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MVB Financial

58 hedge funds and large institutions have $101M invested in MVB Financial in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

36% more capital invested

Capital invested by funds: $74.3M → $101M (+$26.9M)

4% more funds holding

Funds holding: 5658 (+2)

0.97% less ownership

Funds ownership: 38.88%37.92% (-0.97%)

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
1.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
8
Increased
22
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
EJF Capital
Virginia
$19.9M -$4.74M -249,899 -22%
BlackRock
2
BlackRock
New York
$12.9M +$1.04M +54,796 +11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.5M -$939K -49,516 -9%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$10.8M +$1.05M +55,441 +13%
ECA
5
Endeavour Capital Advisors
Connecticut
$7.44M +$99.4K +5,240 +2%
SCC
6
Second Curve Capital
Pennsylvania
$3.94M -$677K -35,709 -17%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.56M +$173K +9,102 +6%
State Street
8
State Street
Massachusetts
$3.45M +$22.8K +1,200 +0.8%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$3.28M +$289K +15,252 +12%
Northern Trust
10
Northern Trust
Illinois
$2.35M -$79K -4,168 -4%
Renaissance Technologies
11
Renaissance Technologies
New York
$2.22M +$772K +40,700 +71%
PFA
12
Pure Financial Advisors
California
$1.92M
BFC
13
Banc Funds Company
Illinois
$1.64M
MPAM
14
Monarch Partners Asset Management
Massachusetts
$1.54M +$1.29M +67,985 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.22M +$107K +5,664 +12%
BCM
16
Bridgeway Capital Management
Texas
$1.14M +$952K +50,200 New
PH
17
Pinnacle Holdings
Oklahoma
$938K
ACA
18
Apis Capital Advisors
New York
$816K +$683K +36,000 New
Wells Fargo
19
Wells Fargo
California
$797K +$74.1K +3,908 +13%
CP
20
Covalent Partners
Massachusetts
$797K +$666K +35,137 New
JP Morgan Chase
21
JP Morgan Chase
New York
$693K +$402K +21,216 +227%
N
22
Nuveen
North Carolina
$654K +$264K +13,916 +94%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$631K +$5.59K +295 +1%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$585K +$103K +5,436 +27%
JC
25
JCSD Capital
California
$557K +$466K +24,548 New

MVBF Hedge Fund Activity: Q4 2020 in Review

58 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q4 2020, worth a combined $101M — up 36% from $74.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MVBF positions and 5 closed out — a net gain of 3 holders — while 22 added to existing stakes and 15 trimmed.

The largest buyer was Monarch Partners Asset Management, opening a new position worth an estimated $1.29M. The largest seller was EJF Capital, cutting an estimated $4.74M.

  • 58 institutional investors held MVB Financial (MVBF) as of Q4 2020, up from 56 in Q3 2020.
  • Funds reported $101M of MVB Financial stock for Q4 2020, up 36% quarter-over-quarter.
  • 8 funds opened new MVB Financial positions in Q4 2020 and 5 closed out, a net change of +3 holders.
  • The largest MVB Financial buyer in Q4 2020 was Monarch Partners Asset Management, an estimated $1.29M added.
  • The largest MVB Financial seller in Q4 2020 was EJF Capital, an estimated $4.74M sold.

Based on aggregated 13F filings for Q4 2020.