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MVB Financial

74 hedge funds and large institutions have $226M invested in MVB Financial in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

42% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 19

34% more capital invested

Capital invested by funds: $169M → $226M (+$57.1M)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

3% more funds holding

Funds holding: 7274 (+2)

2.46% more ownership

Funds ownership: 43.16%45.62% (+2.5%)

Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
1.29%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
12
Increased
27
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
26
American Century Companies
Missouri
$1.41M +$324K +7,928 +32%
JP Morgan Chase
27
JP Morgan Chase
New York
$1.35M -$219K -5,372 -15%
MCWS
28
McKinley Carter Wealth Services
West Virginia
$1.1M
Renaissance Technologies
29
Renaissance Technologies
New York
$1.06M -$1.69M -41,300 -62%
JC
30
JCSD Capital
California
$1.05M
ACA
31
Anchor Capital Advisors
Massachusetts
$1.03M +$989K +24,235 New
Charles Schwab
32
Charles Schwab
California
$1.02M +$31.8K +779 +3%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$910K +$14.2K +347 +2%
WB
34
WesBanco Bank
West Virginia
$865K -$127K -3,100 -13%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$832K +$796K +19,500 New
CAMG
36
CWA Asset Management Group
Florida
$784K
Bank of America
37
Bank of America
North Carolina
$645K +$126K +3,086 +26%
Acadian Asset Management
38
Acadian Asset Management
Massachusetts
$594K -$271K -6,636 -32%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$579K -$18K -442 -3%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$578K -$53.2K -1,303 -9%
FC
41
Full18 Capital
Connecticut
$567K +$542K +13,283 New
CAM
42
Cresset Asset Management
Illinois
$533K +$510K +12,500 New
First Manhattan
43
First Manhattan
New York
$520K
IA
44
IndexIQ Advisors
New York
$511K +$1.43K +35 +0.3%
Morgan Stanley
45
Morgan Stanley
New York
$410K +$183K +4,486 +87%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$400K +$3.14K +77 +0.8%
LPL Financial
47
LPL Financial
California
$364K -$39.8K -976 -10%
Osaic Holdings
48
Osaic Holdings
Arizona
$276K -$72.5K -1,777 -22%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$275K +$11.8K +288 +5%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$273K -$6.65K -163 -2%

MVBF Hedge Fund Activity: Q2 2021 in Review

74 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q2 2021, worth a combined $226M — up 34% from $169M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MVBF positions and 10 closed out — a net gain of 2 holders — while 27 added to existing stakes and 19 trimmed.

The largest buyer was TimesSquare Capital Management, opening a new position worth an estimated $15M. The largest seller was Wellington Management Group, cutting an estimated $5.65M.

  • 74 institutional investors held MVB Financial (MVBF) as of Q2 2021, up from 72 in Q1 2021.
  • Funds reported $226M of MVB Financial stock for Q2 2021, up 34% quarter-over-quarter.
  • 12 funds opened new MVB Financial positions in Q2 2021 and 10 closed out, a net change of +2 holders.
  • The largest MVB Financial buyer in Q2 2021 was TimesSquare Capital Management, an estimated $15M added.
  • The largest MVB Financial seller in Q2 2021 was Wellington Management Group, an estimated $5.65M sold.

Based on aggregated 13F filings for Q2 2021.