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MVB Financial
MVBF

Overview Fund Activity

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
Holders
77
Holders Change
+8
Holders Change %
+11.59%
% of All Funds
1.13%
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

1
Morgan Stanley
1
Morgan Stanley
New York
$4.75M
2
TCM
2
TimesSquare Capital Management
New York
$13.9M
3
BlackRock
3
BlackRock
New York
$20.1M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$30.5M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$736K

Top Sellers

1
ECA
1
Endeavour Capital Advisors
Connecticut
$7.81M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$1.31M
3
HCA
3
Harbour Capital Advisors
Virginia
$0
4
Boston Partners
4
Boston Partners
Massachusetts
$353K
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
76
EverSource Wealth Advisors
Alabama
$1.92K – – –
FFO
77
Fortitude Family Office
Arizona
$1.33K +$1.33K +59 New
HCA
78
Harbour Capital Advisors
Virginia
– -$474K -20,988 Closed
1 2 3
4