Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MERIDIAN CORP (MRBK)

96 + 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
↑ +5
Streak
8Q ▲
Buyers last Q
53%

Smart Money Signals — MRBK

Based on 97 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 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
97 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 — +56% more funds vs a year ago

fund count last 6Q
+35 new funds entered over the past year (+56% 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.
🟡

Slight buying edge — 53% buying

45 buying40 selling
Last quarter: 45 funds bought or added vs 40 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 27 → 10 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 19% medium ■ 30% new
50 out of 97 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.
⚠️

Saturation — most institutions already know this story

12 → 17 → 27 → 10 → 14 new funds/Q
New funds entering each quarter: 17 → 27 → 10 → 14. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Deep conviction — 60% of holders stayed 2+ years

■ 60% veterans ■ 5% 1-2yr ■ 35% new
Of 97 current holders: 58 (60%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
26 of 97 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 Q1, 45 hedge funds were net buyers of MRBK (14 opened a new position, 31 added to an existing one), while 40 reduced or exited (31 trimmed, 9 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 22% of total institutional value in MRBK is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 97.

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

-- --

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

Is It Too Late to Buy MERIDIAN CORP (MRBK) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MRBK has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 71d ago
MRBK
+7.4%
XLF
+5.8%

MRBK outperformed XLF by +1.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 26d ago
MRBK
+12.9%
XLF
+2.2%

Since the filing became public, MRBK outperformed XLF by +10.7% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 2 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: MRBK
96 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 96 92 4.35%
13F Shares 8M 7M 3.32%
Total Value $137M $132M 4.13%
New Positions 13 10 +3
Increased Positions 31 44 -13
Closed Positions 9 4 +5
Reduced Positions 31 20 +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 Q1)

96 + 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 institutional holders of MRBK — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 STRATEGIC VALUE BANK PARTNERS LLC 6.64% 651,298 $12.3M
2 Fourthstone LLC 3.78% 1,175,301 $22.3M
3 Ategra Capital Management, LLC 2.25% 239,210 $4.5M
4 BANC FUNDS CO LLC 1.30% 369,333 $7.0M
5 SummerHaven Investment Management, LLC 0.63% 54,421 $1.0M
6 Wick Capital Partners, LLC 0.50% 144,516 $2.7M
7 Key FInancial Inc 0.20% 59,366 $1.1M
8 MENDON CAPITAL ADVISORS CORP 0.20% 26,722 $507K
9 Meridian Wealth Partners, LLC 0.17% 66,839 $1.3M
10 ELCO Management Co., LLC 0.11% 11,722 $222K
11 Traynor Capital Management, Inc. 0.03% 25,000 $472K
12 SEGALL BRYANT & HAMILL, LLC 0.02% 79,390 $1.5M
13 Strid Group, LLC 0.02% 10,000 $190K
14 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.02% 61,203 $1.2M
15 FIRST MANHATTAN CO. LLC. 0.02% 437,696 $8.3M
16 Ancora Advisors LLC 0.02% 51,990 $986K
17 OCCUDO QUANTITATIVE STRATEGIES LP 0.02% 19,479 $367K
18 ALGERT GLOBAL LLC 0.02% 55,350 $1K
19 Trexquant Investment LP 0.01% 89,467 $1.7M
20 Hillsdale Investment Management Inc. 0.01% 18,200 $345K
21 ACADIAN ASSET MANAGEMENT LLC 0.01% 250,937 $5K
22 Connor, Clark & Lunn Investment Management Ltd. 0.01% 138,031 $2.6M
23 Jump Financial, LLC 0.01% 22,500 $427K
24 MARTINGALE ASSET MANAGEMENT L P 0.01% 11,642 $221K
25 Engineers Gate Manager LP 0.00% 18,121 $344K
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 — 8 quarters in a row: For 8 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?

Slight buying edge — 53% buying: Last quarter: 45 funds bought or added vs 40 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MRBK holders?

Strong quality — 22% AUM from major funds: 26 of 97 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MRBK?

52% of holders stayed for 2+ years: 50 out of 97 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.

Is it too late to buy MERIDIAN CORP (MRBK) following the 2026 Q1 hedge fund 13F filings?

As of today, MRBK has moved +12.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.2% for the XLF sector ETF — an outperformance of +10.7%. Since the quarter end (March 31, 2026), MRBK has gained +7.4% vs +5.8% for XLF. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

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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