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MVB Financial
MVBF

Overview Fund Activity

77 hedge funds and large institutions have $142M invested in MVB Financial in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+8
Holders Change %
+11.59%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
30
Reduced
17
Closed
1
Calls
–
Puts
$7K
Net Calls
-$7K
Net Calls Change
-$22K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.75M
2
TCM
2
TimesSquare Capital Management
New York
$13.9M
3
BlackRock
3
BlackRock
New York
$20.1M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$30.5M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$736K

Top Sellers

1
ECA
1
Endeavour Capital Advisors
Connecticut
$7.81M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$1.31M
3
HCA
3
Harbour Capital Advisors
Virginia
$0
4
Boston Partners
4
Boston Partners
Massachusetts
$353K
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$30.5M +$1.11M +49,007 +4%
BlackRock
2
BlackRock
New York
$20.1M +$1.31M +58,103 +7%
TCM
3
TimesSquare Capital Management
New York
$13.9M +$2.01M +88,975 +17%
Vanguard Group
4
Vanguard Group
Pennsylvania
$12M +$126K +5,586 +1%
ECA
5
Endeavour Capital Advisors
Connecticut
$7.81M -$1.96M -86,816 -20%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$6.77M +$556K +24,626 +9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$5.31M +$188K +8,346 +4%
Morgan Stanley
8
Morgan Stanley
New York
$4.75M +$2.67M +118,211 +128%
State Street
9
State Street
Massachusetts
$4.72M +$65.8K +2,917 +1%
BCM
10
Bridgeway Capital Management
Texas
$3.65M – – –
Northern Trust
11
Northern Trust
Illinois
$2.31M +$182K +8,061 +9%
BFC
12
Banc Funds Company
Illinois
$2.02M – – –
PFA
13
Pure Financial Advisors
California
$1.91M – – –
American Century Companies
14
American Century Companies
Missouri
$1.86M -$1.04K -46 -0.1%
AFA
15
AA Financial Advisors
Ohio
$1.69M +$1.69M +75,000 New
Russell Investments Group
16
Russell Investments Group
United Kingdom
$1.68M -$235K -10,413 -12%
AllianceBernstein
17
AllianceBernstein
Tennessee
$1.31M +$5.19K +230 +0.4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.31M -$608K -26,966 -32%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$1.06M +$150K +6,628 +16%
Prudential Financial
20
Prudential Financial
New Jersey
$1.04M +$227K +10,070 +28%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$1.01M +$185K +8,201 +22%
Millennium Management
22
Millennium Management
New York
$990K +$608K +26,931 +159%
HFS
23
Hoge Financial Services
Pennsylvania
$784K +$784K +34,736 New
Assenagon Asset Management
24
Assenagon Asset Management
Luxembourg
$736K +$736K +32,603 New
First Trust Advisors
25
First Trust Advisors
Illinois
$726K -$80K -3,544 -10%
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