MVB Financial
MVBF
78 hedge funds and large institutions have $234M invested in MVB Financial in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
89% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 18
5% more funds holding
Funds holding: 74 → 78 (+4)
3% more capital invested
Capital invested by funds: $226M → $234M (+$7.78M)
0.09% more ownership
Funds ownership: 45.62% → 45.71% (+0.09%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
TimesSquare Capital Management
New York
|
+$6.96M |
| 2 |
MCWS
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
+$1.22M |
| 3 |
PP
Palladium Partners
Norfolk,
Virginia
|
+$1.14M |
| 4 |
MCA
Mendon Capital Advisors
Key Largo,
Florida
|
+$611K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$565K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.84M |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$1.59M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.17M |
| 4 |
SCC
Second Curve Capital
Radnor,
Pennsylvania
|
-$1.02M |
| 5 |
EI
EAM Investors
Solana Beach,
California
|
-$743K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
76
Ameritas Investment Partners
Lincoln,
Nebraska
| $32K | – | – | – |
|
|
TRCT
77
Tower Research Capital (TRC)
New York
| $13K | -$21.6K | -529 | -63% |
|
|
PA
78
Parallel Advisors
San Francisco,
California
| $1K | +$693 | +17 | New |
|
|
SFS
79
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$1.59M | -37,246 | Closed |
|
80
California Public Employees Retirement System
Sacramento,
California
| – | -$210K | -4,911 | Closed |
|
81
UBS Group
Zurich,
Switzerland
| – | -$28K | -665 | Closed |
|
82
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$3K | -63 | Closed |
|
MVBF Hedge Fund Activity: Q3 2021 in Review
78 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q3 2021, worth a combined $234M — up 3.4% from $226M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new MVBF positions and 4 closed out — a net gain of 4 holders — while 34 added to existing stakes and 18 trimmed.
The largest buyer was TimesSquare Capital Management, adding an estimated $6.96M. The largest seller was Wellington Management Group, cutting an estimated $1.84M.
- 78 institutional investors held MVB Financial (MVBF) as of Q3 2021, up from 74 in Q2 2021.
- Funds reported $234M of MVB Financial stock for Q3 2021, up 3.4% quarter-over-quarter.
- 8 funds opened new MVB Financial positions in Q3 2021 and 4 closed out, a net change of +4 holders.
- The largest MVB Financial buyer in Q3 2021 was TimesSquare Capital Management, an estimated $6.96M added.
- The largest MVB Financial seller in Q3 2021 was Wellington Management Group, an estimated $1.84M sold.
Based on aggregated 13F filings for Q3 2021.