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Meridian
MRBK

43 hedge funds and large institutions have $60.6M invested in Meridian in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.67% more ownership

Funds ownership: 54.71% → 55.38% (+0.67%)

0% more funds holding

Funds holding: 43 → 43 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0% less capital invested

Capital invested by funds: $60.7M → $60.6M (-$68.4K)

47% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 15

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
43
Holders Change
–
Holders Change %
0%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
5
Increased
8
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$669K
3
MWP
Meridian Wealth Partners
Pennsylvania
+$227K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$41.1K
5
TRCT
Tower Research Capital (TRC)
New York
+$38.1K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$789K
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$463K
3
BlackRock
BlackRock
New York
-$430K
4
Millennium Management
Millennium Management
New York
-$393K
5
QC
Quadrature Capital
United Kingdom
-$215K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1
Ategra Capital Management
Virginia
$10.5M +$11.4K +1,011 +0.1%
BFC
2
Banc Funds Company
Illinois
$7.14M – – –
SVBP
3
Strategic Value Bank Partners
Ohio
$6.38M – – –
FL
4
Fourthstone LLC
Missouri
$6.09M +$2M +177,194 +40%
Vanguard Group
5
Vanguard Group
Pennsylvania
$5.23M – – –
First Manhattan
6
First Manhattan
New York
$3.21M -$1.13K -100 -0%
PU
7
Petiole USA
New York
$2.51M – – –
ROC
8
River Oaks Capital
Minnesota
$2.39M – – –
BlackRock
9
BlackRock
New York
$1.95M -$430K -38,203 -16%
MWP
10
Meridian Wealth Partners
Pennsylvania
$1.87M +$227K +20,138 +12%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$1.77M -$789K -69,977 -28%
WCP
12
Wick Capital Partners
Pennsylvania
$1.42M – – –
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$1.28M +$41.1K +3,650 +3%
GCM
14
Gator Capital Management
Florida
$1.14M – – –
BCM
15
Bridgeway Capital Management
Texas
$882K – – –
LSV Asset Management
16
LSV Asset Management
Illinois
$879K – – –
Geode Capital Management
17
Geode Capital Management
Massachusetts
$806K +$29.7K +2,634 +3%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$581K +$669K +59,367 New
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$508K -$20.4K -1,813 -3%
Millennium Management
20
Millennium Management
New York
$484K -$393K -34,866 -41%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$448K +$10.9K +968 +2%
Barclays
22
Barclays
United Kingdom
$374K +$8.8K +781 +2%
NFC
23
Northeast Financial Consultants
Connecticut
$327K – – –
Renaissance Technologies
24
Renaissance Technologies
New York
$313K -$5.63K -500 -2%
State Street
25
State Street
Massachusetts
$310K -$3.38K -300 -0.9%
1
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MRBK Hedge Fund Activity: Q3 2023 in Review

43 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Meridian (MRBK) for Q3 2023, worth a combined $60.6M — down 0.11% from $60.7M a quarter earlier.

Fund positioning in MRBK was balanced in Q3 2023: 5 funds opened new positions, 5 closed out, 8 added to existing stakes and 15 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $2M. The largest seller was Fidelity Investments, cutting an estimated $789K.

  • 43 institutional investors held Meridian (MRBK) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $60.6M of Meridian stock for Q3 2023, down 0.11% quarter-over-quarter.
  • 5 funds opened new Meridian positions in Q3 2023 and 5 closed out, a net change of 0 holders.
  • The largest Meridian buyer in Q3 2023 was Fourthstone LLC, an estimated $2M added.
  • The largest Meridian seller in Q3 2023 was Fidelity Investments, an estimated $789K sold.

Based on aggregated 13F filings for Q3 2023.