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MVB Financial
MVBF

Overview Fund Activity

85 hedge funds and large institutions have $123M invested in MVB Financial in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+6
Holders Change %
+7.59%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
31
Reduced
19
Closed
3
Calls
–
Puts
$33K
Net Calls
-$33K
Net Calls Change
-$5K

Top Buyers

1
II
1
Inspire Investing
Idaho
$772K
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$11.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$912K
4
BlackRock
4
BlackRock
New York
$17M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$7.12M

Top Sellers

1
TCM
1
TimesSquare Capital Management
New York
$15M
2
AFA
2
AA Financial Advisors
Ohio
$0
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$540K
4
Boston Partners
4
Boston Partners
Massachusetts
$0
5
First Trust Advisors
5
First Trust Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$24.6M -$135K -6,996 -0.5%
BlackRock
2
BlackRock
New York
$17M +$479K +24,723 +3%
TCM
3
TimesSquare Capital Management
New York
$15M -$1.64M -84,747 -10%
Vanguard Group
4
Vanguard Group
Pennsylvania
$11.8M +$592K +30,584 +5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$7.12M +$472K +24,375 +7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$5.14M +$116K +6,002 +2%
State Street
7
State Street
Massachusetts
$4.37M +$121K +6,274 +3%
ECA
8
Endeavour Capital Advisors
Connecticut
$3.64M – – –
BCM
9
Bridgeway Capital Management
Texas
$3.57M +$89.8K +4,636 +3%
BFC
10
Banc Funds Company
Illinois
$2.11M – – –
Morgan Stanley
11
Morgan Stanley
New York
$1.96M +$225K +11,603 +13%
American Century Companies
12
American Century Companies
Missouri
$1.9M +$69.3K +3,578 +4%
Northern Trust
13
Northern Trust
Illinois
$1.86M -$59.4K -3,067 -3%
PFA
14
Pure Financial Advisors
California
$1.64M – – –
KAS
15
Kestra Advisory Services
Texas
$1.45M – – –
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.22M -$142K -7,348 -10%
AllianceBernstein
17
AllianceBernstein
Tennessee
$1.02M -$109K -5,630 -10%
Prudential Financial
18
Prudential Financial
New Jersey
$970K +$19.4K +1,000 +2%
Citadel Advisors
19
Citadel Advisors
Florida
$912K +$505K +26,106 +124%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$911K – – –
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$889K +$206K +10,649 +30%
Goldman Sachs
22
Goldman Sachs
New York
$888K +$295K +15,263 +50%
II
23
Inspire Investing
Idaho
$772K +$772K +39,855 New
HFS
24
Hoge Financial Services
Pennsylvania
$671K -$13.1K -678 -2%
Charles Schwab
25
Charles Schwab
California
$622K – – –
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