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MVB Financial

79 hedge funds and large institutions have $142M invested in MVB Financial in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

3% more funds holding

Funds holding: 7779 (+2)

0% more capital invested

Capital invested by funds: $142M → $142M (+$474K)

0.33% more ownership

Funds ownership: 49.4%49.73% (+0.33%)

0% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 25

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4K

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
25
Reduced
25
Closed
7
Calls
Puts
$4K
Net Calls
-$4K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$682K
Assenagon Asset Management
27
Assenagon Asset Management
Luxembourg
$626K -$99K -4,564 -14%
Goldman Sachs
28
Goldman Sachs
New York
$597K -$28.6K -1,317 -5%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$596K +$8.33K +384 +1%
MCWS
30
McKinley Carter Wealth Services
West Virginia
$577K
CAM
31
Cresset Asset Management
Illinois
$456K +$3.43K +158 +0.8%
Millennium Management
32
Millennium Management
New York
$454K -$510K -23,522 -54%
BNP Paribas Financial Markets
33
BNP Paribas Financial Markets
France
$451K +$367K +16,916 +516%
State of Wisconsin Investment Board
34
State of Wisconsin Investment Board
Wisconsin
$424K -$60.7K -2,800 -13%
Citadel Advisors
35
Citadel Advisors
Florida
$417K -$270K -12,471 -40%
First Manhattan
36
First Manhattan
New York
$413K
Boston Partners
37
Boston Partners
Massachusetts
$389K +$38.9K +1,793 +11%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$387K +$10.5K +484 +3%
Barclays
39
Barclays
United Kingdom
$362K -$167K -7,706 -32%
FNT
40
First National Trust
Pennsylvania
$350K
Two Sigma Advisers
41
Two Sigma Advisers
New York
$315K -$36.9K -1,700 -11%
SCA
42
Sippican Capital Advisors
Massachusetts
$308K +$299K +13,810 New
UBS Group
43
UBS Group
Switzerland
$252K -$26.4K -1,218 -10%
EF
44
Empowered Funds
Pennsylvania
$248K +$241K +11,098 New
Renaissance Technologies
45
Renaissance Technologies
New York
$241K +$10.8K +500 +5%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$225K
Bank of America
47
Bank of America
North Carolina
$214K -$159K -7,318 -43%
Squarepoint
48
Squarepoint
New York
$213K -$55.6K -2,562 -21%
Acadian Asset Management
49
Acadian Asset Management
Massachusetts
$180K +$176K +8,135 New
Deutsche Bank
50
Deutsche Bank
Germany
$178K +$15.3K +707 +10%

MVBF Hedge Fund Activity: Q1 2024 in Review

79 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q1 2024, worth a combined $142M — up 0.33% from $142M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MVBF positions and 7 closed out — a net gain of 2 holders — while 25 added to existing stakes and 25 trimmed.

The largest buyer was TimesSquare Capital Management, adding an estimated $7.14M. The largest seller was Endeavour Capital Advisors, cutting an estimated $3.08M.

  • 79 institutional investors held MVB Financial (MVBF) as of Q1 2024, up from 77 in Q4 2023.
  • Funds reported $142M of MVB Financial stock for Q1 2024, up 0.33% quarter-over-quarter.
  • 9 funds opened new MVB Financial positions in Q1 2024 and 7 closed out, a net change of +2 holders.
  • The largest MVB Financial buyer in Q1 2024 was TimesSquare Capital Management, an estimated $7.14M added.
  • The largest MVB Financial seller in Q1 2024 was Endeavour Capital Advisors, an estimated $3.08M sold.

Based on aggregated 13F filings for Q1 2024.