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MVB Financial
MVBF

Overview Fund Activity

69 hedge funds and large institutions have $131M invested in MVB Financial in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
21
Reduced
22
Closed
7
Calls
$15K
Puts
–
Net Calls
+$15K
Net Calls Change
+$15K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$29.5M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$807K
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$6.21M
4
Millennium Management
4
Millennium Management
New York
$383K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$215K

Top Sellers

1
TCM
1
TimesSquare Capital Management
New York
$11.9M
2
BlackRock
2
BlackRock
New York
$18.8M
3
ECA
3
Endeavour Capital Advisors
Connecticut
$9.78M
4
Stifel Financial
4
Stifel Financial
Missouri
$0
5
BCM
5
BHZ Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$29.5M +$1.16M +51,342 +4%
BlackRock
2
BlackRock
New York
$18.8M -$1.16M -51,322 -6%
TCM
3
TimesSquare Capital Management
New York
$11.9M -$1.18M -52,065 -9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$11.8M +$21.1K +935 +0.2%
ECA
5
Endeavour Capital Advisors
Connecticut
$9.78M -$559K -24,769 -5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$6.21M +$532K +23,543 +9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$5.13M +$187K +8,277 +4%
State Street
8
State Street
Massachusetts
$4.66M +$22.9K +1,016 +0.5%
BCM
9
Bridgeway Capital Management
Texas
$3.66M – – –
Northern Trust
10
Northern Trust
Illinois
$2.13M +$56.2K +2,488 +3%
Morgan Stanley
11
Morgan Stanley
New York
$2.08M -$55K -2,434 -3%
BFC
12
Banc Funds Company
Illinois
$2.02M – – –
Russell Investments Group
13
Russell Investments Group
United Kingdom
$1.92M -$159K -7,045 -8%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.92M +$73.6K +3,261 +4%
PFA
15
Pure Financial Advisors
California
$1.92M – – –
American Century Companies
16
American Century Companies
Missouri
$1.87M +$36.4K +1,612 +2%
AllianceBernstein
17
AllianceBernstein
Tennessee
$1.3M +$17.8K +790 +1%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$913K – – –
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$828K -$154K -6,842 -16%
Prudential Financial
20
Prudential Financial
New Jersey
$818K +$196K +8,700 +32%
First Trust Advisors
21
First Trust Advisors
Illinois
$807K +$807K +35,746 New
Charles Schwab
22
Charles Schwab
California
$690K – – –
Goldman Sachs
23
Goldman Sachs
New York
$665K -$79.5K -3,523 -11%
Boston Partners
24
Boston Partners
Massachusetts
$634K -$109K -4,806 -15%
Cerity Partners
25
Cerity Partners
New York
$631K -$339 -15 -0.1%
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