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MVB Financial

74 hedge funds and large institutions have $226M invested in MVB Financial in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

42% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 19

34% more capital invested

Capital invested by funds: $169M → $226M (+$57.1M)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

3% more funds holding

Funds holding: 7274 (+2)

2.46% more ownership

Funds ownership: 43.16%45.62% (+2.5%)

Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
1.29%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
12
Increased
27
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
EJF Capital
Virginia
$37.5M
BlackRock
2
BlackRock
New York
$26M +$193K +4,723 +0.8%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$22.3M -$5.65M -138,523 -21%
Vanguard Group
4
Vanguard Group
Pennsylvania
$19.7M +$636K +15,570 +3%
TCM
5
TimesSquare Capital Management
New York
$15.7M +$15M +368,260 New
ECA
6
Endeavour Capital Advisors
Connecticut
$14M
SCC
7
Second Curve Capital
Pennsylvania
$8.18M -$229K -5,612 -3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$7.49M +$360K +8,830 +5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$7.13M +$227K +5,560 +3%
State Street
10
State Street
Massachusetts
$6.76M +$521K +12,760 +9%
BCM
11
Bridgeway Capital Management
Texas
$5.28M +$3M +73,500 +146%
ACA
12
Apis Capital Advisors
New York
$4.44M +$776K +19,000 +22%
Northern Trust
13
Northern Trust
Illinois
$3.94M -$11.8K -288 -0.3%
PFA
14
Pure Financial Advisors
California
$3.62M
BFC
15
Banc Funds Company
Illinois
$3.24M +$279K +6,838 +10%
Invesco
16
Invesco
Georgia
$2.53M +$1.96M +48,130 +432%
CP
17
Covalent Partners
Massachusetts
$2.35M
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.3M +$46.2K +1,132 +2%
MPAM
19
Monarch Partners Asset Management
Massachusetts
$2.24M +$388K +9,507 +22%
EI
20
EAM Investors
California
$1.96M
Goldman Sachs
21
Goldman Sachs
New York
$1.87M -$179K -4,385 -9%
N
22
Nuveen
North Carolina
$1.78M +$546K +13,370 +47%
MCA
23
Mendon Capital Advisors
Florida
$1.71M +$1.63M +40,000 New
Wells Fargo
24
Wells Fargo
California
$1.68M +$511K +12,529 +46%
SFS
25
Sowell Financial Services
Arkansas
$1.59M -$310K -7,600 -17%

MVBF Hedge Fund Activity: Q2 2021 in Review

74 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q2 2021, worth a combined $226M — up 34% from $169M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MVBF positions and 10 closed out — a net gain of 2 holders — while 27 added to existing stakes and 19 trimmed.

The largest buyer was TimesSquare Capital Management, opening a new position worth an estimated $15M. The largest seller was Wellington Management Group, cutting an estimated $5.65M.

  • 74 institutional investors held MVB Financial (MVBF) as of Q2 2021, up from 72 in Q1 2021.
  • Funds reported $226M of MVB Financial stock for Q2 2021, up 34% quarter-over-quarter.
  • 12 funds opened new MVB Financial positions in Q2 2021 and 10 closed out, a net change of +2 holders.
  • The largest MVB Financial buyer in Q2 2021 was TimesSquare Capital Management, an estimated $15M added.
  • The largest MVB Financial seller in Q2 2021 was Wellington Management Group, an estimated $5.65M sold.

Based on aggregated 13F filings for Q2 2021.