08M +$83.7K +5,636 +8%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$906K -$31.8K -2,138 -3%
Renaissance Technologies
21
Renaissance Technologies
New York
$624K -$369K -24,810 -37%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$622K +$8.29K +558 +1%
SFI
23
Susquehanna Fundamental Investments
Pennsylvania
$557K +$568K +38,200 New
Barclays
24
Barclays
United Kingdom
$545K +$12.1K +814 +2%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$518K – – –
1
2

MRBK Hedge Fund Activity: Q3 2022 in Review

41 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Meridian (MRBK) for Q3 2022, worth a combined $97.9M — down 5.5% from $104M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new MRBK positions and 1 closed out — a net gain of 1 holder — while 12 added to existing stakes and 15 trimmed.

The largest buyer was Wick Capital Partners, opening a new position worth an estimated $2.14M. The largest seller was Fidelity Investments, cutting an estimated $3.08M.

  • 41 institutional investors held Meridian (MRBK) as of Q3 2022, up from 40 in Q2 2022.
  • Funds reported $97.9M of Meridian stock for Q3 2022, down 5.5% quarter-over-quarter.
  • 2 funds opened new Meridian positions in Q3 2022 and 1 closed out, a net change of +1 holder.
  • The largest Meridian buyer in Q3 2022 was Wick Capital Partners, an estimated $2.14M added.
  • The largest Meridian seller in Q3 2022 was Fidelity Investments, an estimated $3.08M sold.

Based on aggregated 13F filings for Q3 2022.