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MVB Financial
MVBF

Overview Fund Activity

79 hedge funds and large institutions have $119M invested in MVB Financial in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
79
Holders Change
–
Holders Change %
0%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
35
Reduced
20
Closed
8
Calls
–
Puts
$28K
Net Calls
-$28K
Net Calls Change
-$24K

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$1.4M
2
Boston Partners
2
Boston Partners
Massachusetts
$694K
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.8M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$6.4M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.31M

Top Sellers

1
TCM
1
TimesSquare Capital Management
New York
$16M
2
Millennium Management
2
Millennium Management
New York
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$23.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.67M
5
ECA
5
Endeavour Capital Advisors
Connecticut
$3.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$23.8M -$441K -23,675 -2%
TCM
2
TimesSquare Capital Management
New York
$16M -$1.6M -85,954 -9%
BlackRock
3
BlackRock
New York
$15.9M -$158K -8,455 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$10.8M +$355K +19,051 +3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$6.4M +$348K +18,649 +6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$4.83M +$208K +11,158 +4%
State Street
7
State Street
Massachusetts
$4.09M +$38.7K +2,077 +1%
ECA
8
Endeavour Capital Advisors
Connecticut
$3.5M -$304K -16,332 -8%
BCM
9
Bridgeway Capital Management
Texas
$3.35M +$129K +6,920 +4%
BFC
10
Banc Funds Company
Illinois
$2.04M +$237K +12,700 +13%
Northern Trust
11
Northern Trust
Illinois
$1.84M -$29.9K -1,606 -2%
American Century Companies
12
American Century Companies
Missouri
$1.76M -$298 -16 -0%
Morgan Stanley
13
Morgan Stanley
New York
$1.67M -$365K -19,577 -18%
PFA
14
Pure Financial Advisors
California
$1.58M – – –
Russell Investments Group
15
Russell Investments Group
United Kingdom
$1.49M -$8.11K -435 -0.5%
AFA
16
AA Financial Advisors
Ohio
$1.4M – – –
KAS
17
Kestra Advisory Services
Texas
$1.4M +$1.4M +75,000 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.31M +$264K +14,176 +25%
AllianceBernstein
19
AllianceBernstein
Tennessee
$1.09M -$2.93K -157 -0.3%
Prudential Financial
20
Prudential Financial
New Jersey
$916K -$162K -8,700 -15%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$877K – – –
Invesco
22
Invesco
Georgia
$823K +$142K +7,601 +21%
Boston Partners
23
Boston Partners
Massachusetts
$694K +$369K +19,782 +113%
HFS
24
Hoge Financial Services
Pennsylvania
$659K +$6K +322 +0.9%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$658K -$274K -14,683 -29%
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