We are live on ! Find out more
MVBF icon

MVB Financial
MVBF

69 hedge funds and large institutions have $131M invested in MVB Financial in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

6% more capital invested

Capital invested by funds: $123M → $131M (+$7.69M)

1% more funds holding

Funds holding: 68 → 69 (+1)

0.44% less ownership

Funds ownership: 46.02% → 45.57% (-0.44%)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
21
Reduced
22
Closed
7
Calls
$15K
Puts
–
Net Calls
+$15K
Net Calls Change
+$15K

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.21M
2
First Trust Advisors
First Trust Advisors
Illinois
+$845K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$556K
4
Millennium Management
Millennium Management
New York
+$401K
5
Renaissance Technologies
Renaissance Technologies
New York
+$224K

Top Sellers

Rank Fund Capital Flow
1
TCM
TimesSquare Capital Management
New York
-$1.23M
2
BlackRock
BlackRock
New York
-$1.21M
3
ECA
Endeavour Capital Advisors
Connecticut
-$585K
4
Stifel Financial
Stifel Financial
Missouri
-$403K
5
BCM
BHZ Capital Management
California
-$272K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
26
Cornercap Investment Counsel
Georgia
$617K -$4.13K -175 -0.6%
MCWS
27
McKinley Carter Wealth Services
West Virginia
$584K – – –
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$554K +$10.6K +447 +2%
EMFAT
29
Emerald Mutual Fund Advisers Trust
Pennsylvania
$504K – – –
State of Wisconsin Investment Board
30
State of Wisconsin Investment Board
Wisconsin
$490K -$73.3K -3,100 -13%
HCA
31
Harbour Capital Advisors
Virginia
$474K – – –
CAM
32
Cresset Asset Management
Illinois
$454K +$2.17K +92 +0.5%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$385K +$1.09K +46 +0.3%
Millennium Management
34
Millennium Management
New York
$383K +$401K +16,954 New
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$364K – – –
FNT
36
First National Trust
Pennsylvania
$354K -$122K -5,150 -25%
Bank of America
37
Bank of America
North Carolina
$334K -$60.1K -2,542 -15%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$260K -$18.9K -800 -7%
Barclays
39
Barclays
United Kingdom
$239K -$8.77K -371 -3%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$219K +$26.3K +1,111 +13%
Renaissance Technologies
41
Renaissance Technologies
New York
$215K +$224K +9,500 New
First Manhattan
42
First Manhattan
New York
$215K – – –
CH
43
Canton Hathaway
Rhode Island
$194K – – –
Deutsche Bank
44
Deutsche Bank
Germany
$172K +$49.3K +2,088 +38%
Osaic Holdings
45
Osaic Holdings
Arizona
$152K -$1.32K -56 -0.8%
UBS Group
46
UBS Group
Switzerland
$140K -$6.9K -292 -5%
MIM
47
MetLife Investment Management
New Jersey
$136K – – –
AIG
48
American International Group
New York
$128K +$4.75K +201 +4%
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$119K +$31.9K +1,350 +35%
SG Americas Securities
50
SG Americas Securities
New York
$109K +$114K +4,806 New
1
2
3

MVBF Hedge Fund Activity: Q3 2023 in Review

69 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q3 2023, worth a combined $131M — up 6.2% from $123M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MVBF positions and 7 closed out — a net gain of 1 holder — while 21 added to existing stakes and 22 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.21M. The largest seller was TimesSquare Capital Management, cutting an estimated $1.23M.

  • 69 institutional investors held MVB Financial (MVBF) as of Q3 2023, up from 68 in Q2 2023.
  • Funds reported $131M of MVB Financial stock for Q3 2023, up 6.2% quarter-over-quarter.
  • 8 funds opened new MVB Financial positions in Q3 2023 and 7 closed out, a net change of +1 holder.
  • The largest MVB Financial buyer in Q3 2023 was Wellington Management Group, an estimated $1.21M added.
  • The largest MVB Financial seller in Q3 2023 was TimesSquare Capital Management, an estimated $1.23M sold.

Based on aggregated 13F filings for Q3 2023.