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MVB Financial

72 hedge funds and large institutions have $169M invested in MVB Financial in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

67% more capital invested

Capital invested by funds: $101M → $169M (+$67.6M)

24% more funds holding

Funds holding: 5872 (+14)

5.25% more ownership

Funds ownership: 37.92%43.16% (+5.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

32% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 25

Holders
72
Holders Change
+14
Holders Change %
+24.14%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
17
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
EJF Capital
Virginia
$29.7M -$28 -1 -0%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$22.4M +$5.27M +188,037 +40%
BlackRock
3
BlackRock
New York
$20.4M +$973K +34,738 +6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$15.1M -$1.67M -59,534 -12%
ECA
5
Endeavour Capital Advisors
Connecticut
$11.1M
SCC
6
Second Curve Capital
Pennsylvania
$6.67M +$667K +23,798 +14%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$5.62M +$612K +21,845 +15%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$5.46M +$129K +4,621 +3%
State Street
9
State Street
Massachusetts
$4.93M -$176K -6,279 -4%
Northern Trust
10
Northern Trust
Illinois
$3.13M -$308K -10,984 -11%
ACA
11
Apis Capital Advisors
New York
$2.87M +$1.37M +49,000 +136%
PFA
12
Pure Financial Advisors
California
$2.87M
MI
13
M3F Inc
Utah
$2.5M +$2.08M +74,115 New
BFC
14
Banc Funds Company
Illinois
$2.34M -$84K -3,000 -4%
Renaissance Technologies
15
Renaissance Technologies
New York
$2.23M -$885K -31,600 -32%
CP
16
Covalent Partners
Massachusetts
$1.86M +$556K +19,863 +57%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.78M -$27.4K -978 -2%
SFS
18
Sowell Financial Services
Arkansas
$1.78M +$1.26M +44,846 New
BCM
19
Bridgeway Capital Management
Texas
$1.7M
Goldman Sachs
20
Goldman Sachs
New York
$1.63M +$1.03M +36,949 +330%
EI
21
EAM Investors
California
$1.55M +$1.29M +45,927 New
EVC
22
Eidelman Virant Capital
Missouri
$1.51M +$1.26M +45,009 New
MPAM
23
Monarch Partners Asset Management
Massachusetts
$1.45M -$700K -25,010 -37%
PH
24
Pinnacle Holdings
Oklahoma
$1.4M
JP Morgan Chase
25
JP Morgan Chase
New York
$1.25M +$180K +6,425 +21%

MVBF Hedge Fund Activity: Q1 2021 in Review

72 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q1 2021, worth a combined $169M — up 67% from $101M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MVBF positions and 4 closed out — a net gain of 14 holders — while 17 added to existing stakes and 25 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $5.27M. The largest seller was Vanguard Group, cutting an estimated $1.67M.

  • 72 institutional investors held MVB Financial (MVBF) as of Q1 2021, up from 58 in Q4 2020.
  • Funds reported $169M of MVB Financial stock for Q1 2021, up 67% quarter-over-quarter.
  • 18 funds opened new MVB Financial positions in Q1 2021 and 4 closed out, a net change of +14 holders.
  • The largest MVB Financial buyer in Q1 2021 was Wellington Management Group, an estimated $5.27M added.
  • The largest MVB Financial seller in Q1 2021 was Vanguard Group, an estimated $1.67M sold.

Based on aggregated 13F filings for Q1 2021.