We are live on ! Find out more
MVBF icon

MVB Financial

81 hedge funds and large institutions have $233M invested in MVB Financial in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

18% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 22

4% more funds holding

Funds holding: 7881 (+3)

0.87% more ownership

Funds ownership: 45.71%46.59% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% less capital invested

Capital invested by funds: $234M → $233M (-$504K)

Holders
81
Holders Change
+3
Holders Change %
+3.85%
% of All Funds
1.25%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
10
Increased
26
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1
TimesSquare Capital Management
New York
$42.3M +$20.3M +480,323 +89%
BlackRock
2
BlackRock
New York
$26.4M +$1.11M +26,200 +4%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$21.1M +$1.29M +30,684 +6%
EC
4
EJF Capital
Virginia
$20.2M -$16.6M -393,253 -45%
Vanguard Group
5
Vanguard Group
Pennsylvania
$19.7M +$370K +8,756 +2%
ECA
6
Endeavour Capital Advisors
Connecticut
$13.6M
BCM
7
Bridgeway Capital Management
Texas
$7.21M +$1.9M +45,000 +35%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$7.11M -$136K -3,220 -2%
State Street
9
State Street
Massachusetts
$7.09M +$174K +4,134 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$7.09M +$37.9K +898 +0.5%
SCC
11
Second Curve Capital
Pennsylvania
$6.74M -$181K -4,281 -3%
ACA
12
Apis Capital Advisors
New York
$4.32M
Northern Trust
13
Northern Trust
Illinois
$3.67M -$30.2K -715 -0.8%
BFC
14
Banc Funds Company
Illinois
$3.56M
PFA
15
Pure Financial Advisors
California
$3.52M
JC
16
JCSD Capital
California
$2.72M +$1.73M +41,020 +167%
MCWS
17
McKinley Carter Wealth Services
West Virginia
$2.32M +$4.64K +110 +0.2%
CP
18
Covalent Partners
Massachusetts
$2.28M
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.24M -$122K -2,890 -5%
Invesco
20
Invesco
Georgia
$2.2M -$507K -12,023 -19%
American Century Companies
21
American Century Companies
Missouri
$2.14M +$562K +13,306 +35%
MCA
22
Mendon Capital Advisors
Florida
$2.08M -$211K -5,000 -9%
N
23
Nuveen
North Carolina
$1.46M -$111K -2,632 -7%
ACA
24
Anchor Capital Advisors
Massachusetts
$1.26M -$42.3K -1,002 -3%
JP Morgan Chase
25
JP Morgan Chase
New York
$1.25M +$86.2K +2,043 +7%

MVBF Hedge Fund Activity: Q4 2021 in Review

81 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q4 2021, worth a combined $233M — down 0.22% from $234M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MVBF positions and 7 closed out — a net gain of 3 holders — while 26 added to existing stakes and 22 trimmed.

The largest buyer was TimesSquare Capital Management, adding an estimated $20.3M. The largest seller was EJF Capital, cutting an estimated $16.6M.

  • 81 institutional investors held MVB Financial (MVBF) as of Q4 2021, up from 78 in Q3 2021.
  • Funds reported $233M of MVB Financial stock for Q4 2021, down 0.22% quarter-over-quarter.
  • 10 funds opened new MVB Financial positions in Q4 2021 and 7 closed out, a net change of +3 holders.
  • The largest MVB Financial buyer in Q4 2021 was TimesSquare Capital Management, an estimated $20.3M added.
  • The largest MVB Financial seller in Q4 2021 was EJF Capital, an estimated $16.6M sold.

Based on aggregated 13F filings for Q4 2021.