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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.21M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$845K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$556K |
| 4 |
Millennium Management
New York
|
+$401K |
| 5 |
Renaissance Technologies
New York
|
+$224K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
TimesSquare Capital Management
New York
|
-$1.23M |
| 2 |
BlackRock
New York
|
-$1.21M |
| 3 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
-$585K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$403K |
| 5 |
BCM
BHZ Capital Management
San Jose,
California
|
-$272K |
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.