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MVB Financial
MVBF

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

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

63% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 19

8% more funds holding

Funds holding: 79 → 85 (+6)

3% more capital invested

Capital invested by funds: $119M → $123M (+$3.96M)

0.41% less ownership

Funds ownership: 49.6% → 49.19% (-0.41%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $33K

Holders
85
Holders Change
+6
Holders Change %
+7.59%
% of All Funds
1.22%
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

Rank Fund Capital Flow
1
II
Inspire Investing
Idaho
+$826K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$634K
3
Citadel Advisors
Citadel Advisors
Florida
+$541K
4
BlackRock
BlackRock
New York
+$513K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$505K

Top Sellers

Rank Fund Capital Flow
1
TCM
TimesSquare Capital Management
New York
-$1.76M
2
AFA
AA Financial Advisors
Ohio
-$1.4M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$1.08M
4
Boston Partners
Boston Partners
Massachusetts
-$694K
5
First Trust Advisors
First Trust Advisors
Illinois
-$621K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$24.6M -$145K -6,996 -0.5%
BlackRock
2
BlackRock
New York
$17M +$513K +24,723 +3%
TCM
3
TimesSquare Capital Management
New York
$15M -$1.76M -84,747 -10%
Vanguard Group
4
Vanguard Group
Pennsylvania
$11.8M +$634K +30,584 +5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$7.12M +$505K +24,375 +7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$5.14M +$124K +6,002 +2%
State Street
7
State Street
Massachusetts
$4.37M +$130K +6,274 +3%
ECA
8
Endeavour Capital Advisors
Connecticut
$3.64M – – –
BCM
9
Bridgeway Capital Management
Texas
$3.57M +$96.1K +4,636 +3%
BFC
10
Banc Funds Company
Illinois
$2.11M – – –
Morgan Stanley
11
Morgan Stanley
New York
$1.96M +$241K +11,603 +13%
American Century Companies
12
American Century Companies
Missouri
$1.9M +$74.2K +3,578 +4%
Northern Trust
13
Northern Trust
Illinois
$1.86M -$63.6K -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 -$152K -7,348 -10%
AllianceBernstein
17
AllianceBernstein
Tennessee
$1.02M -$117K -5,630 -10%
Prudential Financial
18
Prudential Financial
New Jersey
$970K +$20.7K +1,000 +2%
Citadel Advisors
19
Citadel Advisors
Florida
$912K +$541K +26,106 +124%
N
20
Nuveen
North Carolina
$911K – – –
JP Morgan Chase
21
JP Morgan Chase
New York
$889K +$221K +10,649 +30%
Goldman Sachs
22
Goldman Sachs
New York
$888K +$316K +15,263 +50%
II
23
Inspire Investing
Idaho
$772K +$826K +39,855 New
HFS
24
Hoge Financial Services
Pennsylvania
$671K -$14.1K -678 -2%
Charles Schwab
25
Charles Schwab
California
$622K – – –
1
2 3 4

MVBF Hedge Fund Activity: Q3 2024 in Review

85 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q3 2024, worth a combined $123M — up 3.3% from $119M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MVBF positions and 3 closed out — a net gain of 6 holders — while 31 added to existing stakes and 19 trimmed.

The largest buyer was Inspire Investing, opening a new position worth an estimated $826K. The largest seller was TimesSquare Capital Management, cutting an estimated $1.76M.

  • 85 institutional investors held MVB Financial (MVBF) as of Q3 2024, up from 79 in Q2 2024.
  • Funds reported $123M of MVB Financial stock for Q3 2024, up 3.3% quarter-over-quarter.
  • 9 funds opened new MVB Financial positions in Q3 2024 and 3 closed out, a net change of +6 holders.
  • The largest MVB Financial buyer in Q3 2024 was Inspire Investing, an estimated $826K added.
  • The largest MVB Financial seller in Q3 2024 was TimesSquare Capital Management, an estimated $1.76M sold.

Based on aggregated 13F filings for Q3 2024.