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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
78
Holders Change
+4
Holders Change %
+5.41%
% of All Funds
1.37%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
8
Increased
34
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TCM
TimesSquare Capital Management
New York
+$6.96M
2
MCWS
McKinley Carter Wealth Services
West Virginia
+$1.22M
3
PP
Palladium Partners
Virginia
+$1.14M
4
MCA
Mendon Capital Advisors
Florida
+$611K
5
First Trust Advisors
First Trust Advisors
Illinois
+$565K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.84M
2
SFS
Sowell Financial Services
Arkansas
-$1.59M
3
Wells Fargo
Wells Fargo
California
-$1.17M
4
SCC
Second Curve Capital
Pennsylvania
-$1.02M
5
EI
EAM Investors
California
-$743K
Name Holding Trade Value Shares
Change 		Change in
Stake
EC
1
EJF Capital
Virginia
$37.7M – – –
BlackRock
2
BlackRock
New York
$26.2M +$89.4K +2,192 +0.4%
TCM
3
TimesSquare Capital Management
New York
$23.1M +$6.96M +170,794 +46%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$20.5M -$1.84M -45,201 -9%
Vanguard Group
5
Vanguard Group
Pennsylvania
$20M +$158K +3,879 +0.8%
ECA
6
Endeavour Capital Advisors
Connecticut
$14M – – –
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$7.47M -$46.5K -1,141 -0.7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$7.28M +$117K +2,871 +2%
SCC
9
Second Curve Capital
Pennsylvania
$7.14M -$1.02M -25,049 -13%
State Street
10
State Street
Massachusetts
$7.14M +$333K +8,180 +5%
BCM
11
Bridgeway Capital Management
Texas
$5.51M +$204K +5,000 +4%
ACA
12
Apis Capital Advisors
New York
$4.45M – – –
Northern Trust
13
Northern Trust
Illinois
$3.82M -$131K -3,218 -3%
BFC
14
Banc Funds Company
Illinois
$3.67M +$397K +9,750 +13%
PFA
15
Pure Financial Advisors
California
$3.63M – – –
Invesco
16
Invesco
Georgia
$2.78M +$232K +5,693 +10%
MPAM
17
Monarch Partners Asset Management
Massachusetts
$2.49M +$230K +5,643 +11%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.43M +$122K +2,989 +6%
MCWS
19
McKinley Carter Wealth Services
West Virginia
$2.39M +$1.22M +29,837 +115%
CP
20
Covalent Partners
Massachusetts
$2.36M – – –
MCA
21
Mendon Capital Advisors
Florida
$2.35M +$611K +15,000 +38%
American Century Companies
22
American Century Companies
Missouri
$1.64M +$210K +5,146 +16%
N
23
Nuveen
North Carolina
$1.6M -$109K -2,662 -6%
Goldman Sachs
24
Goldman Sachs
New York
$1.47M -$388K -9,512 -22%
ACA
25
Anchor Capital Advisors
Massachusetts
$1.35M +$293K +7,185 +30%
1
2 3 4

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.