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MVB Financial
MVBF

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

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

6% more capital invested

Capital invested by funds: $123M → $131M (+$7.69M)

1% more funds holding

Funds holding: 68 → 69 (+1)

0.44% less ownership

Funds ownership: 46.02% → 45.57% (-0.44%)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

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

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.21M
2
First Trust Advisors
First Trust Advisors
Illinois
+$845K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$556K
4
Millennium Management
Millennium Management
New York
+$401K
5
Renaissance Technologies
Renaissance Technologies
New York
+$224K

Top Sellers

Rank Fund Capital Flow
1
TCM
TimesSquare Capital Management
New York
-$1.23M
2
BlackRock
BlackRock
New York
-$1.21M
3
ECA
Endeavour Capital Advisors
Connecticut
-$585K
4
Stifel Financial
Stifel Financial
Missouri
-$403K
5
BCM
BHZ Capital Management
California
-$272K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$29.5M +$1.21M +51,342 +4%
BlackRock
2
BlackRock
New York
$18.8M -$1.21M -51,322 -6%
TCM
3
TimesSquare Capital Management
New York
$11.9M -$1.23M -52,065 -9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$11.8M +$22.1K +935 +0.2%
ECA
5
Endeavour Capital Advisors
Connecticut
$9.78M -$585K -24,769 -5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$6.21M +$556K +23,543 +9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$5.13M +$196K +8,277 +4%
State Street
8
State Street
Massachusetts
$4.66M +$24K +1,016 +0.5%
BCM
9
Bridgeway Capital Management
Texas
$3.66M – – –
Northern Trust
10
Northern Trust
Illinois
$2.13M +$58.8K +2,488 +3%
Morgan Stanley
11
Morgan Stanley
New York
$2.08M -$57.5K -2,434 -3%
BFC
12
Banc Funds Company
Illinois
$2.02M – – –
Russell Investments Group
13
Russell Investments Group
United Kingdom
$1.92M -$166K -7,045 -8%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.92M +$77.1K +3,261 +4%
PFA
15
Pure Financial Advisors
California
$1.92M – – –
American Century Companies
16
American Century Companies
Missouri
$1.87M +$38.1K +1,612 +2%
AllianceBernstein
17
AllianceBernstein
Tennessee
$1.3M +$18.7K +790 +1%
N
18
Nuveen
North Carolina
$913K – – –
JP Morgan Chase
19
JP Morgan Chase
New York
$828K -$162K -6,842 -16%
Prudential Financial
20
Prudential Financial
New Jersey
$818K +$206K +8,700 +32%
First Trust Advisors
21
First Trust Advisors
Illinois
$807K +$845K +35,746 New
Charles Schwab
22
Charles Schwab
California
$690K – – –
Goldman Sachs
23
Goldman Sachs
New York
$665K -$83.2K -3,523 -11%
Boston Partners
24
Boston Partners
Massachusetts
$634K -$114K -4,806 -15%
Cerity Partners
25
Cerity Partners
New York
$631K -$354 -15 -0.1%
1
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MVBF Hedge Fund Activity: Q3 2023 in Review

69 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q3 2023, worth a combined $131M — up 6.2% from $123M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MVBF positions and 7 closed out — a net gain of 1 holder — while 21 added to existing stakes and 22 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.21M. The largest seller was TimesSquare Capital Management, cutting an estimated $1.23M.

  • 69 institutional investors held MVB Financial (MVBF) as of Q3 2023, up from 68 in Q2 2023.
  • Funds reported $131M of MVB Financial stock for Q3 2023, up 6.2% quarter-over-quarter.
  • 8 funds opened new MVB Financial positions in Q3 2023 and 7 closed out, a net change of +1 holder.
  • The largest MVB Financial buyer in Q3 2023 was Wellington Management Group, an estimated $1.21M added.
  • The largest MVB Financial seller in Q3 2023 was TimesSquare Capital Management, an estimated $1.23M sold.

Based on aggregated 13F filings for Q3 2023.