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Meridian

40 hedge funds and large institutions have $63.5M invested in Meridian in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

3% more capital invested

Capital invested by funds: $61.5M → $63.5M (+$2.03M)

1.49% less ownership

Funds ownership: 55.28%53.79% (-1.5%)

2% less funds holding

Funds holding: 4140 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

44% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 16

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
0.58%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
2
Increased
9
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FL
1
Fourthstone LLC
Missouri
$11.8M +$37.7K +3,949 +0.4%
ACM
2
Ategra Capital Management
Virginia
$10.6M +$15.1K +1,577 +0.2%
BFC
3
Banc Funds Company
Illinois
$8.33M +$57.4K +6,000 +0.8%
SVBP
4
Strategic Value Bank Partners
Ohio
$6.85M
Vanguard Group
5
Vanguard Group
Pennsylvania
$5.62M
First Manhattan
6
First Manhattan
New York
$3.47M +$23.8K +2,491 +0.8%
MWP
7
Meridian Wealth Partners
Pennsylvania
$2.18M -$73.8K -7,724 -4%
BlackRock
8
BlackRock
New York
$2.11M +$85.1K +8,901 +5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$1.8M +$101K +10,514 +7%
WCP
10
Wick Capital Partners
Pennsylvania
$1.52M
LSV Asset Management
11
LSV Asset Management
Illinois
$961K -$14K -1,466 -2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$954K +$32.6K +3,409 +4%
BCM
13
Bridgeway Capital Management
Texas
$933K
GCM
14
Gator Capital Management
Florida
$857K -$4.08K -427 -0.5%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$666K -$166K -17,324 -21%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$625K
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$562K -$8.13K -850 -2%
MCA
18
Mendon Capital Advisors
Florida
$511K
Barclays
19
Barclays
United Kingdom
$386K
Renaissance Technologies
20
Renaissance Technologies
New York
$364K +$956 +100 +0.3%
State Street
21
State Street
Massachusetts
$310K
HSBC Holdings
22
HSBC Holdings
United Kingdom
$298K
SG
23
Strid Group
Pennsylvania
$240K -$197K -20,601 -47%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$216K
EM
25
ELCO Management
New York
$196K +$5.4K +565 +3%

MRBK Hedge Fund Activity: Q2 2024 in Review

40 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Meridian (MRBK) for Q2 2024, worth a combined $63.5M — up 3.3% from $61.5M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of MRBK and 2 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 9 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $101K. The largest seller was Jane Street, exiting entirely with an estimated $538K sold.

  • 40 institutional investors held Meridian (MRBK) as of Q2 2024, down from 41 in Q1 2024.
  • Funds reported $63.5M of Meridian stock for Q2 2024, up 3.3% quarter-over-quarter.
  • 2 funds opened new Meridian positions in Q2 2024 and 3 closed out, a net change of -1 holder.
  • The largest Meridian buyer in Q2 2024 was Dimensional Fund Advisors, an estimated $101K added.
  • The largest Meridian seller in Q2 2024 was Jane Street, an estimated $538K sold.

Based on aggregated 13F filings for Q2 2024.