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MVB Financial
MVBF

Overview Fund Activity

79 hedge funds and large institutions have $119M invested in MVB Financial in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
–
Holders Change %
0%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
35
Reduced
20
Closed
8
Calls
–
Puts
$28K
Net Calls
-$28K
Net Calls Change
-$24K

Top Buyers

1
KAS
Kestra Advisory Services
Texas
$1.4M
2
Boston Partners
Boston Partners
Massachusetts
$694K
3
Vanguard Group
Vanguard Group
Pennsylvania
$10.8M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$6.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$1.31M

Top Sellers

1
TCM
TimesSquare Capital Management
New York
$16M
2
Millennium Management
Millennium Management
New York
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$23.8M
4
Morgan Stanley
Morgan Stanley
New York
$1.67M
5
ECA
Endeavour Capital Advisors
Connecticut
$3.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CH
51
Canton Hathaway
Rhode Island
$141K – – –
Wells Fargo
52
Wells Fargo
California
$131K +$56.6K +3,038 +76%
UBS Group
53
UBS Group
Switzerland
$131K -$79.6K -4,273 -38%
Osaic Holdings
54
Osaic Holdings
Arizona
$126K +$578 +31 +0.5%
MIM
55
MetLife Investment Management
New Jersey
$123K +$10.6K +567 +9%
Mirae Asset Global ETFs Holdings
56
Mirae Asset Global ETFs Holdings
Hong Kong
$121K +$121K +6,508 New
CF
57
Corebridge Financial
Texas
$115K +$115K +6,172 New
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$89K +$37 +2 +0%
TRCT
59
Tower Research Capital (TRC)
New York
$80.1K +$78.8K +4,230 +6,130%
CIBC Private Wealth Group
60
CIBC Private Wealth Group
Georgia
$76.8K +$669 +36 +0.9%
BCMLT
61
Beacon Capital Management LLC (Tennessee)
Tennessee
$60.6K – – –
Citigroup
62
Citigroup
New York
$48K +$3.23K +173 +7%
Fidelity Investments
63
Fidelity Investments
Massachusetts
$28.7K +$354 +19 +1%
AIP
64
Ameritas Investment Partners
Nebraska
$20.9K – – –
Legal & General Group
65
Legal & General Group
United Kingdom
$17.6K – – –
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$15.5K -$5.8K -311 -27%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$10.3K – – –
PMAM
68
Picton Mahoney Asset Management
Ontario, Canada
$9K +$9K +506 New
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$8K +$4.34K +220 +118%
CHC
70
City Holding Co
West Virginia
$7.08K – – –
AB
71
Amalgamated Bank
New York
$7K – – –
FHA
72
First Horizon Advisors
Tennessee
$5.59K – – –
EWA
73
EverSource Wealth Advisors
Alabama
$1.95K – – –
Ohio Public Employees Retirement System (OPERS)
74
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.7K -$93 -5 -5%
FFO
75
Fortitude Family Office
Arizona
$1.1K – – –
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