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Meridian
MRBK

Overview Fund Activity

43 hedge funds and large institutions have $60.7M invested in Meridian in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
-4
Holders Change %
-8.51%
% of All Funds
0.68%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
3
Increased
9
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
Ategra Capital Management
Virginia
$10.5M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$463K
3
QC
Quadrature Capital
United Kingdom
$215K
4
Man Group
Man Group
United Kingdom
$207K
5
FL
Fourthstone LLC
Missouri
$4.36M

Top Sellers

1
JCP
Jennifer C. Price
$0
2
BCM
Bridgeway Capital Management
Texas
$882K
3
Jane Street
Jane Street
New York
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$290K
5
Citigroup
Citigroup
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
1
Ategra Capital Management
Virginia
$10.5M +$562K +57,325 +6%
BFC
2
Banc Funds Company
Illinois
$7.14M – – –
SVBP
3
Strategic Value Bank Partners
Ohio
$6.38M – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.23M -$16.5K -1,681 -0.3%
FL
5
Fourthstone LLC
Missouri
$4.36M +$200K +20,454 +5%
First Manhattan
6
First Manhattan
New York
$3.21M +$55.5K +5,662 +2%
PU
7
Petiole USA
New York
$2.51M – – –
Fidelity Investments
8
Fidelity Investments
Massachusetts
$2.46M -$20 -2 -0%
ROC
9
River Oaks Capital
Minnesota
$2.39M +$54K +5,514 +2%
BlackRock
10
BlackRock
New York
$2.32M -$101K -10,342 -4%
MWP
11
Meridian Wealth Partners
Pennsylvania
$1.68M +$89.3K +9,109 +6%
WCP
12
Wick Capital Partners
Pennsylvania
$1.42M +$4.9K +500 +0.3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$1.25M -$74.7K -7,625 -6%
GCM
14
Gator Capital Management
Florida
$1.14M – – –
BCM
15
Bridgeway Capital Management
Texas
$882K -$420K -42,896 -32%
LSV Asset Management
16
LSV Asset Management
Illinois
$879K – – –
Millennium Management
17
Millennium Management
New York
$826K -$67.7K -6,912 -8%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$780K -$34.1K -3,476 -4%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$526K -$30.3K -3,097 -5%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$463K +$463K +45,477 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$439K -$1.45K -148 -0.3%
Barclays
22
Barclays
United Kingdom
$366K – – –
NFC
23
Northeast Financial Consultants
Connecticut
$327K – – –
Renaissance Technologies
24
Renaissance Technologies
New York
$319K +$4.91K +500 +2%
State Street
25
State Street
Massachusetts
$313K – – –
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