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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$2M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$669K |
| 3 |
MWP
Meridian Wealth Partners
Exton,
Pennsylvania
|
+$227K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$41.1K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$38.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$789K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$463K |
| 3 |
BlackRock
New York
|
-$430K |
| 4 |
Millennium Management
New York
|
-$393K |
| 5 |
QC
Quadrature Capital
London,
United Kingdom
|
-$215K |
MRBK Hedge Fund Activity: Q3 2023 in Review
43 of the 6,310 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.