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Meridian

41 hedge funds and large institutions have $77.4M invested in Meridian in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

22% more capital invested

Capital invested by funds: $63.5M → $77.4M (+$13.9M)

3% more funds holding

Funds holding: 4041 (+1)

0.96% more ownership

Funds ownership: 53.79%54.75% (+0.96%)

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.59%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
3
Increased
16
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FL
1
Fourthstone LLC
Missouri
$14.1M -$25.8K -2,260 -0.2%
ACM
2
Ategra Capital Management
Virginia
$13M +$194K +17,023 +2%
BFC
3
Banc Funds Company
Illinois
$10.5M +$427K +37,450 +5%
SVBP
4
Strategic Value Bank Partners
Ohio
$8.23M
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.75M
First Manhattan
6
First Manhattan
New York
$5.4M +$1.11M +97,500 +30%
BlackRock
7
BlackRock
New York
$2.77M +$207K +18,195 +9%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$2.5M +$302K +26,525 +15%
WCP
9
Wick Capital Partners
Pennsylvania
$1.83M
MWP
10
Meridian Wealth Partners
Pennsylvania
$1.82M -$716K -62,867 -30%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.18M +$32.3K +2,838 +3%
LSV Asset Management
12
LSV Asset Management
Illinois
$1.15M -$4.56K -400 -0.4%
BCM
13
Bridgeway Capital Management
Texas
$1.12M
Renaissance Technologies
14
Renaissance Technologies
New York
$875K +$394K +34,600 +100%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$753K +$2.28K +200 +0.3%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$733K -$60.7K -5,327 -8%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$675K
Barclays
18
Barclays
United Kingdom
$511K +$41.9K +3,675 +10%
HSBC Holdings
19
HSBC Holdings
United Kingdom
$380K +$11.3K +989 +3%
State Street
20
State Street
Massachusetts
$372K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$259K
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$254K +$224K +19,674 +4,894%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$254K +$66.8K +5,859 +41%
MCA
24
Mendon Capital Advisors
Florida
$235K -$130K -11,413 -38%
EM
25
ELCO Management
New York
$235K

MRBK Hedge Fund Activity: Q3 2024 in Review

41 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Meridian (MRBK) for Q3 2024, worth a combined $77.4M — up 22% from $63.5M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new MRBK positions and 2 closed out — a net gain of 1 holder — while 16 added to existing stakes and 10 trimmed.

The largest buyer was First Manhattan, adding an estimated $1.11M. The largest seller was Gator Capital Management, exiting entirely with an estimated $857K sold.

  • 41 institutional investors held Meridian (MRBK) as of Q3 2024, up from 40 in Q2 2024.
  • Funds reported $77.4M of Meridian stock for Q3 2024, up 22% quarter-over-quarter.
  • 3 funds opened new Meridian positions in Q3 2024 and 2 closed out, a net change of +1 holder.
  • The largest Meridian buyer in Q3 2024 was First Manhattan, an estimated $1.11M added.
  • The largest Meridian seller in Q3 2024 was Gator Capital Management, an estimated $857K sold.

Based on aggregated 13F filings for Q3 2024.