Meridian
MRBK
45 hedge funds and large institutions have $85M invested in Meridian in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
40% more capital invested
Capital invested by funds: $60.6M → $85M (+$24.3M)
36% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 11
5% more funds holding
Funds holding: 43 → 45 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.7% less ownership
Funds ownership: 55.38% → 54.68% (-0.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$4.81M |
| 2 |
BFC
Banc Funds Company
Chicago,
Illinois
|
+$628K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$329K |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$253K |
| 5 |
Jane Street
New York
|
+$191K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PU
Petiole USA
New York
|
-$2.04M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.77M |
| 3 |
ACM
Ategra Capital Management
Vienna,
Virginia
|
-$919K |
| 4 |
Millennium Management
New York
|
-$303K |
| 5 |
Bank of New York Mellon
New York
|
-$296K |
MRBK Hedge Fund Activity: Q4 2023 in Review
45 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Meridian (MRBK) for Q4 2023, worth a combined $85M — up 40% from $60.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new MRBK positions and 3 closed out — a net gain of 3 holders — while 15 added to existing stakes and 11 trimmed.
The largest buyer was Fourthstone LLC, adding an estimated $4.81M. The largest seller was Petiole USA, cutting an estimated $2.04M.
- 45 institutional investors held Meridian (MRBK) as of Q4 2023, up from 43 in Q3 2023.
- Funds reported $85M of Meridian stock for Q4 2023, up 40% quarter-over-quarter.
- 6 funds opened new Meridian positions in Q4 2023 and 3 closed out, a net change of +3 holders.
- The largest Meridian buyer in Q4 2023 was Fourthstone LLC, an estimated $4.81M added.
- The largest Meridian seller in Q4 2023 was Petiole USA, an estimated $2.04M sold.
Based on aggregated 13F filings for Q4 2023.