undamentalytics Newsletter

Meridian Corp: which funds bought and sold

Institutions that bought and sold Meridian shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 65 institutions that filed 13F reports for both quarters added to or opened positions in Meridian, and 25 cut or closed them. Together they added a net 184K shares, +2.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 564K shares (+30.3%); index fund managers were net buyers of 240K shares (+14.9%). 17 opened a new position and 6 sold out entirely.

Bought, Q2 2026 65 institutions, 17 of them new holders Sold, Q2 2026 25 institutions, 6 of them sold out
Net change, all compared +184K shares (+2.5%)
Net change, active managers +564K shares (+30.3%), 19 bought, 6 sold

Buyers versus sellers

institutions compared, 106
Active managers and hedge funds 19 bought · 6 sold · +564K
Index fund managers 8 bought · 1 sold · +240K
Other institutions 38 bought · 18 sold · −620K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Qube Research & Technologies Ltd Hedge fund +165K +312.7% 217K $4.4M
Blackrock, Inc. Index funds +132K +23.6% 691K $13.8M
Jacobs Levy Equity Management, Inc Active manager +87K New position 87K $1.7M
Two Sigma Investments, LP Hedge fund +80K +72.2% 191K $3.8M
Geode Capital Management, LLC Index funds +67K +31.5% 280K $5.6M
American Century Companies Inc Active manager +66K +34.1% 258K $5.2M
Dimensional Fund Advisors LP +64K +14.7% 498K $10M
Acadian Asset Management LLC Active manager +63K +24.9% 313K $6.3M
State Street Corp Index funds +54K +40.8% 186K $3.7M
Ameriprise Financial Inc +47K New position 47K $947,299
AQR Capital Management LLC Hedge fund +39K +91.3% 82K $1.6M
Xtx Topco Ltd +34K New position 34K $683,123
HRT Financial LP +34K New position 34K $681,000
Squarepoint Ops LLC Hedge fund +33K +103.9% 64K $1.3M
Quadrature Capital Ltd Hedge fund +33K New position 33K $652,337
Vanguard Portfolio Management LLC Index funds +23K +36.0% 85K $1.7M
Jpmorgan Chase & Co +22K +580.8% 26K $527,753
Marshall Wace, LLP Hedge fund +21K +30.9% 87K $1.7M
Morgan Stanley +21K +31.5% 86K $1.7M
Millennium Management LLC Hedge fund +17K +70.5% 40K $809,773

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Fourthstone LLC −637K −54.2% 538K $10.8M
Ategra Capital Management, LLC −239K Sold out 0 —
Vanguard Capital Management LLC Index funds −53K −10.8% 434K $8.7M
Algert Global LLC Hedge fund −40K −72.2% 15K $308,722
Prudential Financial Inc −26K Sold out 0 —
Los Angeles Capital Management LLC Active manager −23K −83.3% 4,555 $91,237
Renaissance Technologies LLC Hedge fund −18K Sold out 0 —
Hillsdale Investment Management Inc. −18K Sold out 0 —
Engineers Gate Manager LP Hedge fund −18K Sold out 0 —
Russell Investments Group, Ltd. −15K −22.2% 52K $1.1M
Connor, Clark & Lunn Investment Management Ltd. −8,560 −6.2% 129K $2.6M
Occudo Quantitative Strategies LP −4,809 −24.7% 15K $293,840
Vanguard Global Advisers, LLC −3,703 −46.2% 4,317 $86,470
Tower Research Capital LLC (TRC) −584 −42.8% 782 $15,663
Mendon Capital Advisors Corp −506 −1.9% 26K $525,106
California State Teachers Retirement System −370 −74.0% 130 $2,604
Barclays PLC −292 −0.8% 37K $732,078
Jump Financial, LLC −219 −1.0% 22K $446,289
Point72 Asset Management, L.P. Hedge fund −208 −1.2% 17K $339,529
Segall Bryant & Hamill, LLC Active manager −105 −0.1% 79K $1.6M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Jacobs Levy Equity Management, IncActive manager 87K $1.7M
Ameriprise Financial Inc 47K $947,299
Xtx Topco Ltd 34K $683,123
HRT Financial LP 34K $681,000
Quadrature Capital LtdHedge fund 33K $652,337
Borer Denton & Associates, Inc. 14K $272,989
Bank Of America Corp 13K $262,193
Public Employees Retirement System Of Ohio 13K $254,982
Brevan Howard Capital Management LPHedge fund 12K $235,733
Schonfeld Strategic Advisors LLCHedge fund 11K $220,548

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Ategra Capital Management, LLC 239K $4.5M
Prudential Financial Inc 26K $494,856
Renaissance Technologies LLCHedge fund 18K $348,864
Hillsdale Investment Management Inc. 18K $345,072
Engineers Gate Manager LPHedge fund 18K $343,574
Mai Capital Management 56 $1,062

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
100
Ten largest holders
58.1%
of 13F-reported shares
Index fund managers
24.1%
of 13F-reported shares
Active managers and hedge funds
31.4%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 19 6 4 2 +564K +30.3%
Index fund managers 8 1 0 0 +240K +14.9%
Other institutions 38 18 13 4 −620K −15.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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