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Meridian
MRBK

47 hedge funds and large institutions have $81.1M invested in Meridian in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 47 → 47 (0)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

17% less capital invested

Capital invested by funds: $97.9M → $81.1M (-$16.8M)

47% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 19

57.05% less ownership

Funds ownership: 113.54% → 56.48% (-57%)

Holders
47
Holders Change
–
Holders Change %
0%
% of All Funds
0.75%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
3
Increased
10
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$1.64M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$469K
3
Jane Street
Jane Street
New York
+$469K
4
Millennium Management
Millennium Management
New York
+$331K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$321K

Top Sellers

Rank Fund Capital Flow
1
JCP
Jennifer C. Price
-$3.42M
2
First Manhattan
First Manhattan
New York
-$905K
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$525K
4
BCM
BHZ Capital Management
California
-$291K
5
Renaissance Technologies
Renaissance Technologies
New York
-$274K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1
Ategra Capital Management
Virginia
$12.8M -$10.7K -702 -0.1%
BFC
2
Banc Funds Company
Illinois
$9.18M – – –
SVBP
3
Strategic Value Bank Partners
Ohio
$8.21M – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.75M +$469K +30,750 +6%
FL
5
Fourthstone LLC
Missouri
$5.35M +$1.64M +107,513 +34%
First Manhattan
6
First Manhattan
New York
$4.06M -$905K -59,336 -16%
PU
7
Petiole USA
New York
$3.23M – – –
Fidelity Investments
8
Fidelity Investments
Massachusetts
$3.16M – – –
BlackRock
9
BlackRock
New York
$3.12M -$84.1K -5,513 -2%
ROC
10
River Oaks Capital
Minnesota
$3M -$60.2K -3,948 -2%
JCP
11
Jennifer C. Price
$2.71M -$3.42M -223,839 -51%
MWP
12
Meridian Wealth Partners
Pennsylvania
$2.04M -$116K -7,596 -4%
WCP
13
Wick Capital Partners
Pennsylvania
$1.81M – – –
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$1.7M +$209K +13,711 +11%
BCM
15
Bridgeway Capital Management
Texas
$1.68M -$30.5K -2,001 -1%
GCM
16
Gator Capital Management
Florida
$1.47M – – –
Millennium Management
17
Millennium Management
New York
$1.15M +$331K +21,666 +31%
LSV Asset Management
18
LSV Asset Management
Illinois
$1.13M +$243K +15,896 +22%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.05M – – –
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$715K -$44.6K -2,923 -5%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$645K +$321K +21,025 +70%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$566K +$3.78K +248 +0.6%
Barclays
23
Barclays
United Kingdom
$471K – – –
NFC
24
Northeast Financial Consultants
Connecticut
$420K – – –
Renaissance Technologies
25
Renaissance Technologies
New York
$403K -$274K -17,956 -36%
1
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MRBK Hedge Fund Activity: Q1 2023 in Review

47 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Meridian (MRBK) for Q1 2023, worth a combined $81.1M — down 17% from $97.9M a quarter earlier.

Fund positioning in MRBK was balanced in Q1 2023: 3 funds opened new positions, 3 closed out, 10 added to existing stakes and 19 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $1.64M. The largest seller was Jennifer C. Price, cutting an estimated $3.42M.

  • 47 institutional investors held Meridian (MRBK) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $81.1M of Meridian stock for Q1 2023, down 17% quarter-over-quarter.
  • 3 funds opened new Meridian positions in Q1 2023 and 3 closed out, a net change of 0 holders.
  • The largest Meridian buyer in Q1 2023 was Fourthstone LLC, an estimated $1.64M added.
  • The largest Meridian seller in Q1 2023 was Jennifer C. Price, an estimated $3.42M sold.

Based on aggregated 13F filings for Q1 2023.