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Meridian

45 hedge funds and large institutions have $85.2M invested in Meridian in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
16
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FL
1
Fourthstone LLC
Missouri
$14.4M +$5.75M +413,446 +66%
ACM
2
Ategra Capital Management
Virginia
$13.8M -$1.1M -79,078 -7%
BFC
3
Banc Funds Company
Illinois
$10.9M +$750K +53,990 +7%
SVBP
4
Strategic Value Bank Partners
Ohio
$9.05M
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.43M
First Manhattan
6
First Manhattan
New York
$4.55M -$3.82K -275 -0.1%
BlackRock
7
BlackRock
New York
$2.98M +$220K +15,853 +8%
MWP
8
Meridian Wealth Partners
Pennsylvania
$2.64M -$15.5K -1,114 -0.6%
WCP
9
Wick Capital Partners
Pennsylvania
$2.01M
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$1.99M +$165K +11,897 +9%
GCM
11
Gator Capital Management
Florida
$1.31M -$316K -22,714 -19%
LSV Asset Management
12
LSV Asset Management
Illinois
$1.29M +$43.3K +3,114 +3%
BCM
13
Bridgeway Capital Management
Texas
$1.25M
Geode Capital Management
14
Geode Capital Management
Massachusetts
$1.16M +$16.8K +1,205 +1%
PU
15
Petiole USA
New York
$1.12M -$2.44M -175,425 -68%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$825K
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$722K
MCA
18
Mendon Capital Advisors
Florida
$670K +$670K +48,222 New
Bank of America
19
Bank of America
North Carolina
$531K +$394K +28,316 +286%
Barclays
20
Barclays
United Kingdom
$519K -$10.8K -780 -2%
NFC
21
Northeast Financial Consultants
Connecticut
$463K
Renaissance Technologies
22
Renaissance Technologies
New York
$455K +$9.74K +700 +2%
State Street
23
State Street
Massachusetts
$440K
HSBC Holdings
24
HSBC Holdings
United Kingdom
$407K
Morgan Stanley
25
Morgan Stanley
New York
$407K +$203K +14,588 +99%