Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Meridian Corp (MRBK)

100 + Investors. Track Smart Money conviction in MRBK. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
9Q ▲
Buyers last Q
67%

Smart Money Signals — MRBK

Based on 101 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added MRBK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
101 hedge funds hold MRBK right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +55% more funds vs a year ago

fund count last 6Q
+36 new funds entered over the past year (+55% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 67% buying

65 buying32 selling
Last quarter: 65 funds were net buyers (16 opened a brand new position + 49 added to an existing one). Only 32 were sellers (20 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 27 → 10 → 14 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 22% medium ■ 23% new
56 out of 101 hedge funds have held MRBK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

17 → 27 → 10 → 14 → 16 new funds/Q
New funds entering each quarter: 27 → 10 → 14 → 16. MRBK is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 64% veterans vs 33% newcomers

■ 64% veterans ■ 3% 1-2yr ■ 33% new
Entry-cohort mix of 101 holders: 65 (64%) are 2+ year veterans, 3 entered 1–2 years ago, and 33 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
33 of 101 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in MRBK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MRBK

In 2026 Q2, 65 hedge funds were net buyers of MRBK (16 opened a new position, 49 added to an existing one), while 32 reduced or exited (20 trimmed, 12 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. 41% of total institutional value in MRBK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 101.

Hedge Fund Ownership: MRBK

How many hedge funds hold MRBK — quarterly history vs. share price
Quarterly hedge fund ownership of MRBK vs. share price

Market Analysis: MRBK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MRBK

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 1 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: MRBK
100 + Investors

Track Smart Money conviction in MRBK. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 100 97 3.09%
13F Shares 8M 8M 1.75%
Total Value $147M $137M 7.47%
New Positions 16 14 +2
Increased Positions 48 31 +17
Closed Positions 13 9 +4
Reduced Positions 20 31 -11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MRBK

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Institutional Holders (2026 Q2)

100 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MRBK. Verified SEC 13F-HR filings.

QUARTER:
Top 25 MRBK holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Strategic Value Bank Partners LLC 9.13% 651,298 $13.0M
2 Fourthstone LLC 7.68% 538,390 $10.8M
3 Banc Funds Co LLC 1.27% 382,533 $7.7M
4 SummerHaven Investment Management, LLC 0.58% 54,421 $1.1M
5 Wick Capital Partners, LLC 0.44% 144,516 $2.9M
6 Key FInancial Inc 0.19% 59,366 $1.2M
7 Mendon Capital Advisors Corp 0.19% 26,216 $525K
8 Meridian Wealth Partners, LLC 0.16% 66,850 $1.3M
9 ELCO Management Co., LLC 0.10% 11,216 $225K
10 Borer Denton & Associates, Inc. 0.09% 13,629 $273K
11 Traynor Capital Management, Inc. 0.02% 25,000 $501K
12 First Manhattan CO. LLC. 0.02% 437,696 $8.8M
13 Strid Group, LLC 0.02% 10,000 $200K
14 Bridgeway Capital Management, LLC 0.02% 61,203 $1.2M
15 Segall Bryant & Hamill, LLC 0.02% 79,285 $1.6M
16 Occudo Quantitative Strategies LP 0.02% 14,670 $294K
17 Ancora Advisors LLC 0.01% 32,960 $660K
18 Trexquant Investment LP 0.01% 99,196 $2.0M
19 XTX Topco Ltd 0.01% 34,105 $683K
20 Jacobs Levy Equity Management, Inc 0.01% 86,641 $1.7M
21 Martingale Asset Management L P 0.01% 11,812 $237K
22 Quadrature Capital Ltd 0.01% 32,568 $652K
23 Connor, Clark & Lunn Investment Management Ltd. 0.00% 129,471 $2.6M
24 Qube Research & Technologies Ltd 0.00% 217,353 $4.4M
25 Algert Global LLC 0.00% 15,413 $309K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Meridian Corp (MRBK)

What does the Smart Money Trend signal show for MRBK?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added MRBK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MRBK?

More buyers than sellers — 67% buying: Last quarter: 65 funds were net buyers (16 opened a brand new position + 49 added to an existing one). Only 32 were sellers (20 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MRBK holders?

Elite ownership — 41% AUM from top-100 funds: 33 of 101 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in MRBK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MRBK?

55% of holders stayed for 2+ years: 56 out of 101 hedge funds have held MRBK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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