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Meridian
MRBK

Overview Fund Activity

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
Holders
43
Holders Change
–
Holders Change %
0%
% of All Funds
0.69%
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

1
FL
Fourthstone LLC
Missouri
$6.09M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$581K
3
MWP
Meridian Wealth Partners
Pennsylvania
$1.87M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.28M
5
TRCT
Tower Research Capital (TRC)
New York
$33.2K

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.77M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
3
BlackRock
BlackRock
New York
$1.95M
4
Millennium Management
Millennium Management
New York
$484K
5
QC
Quadrature Capital
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
1
Ategra Capital Management
Virginia
$10.5M +$9.9K +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 +$1.74M +177,194 +40%
Vanguard Group
5
Vanguard Group
Pennsylvania
$5.23M – – –
First Manhattan
6
First Manhattan
New York
$3.21M -$980 -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 -$374K -38,203 -16%
MWP
10
Meridian Wealth Partners
Pennsylvania
$1.87M +$197K +20,138 +12%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$1.77M -$685K -69,977 -28%
WCP
12
Wick Capital Partners
Pennsylvania
$1.42M – – –
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$1.28M +$35.8K +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 +$25.8K +2,634 +3%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$581K +$581K +59,367 New
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$508K -$17.7K -1,813 -3%
Millennium Management
20
Millennium Management
New York
$484K -$342K -34,866 -41%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$448K +$9.48K +968 +2%
Barclays
22
Barclays
United Kingdom
$374K +$7.66K +781 +2%
NFC
23
Northeast Financial Consultants
Connecticut
$327K – – –
Renaissance Technologies
24
Renaissance Technologies
New York
$313K -$4.89K -500 -2%
State Street
25
State Street
Massachusetts
$310K -$2.94K -300 -0.9%
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