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MVB Financial

78 hedge funds and large institutions have $234M invested in MVB Financial in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

89% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 18

5% more funds holding

Funds holding: 7478 (+4)

3% more capital invested

Capital invested by funds: $226M → $234M (+$7.78M)

0.09% more ownership

Funds ownership: 45.62%45.71% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
78
Holders Change
+4
Holders Change %
+5.41%
% of All Funds
1.37%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
8
Increased
34
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$1.2M -$148K -3,639 -12%
PP
27
Palladium Partners
Virginia
$1.2M +$1.14M +27,934 New
EI
28
EAM Investors
California
$1.19M -$743K -18,237 -40%
Renaissance Technologies
29
Renaissance Technologies
New York
$1.14M +$73.4K +1,800 +7%
Charles Schwab
30
Charles Schwab
California
$1.11M +$81.2K +1,993 +8%
JC
31
JCSD Capital
California
$1.05M
CAM
32
Cresset Asset Management
Illinois
$870K +$319K +7,821 +63%
WB
33
WesBanco Bank
West Virginia
$869K
First Trust Advisors
34
First Trust Advisors
Illinois
$852K +$565K +13,859 +230%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$835K
CAMG
36
CWA Asset Management Group
Florida
$783K +$41 +1 +0%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$601K +$19.4K +475 +4%
IA
38
IndexIQ Advisors
New York
$570K +$54.3K +1,333 +11%
FC
39
Full18 Capital
Connecticut
$569K
First Manhattan
40
First Manhattan
New York
$522K
Wells Fargo
41
Wells Fargo
California
$463K -$1.17M -28,675 -73%
LPL Financial
42
LPL Financial
California
$392K +$26K +638 +7%
Jacobs Levy Equity Management
43
Jacobs Levy Equity Management
New Jersey
$378K +$360K +8,830 New
Russell Investments Group
44
Russell Investments Group
United Kingdom
$369K -$519K -12,740 -60%
AQR Capital Management
45
AQR Capital Management
Connecticut
$367K +$349K +8,560 New
CH
46
Canton Hathaway
Rhode Island
$367K +$350K +8,574 New
Morgan Stanley
47
Morgan Stanley
New York
$346K -$62K -1,520 -16%
MAM
48
Martingale Asset Management
Massachusetts
$335K +$318K +7,804 New
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$292K +$16.8K +413 +6%
State of Wisconsin Investment Board
50
State of Wisconsin Investment Board
Wisconsin
$291K +$24.5K +600 +10%

MVBF Hedge Fund Activity: Q3 2021 in Review

78 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q3 2021, worth a combined $234M — up 3.4% from $226M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MVBF positions and 4 closed out — a net gain of 4 holders — while 34 added to existing stakes and 18 trimmed.

The largest buyer was TimesSquare Capital Management, adding an estimated $6.96M. The largest seller was Wellington Management Group, cutting an estimated $1.84M.

  • 78 institutional investors held MVB Financial (MVBF) as of Q3 2021, up from 74 in Q2 2021.
  • Funds reported $234M of MVB Financial stock for Q3 2021, up 3.4% quarter-over-quarter.
  • 8 funds opened new MVB Financial positions in Q3 2021 and 4 closed out, a net change of +4 holders.
  • The largest MVB Financial buyer in Q3 2021 was TimesSquare Capital Management, an estimated $6.96M added.
  • The largest MVB Financial seller in Q3 2021 was Wellington Management Group, an estimated $1.84M sold.

Based on aggregated 13F filings for Q3 2021.