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Meridian
MRBK

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

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1.77% less ownership

Funds ownership: 56.48% → 54.71% (-1.8%)

9% less funds holding

Funds holding: 47 → 43 (-4)

25% less capital invested

Capital invested by funds: $81.1M → $60.7M (-$20.3M)

47% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 17

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

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

Rank Fund Capital Flow
1
ACM
Ategra Capital Management
Virginia
+$580K
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$460K
3
QC
Quadrature Capital
United Kingdom
+$220K
4
Man Group
Man Group
United Kingdom
+$214K
5
FL
Fourthstone LLC
Missouri
+$207K

Top Sellers

Rank Fund Capital Flow
1
JCP
Jennifer C. Price
-$2.71M
2
BCM
Bridgeway Capital Management
Texas
-$434K
3
Jane Street
Jane Street
New York
-$387K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$218K
5
Citigroup
Citigroup
New York
-$207K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1
Ategra Capital Management
Virginia
$10.5M +$580K +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 -$17K -1,681 -0.3%
FL
5
Fourthstone LLC
Missouri
$4.36M +$207K +20,454 +5%
First Manhattan
6
First Manhattan
New York
$3.21M +$57.3K +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 +$55.8K +5,514 +2%
BlackRock
10
BlackRock
New York
$2.32M -$105K -10,342 -4%
MWP
11
Meridian Wealth Partners
Pennsylvania
$1.68M +$92.1K +9,109 +6%
WCP
12
Wick Capital Partners
Pennsylvania
$1.42M +$5.06K +500 +0.3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$1.25M -$77.1K -7,625 -6%
GCM
14
Gator Capital Management
Florida
$1.14M – – –
BCM
15
Bridgeway Capital Management
Texas
$882K -$434K -42,896 -32%
LSV Asset Management
16
LSV Asset Management
Illinois
$879K – – –
Millennium Management
17
Millennium Management
New York
$826K -$69.9K -6,912 -8%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$780K -$35.2K -3,476 -4%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$526K -$31.3K -3,097 -5%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$463K +$460K +45,477 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$439K -$1.5K -148 -0.3%
Barclays
22
Barclays
United Kingdom
$366K – – –
NFC
23
Northeast Financial Consultants
Connecticut
$327K – – –
Renaissance Technologies
24
Renaissance Technologies
New York
$319K +$5.06K +500 +2%
State Street
25
State Street
Massachusetts
$313K – – –
1
2

MRBK Hedge Fund Activity: Q2 2023 in Review

43 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Meridian (MRBK) for Q2 2023, worth a combined $60.7M — down 25% from $81.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of MRBK and 3 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 9 added.

The largest buyer was Ategra Capital Management, adding an estimated $580K. The largest seller was Jennifer C. Price, exiting entirely with an estimated $2.71M sold.

  • 43 institutional investors held Meridian (MRBK) as of Q2 2023, down from 47 in Q1 2023.
  • Funds reported $60.7M of Meridian stock for Q2 2023, down 25% quarter-over-quarter.
  • 3 funds opened new Meridian positions in Q2 2023 and 7 closed out, a net change of -4 holders.
  • The largest Meridian buyer in Q2 2023 was Ategra Capital Management, an estimated $580K added.
  • The largest Meridian seller in Q2 2023 was Jennifer C. Price, an estimated $2.71M sold.

Based on aggregated 13F filings for Q2 2023.