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MVB Financial
MVBF

77 hedge funds and large institutions have $142M invested in MVB Financial in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

76% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 17

12% more funds holding

Funds holding: 69 → 77 (+8)

8% more capital invested

Capital invested by funds: $131M → $142M (+$11.1M)

3.83% more ownership

Funds ownership: 45.57% → 49.4% (+3.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $7K

Holders
77
Holders Change
+8
Holders Change %
+11.59%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
30
Reduced
17
Closed
1
Calls
–
Puts
$7K
Net Calls
-$7K
Net Calls Change
-$22K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.5M
2
TCM
TimesSquare Capital Management
New York
+$1.88M
3
BlackRock
BlackRock
New York
+$1.23M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.04M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$690K

Top Sellers

Rank Fund Capital Flow
1
ECA
Endeavour Capital Advisors
Connecticut
-$1.84M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$571K
3
HCA
Harbour Capital Advisors
Virginia
-$474K
4
Boston Partners
Boston Partners
Massachusetts
-$263K
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$220K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$704K +$69.4K +3,282 +12%
Citadel Advisors
27
Citadel Advisors
Florida
$703K +$659K +31,152 New
Charles Schwab
28
Charles Schwab
California
$689K – – –
Goldman Sachs
29
Goldman Sachs
New York
$634K -$29.1K -1,377 -5%
CIC
30
Cornercap Investment Counsel
Georgia
$617K – – –
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$594K +$37.3K +1,765 +7%
MCWS
32
McKinley Carter Wealth Services
West Virginia
$584K – – –
Barclays
33
Barclays
United Kingdom
$540K +$282K +13,326 +126%
EMFAT
34
Emerald Mutual Fund Advisers Trust
Pennsylvania
$503K – – –
State of Wisconsin Investment Board
35
State of Wisconsin Investment Board
Wisconsin
$492K +$2.12K +100 +0.5%
CAM
36
Cresset Asset Management
Illinois
$458K +$3.32K +157 +0.8%
First Manhattan
37
First Manhattan
New York
$417K +$190K +9,000 +95%
Bank of America
38
Bank of America
North Carolina
$382K +$45.4K +2,148 +15%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$380K -$3.98K -188 -1%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$356K +$91K +4,300 +37%
FNT
41
First National Trust
Pennsylvania
$354K – – –
Boston Partners
42
Boston Partners
Massachusetts
$353K -$263K -12,411 -44%
Two Sigma Investments
43
Two Sigma Investments
New York
$327K +$306K +14,474 New
UBS Group
44
UBS Group
Switzerland
$282K +$134K +6,313 +102%
Squarepoint
45
Squarepoint
New York
$273K +$256K +12,119 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$238K +$17.9K +846 +9%
Renaissance Technologies
47
Renaissance Technologies
New York
$232K +$16.9K +800 +8%
QC
48
Quadrature Capital
United Kingdom
$231K +$215K +10,152 New
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$228K -$127K -6,007 -37%
CH
50
Canton Hathaway
Rhode Island
$193K – – –
1
2
3 4

MVBF Hedge Fund Activity: Q4 2023 in Review

77 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q4 2023, worth a combined $142M — up 8.5% from $131M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MVBF positions and 1 closed out — a net gain of 8 holders — while 30 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.5M. The largest seller was Endeavour Capital Advisors, cutting an estimated $1.84M.

  • 77 institutional investors held MVB Financial (MVBF) as of Q4 2023, up from 69 in Q3 2023.
  • Funds reported $142M of MVB Financial stock for Q4 2023, up 8.5% quarter-over-quarter.
  • 9 funds opened new MVB Financial positions in Q4 2023 and 1 closed out, a net change of +8 holders.
  • The largest MVB Financial buyer in Q4 2023 was Morgan Stanley, an estimated $2.5M added.
  • The largest MVB Financial seller in Q4 2023 was Endeavour Capital Advisors, an estimated $1.84M sold.

Based on aggregated 13F filings for Q4 2023.