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Meridian
MRBK

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

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

40% more capital invested

Capital invested by funds: $60.6M → $85.2M (+$24.5M)

5% more funds holding

Funds holding: 43 → 45 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.57% less ownership

Funds ownership: 55.38% → 54.81% (-0.57%)

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
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$4.81M
2
BFC
Banc Funds Company
Illinois
+$628K
3
Bank of America
Bank of America
North Carolina
+$329K
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$253K
5
Jane Street
Jane Street
New York
+$191K

Top Sellers

Rank Fund Capital Flow
1
PU
Petiole USA
New York
-$2.04M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.77M
3
ACM
Ategra Capital Management
Virginia
-$919K
4
Millennium Management
Millennium Management
New York
-$303K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$296K
Name Holding Trade Value Shares
Change 		Change in
Stake
FL
1
Fourthstone LLC
Missouri
$14.4M +$4.81M +413,446 +66%
ACM
2
Ategra Capital Management
Virginia
$13.8M -$919K -79,078 -7%
BFC
3
Banc Funds Company
Illinois
$10.9M +$628K +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 -$3.2K -275 -0.1%
BlackRock
7
BlackRock
New York
$2.98M +$184K +15,853 +8%
MWP
8
Meridian Wealth Partners
Pennsylvania
$2.64M -$12.9K -1,114 -0.6%
WCP
9
Wick Capital Partners
Pennsylvania
$2.01M – – –
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$1.99M +$138K +11,897 +9%
GCM
11
Gator Capital Management
Florida
$1.31M -$264K -22,714 -19%
LSV Asset Management
12
LSV Asset Management
Illinois
$1.29M +$36.2K +3,114 +3%
BCM
13
Bridgeway Capital Management
Texas
$1.25M – – –
Geode Capital Management
14
Geode Capital Management
Massachusetts
$1.16M +$14K +1,205 +1%
PU
15
Petiole USA
New York
$1.12M -$2.04M -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 +$561K +48,222 New
Bank of America
19
Bank of America
North Carolina
$531K +$329K +28,316 +286%
Barclays
20
Barclays
United Kingdom
$519K -$9.07K -780 -2%
NFC
21
Northeast Financial Consultants
Connecticut
$463K – – –
Renaissance Technologies
22
Renaissance Technologies
New York
$455K +$8.14K +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 +$170K +14,588 +99%
1
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MRBK Hedge Fund Activity: Q4 2023 in Review

45 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Meridian (MRBK) for Q4 2023, worth a combined $85.2M — 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 16 added to existing stakes and 10 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 $85.2M 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.