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Meridian
MRBK

41 hedge funds and large institutions have $61.5M invested in Meridian in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.47% more ownership

Funds ownership: 54.81% → 55.28% (+0.47%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less funds holding

Funds holding: 45 → 41 (-4)

17% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 18

28% less capital invested

Capital invested by funds: $85.2M → $61.5M (-$23.7M)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
41
Holders Change
-4
Holders Change %
-8.89%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
1
Increased
15
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$878K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$618K
3
SG
Strid Group
Pennsylvania
+$480K
4
Jane Street
Jane Street
New York
+$418K
5
MWP
Meridian Wealth Partners
Pennsylvania
+$269K

Top Sellers

Rank Fund Capital Flow
1
PU
Petiole USA
New York
-$1.12M
2
BlackRock
BlackRock
New York
-$251K
3
6CM
683 Capital Management
New York
-$221K
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$220K
5
ECM
ExodusPoint Capital Management
New York
-$217K
Name Holding Trade Value Shares
Change 		Change in
Stake
FL
1
Fourthstone LLC
Missouri
$11.1M +$878K +79,443 +8%
ACM
2
Ategra Capital Management
Virginia
$10M +$163K +14,784 +1%
BFC
3
Banc Funds Company
Illinois
$7.79M +$33.4K +3,025 +0.4%
SVBP
4
Strategic Value Bank Partners
Ohio
$6.46M – – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$5.3M – – –
First Manhattan
6
First Manhattan
New York
$3.24M -$2.49K -225 -0.1%
MWP
7
Meridian Wealth Partners
Pennsylvania
$2.13M +$269K +24,312 +13%
BlackRock
8
BlackRock
New York
$1.9M -$251K -22,752 -11%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$1.59M +$196K +17,704 +12%
WCP
10
Wick Capital Partners
Pennsylvania
$1.43M – – –
LSV Asset Management
11
LSV Asset Management
Illinois
$921K – – –
BCM
12
Bridgeway Capital Management
Texas
$879K -$15.5K -1,400 -2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$866K +$42.6K +3,856 +5%
GCM
14
Gator Capital Management
Florida
$812K -$133K -12,009 -13%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$800K +$618K +55,895 +226%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$589K – – –
Jane Street
17
Jane Street
New York
$538K +$418K +37,789 +230%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$538K +$26.5K +2,396 +5%
MCA
19
Mendon Capital Advisors
Florida
$476K -$201K -18,222 -38%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$432K +$198K +17,903 +70%
SG
21
Strid Group
Pennsylvania
$431K +$480K +43,450 New
Barclays
22
Barclays
United Kingdom
$364K -$6.87K -622 -2%
Renaissance Technologies
23
Renaissance Technologies
New York
$342K +$19.9K +1,800 +6%
State Street
24
State Street
Massachusetts
$292K -$24.3K -2,200 -7%
HSBC Holdings
25
HSBC Holdings
United Kingdom
$289K – – –
1
2

MRBK Hedge Fund Activity: Q1 2024 in Review

41 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Meridian (MRBK) for Q1 2024, worth a combined $61.5M — down 28% from $85.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of MRBK and 1 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 15 added.

The largest buyer was Fourthstone LLC, adding an estimated $878K. The largest seller was Petiole USA, exiting entirely with an estimated $1.12M sold.

  • 41 institutional investors held Meridian (MRBK) as of Q1 2024, down from 45 in Q4 2023.
  • Funds reported $61.5M of Meridian stock for Q1 2024, down 28% quarter-over-quarter.
  • 1 fund opened new Meridian positions in Q1 2024 and 5 closed out, a net change of -4 holders.
  • The largest Meridian buyer in Q1 2024 was Fourthstone LLC, an estimated $878K added.
  • The largest Meridian seller in Q1 2024 was Petiole USA, an estimated $1.12M sold.

Based on aggregated 13F filings for Q1 2024.