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MVB Financial

78 hedge funds and large institutions have $116M invested in MVB Financial in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

67% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 18

10% more funds holding

Funds holding: 7178 (+7)

0.7% less ownership

Funds ownership: 45.41%44.71% (-0.7%)

4% less capital invested

Capital invested by funds: $121M → $116M (-$4.61M)

Holders
78
Holders Change
+7
Holders Change %
+9.86%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
30
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$21.2M -$872K -37,604 -4%
TCM
2
TimesSquare Capital Management
New York
$13.9M -$4.39M -189,260 -22%
BlackRock
3
BlackRock
New York
$13.7M +$97.2K +4,191 +0.6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$10.8M +$374K +16,128 +3%
ECA
5
Endeavour Capital Advisors
Connecticut
$9.45M +$180K +7,766 +2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$5.05M +$241K +10,410 +4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.15M +$290K +12,489 +7%
State Street
8
State Street
Massachusetts
$3.99M +$193K +8,305 +4%
BCM
9
Bridgeway Capital Management
Texas
$3.34M -$62.6K -2,700 -2%
EC
10
EJF Capital
Virginia
$2.68M -$2.79M -120,140 -48%
BFC
11
Banc Funds Company
Illinois
$1.77M
PFA
12
Pure Financial Advisors
California
$1.75M
American Century Companies
13
American Century Companies
Missouri
$1.74M +$139K +5,976 +8%
Northern Trust
14
Northern Trust
Illinois
$1.72M -$39.2K -1,692 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.66M -$20.5K -885 -1%
Millennium Management
16
Millennium Management
New York
$1.5M +$1.69M +72,786 New
Morgan Stanley
17
Morgan Stanley
New York
$1.31M +$420K +18,087 +40%
AllianceBernstein
18
AllianceBernstein
Tennessee
$1.15M -$1M -43,174 -44%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$981K +$902K +38,884 +451%
JP Morgan Chase
20
JP Morgan Chase
New York
$861K -$2.69K -116 -0.3%
Citadel Advisors
21
Citadel Advisors
Florida
$701K -$334K -14,410 -30%
Goldman Sachs
22
Goldman Sachs
New York
$681K +$367K +15,825 +92%
QC
23
Quadrature Capital
United Kingdom
$668K +$496K +21,388 +194%
ACA
24
Anchor Capital Advisors
Massachusetts
$620K +$16.5K +710 +2%
Charles Schwab
25
Charles Schwab
California
$571K

MVBF Hedge Fund Activity: Q1 2023 in Review

78 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q1 2023, worth a combined $116M — down 3.8% from $121M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MVBF positions and 5 closed out — a net gain of 7 holders — while 30 added to existing stakes and 18 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $1.69M. The largest seller was TimesSquare Capital Management, cutting an estimated $4.39M.

  • 78 institutional investors held MVB Financial (MVBF) as of Q1 2023, up from 71 in Q4 2022.
  • Funds reported $116M of MVB Financial stock for Q1 2023, down 3.8% quarter-over-quarter.
  • 12 funds opened new MVB Financial positions in Q1 2023 and 5 closed out, a net change of +7 holders.
  • The largest MVB Financial buyer in Q1 2023 was Millennium Management, an estimated $1.69M added.
  • The largest MVB Financial seller in Q1 2023 was TimesSquare Capital Management, an estimated $4.39M sold.

Based on aggregated 13F filings for Q1 2023.