What Makes Merchants Bancorp (MBIN) a Worthy Investment?
Moon Capital Management, an investment management company, released its fourth-quarter 2023 investor letter. A copy of the same can be downloaded here.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Basswood Capital Matthew Lindenbaum | 601,954 | $27,063,852 | -6% | 1.39% |
2. | Royce & Associates Chuck Royce | 490,189 | $22,038,897 | +144% | 0.2% |
3. | Marshall Wace LLP Paul Marshall And Ian Wace | 230,454 | $10,361,212 | -37% | 0.01% |
4. | Citadel Investment Group Ken Griffin | 217,671 | $9,786,488 | -25% | 0% |
5. | AQR Capital Management Cliff Asness | 69,601 | $3,129,261 | +18% | 0% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$39.21 | 2,700 | 96,493 | 2024-11-21 | Filing | ||
$25.00 | 40,000 | 40,000 | 2024-11-18 | Filing | ||
$25.00 | 40,000 | 40,000 | 2024-11-18 | Filing | ||
$25.00 | 100 | 100 | 2024-11-18 | Filing | ||
$25.00 | 2,000 | 2,000 | 2024-11-18 | Filing |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$45.34 | 22,050 | 1,990,545 | 2024-08-27 | Filing | ||
$45.50 | 50,000 | 698,000 | 2024-08-23 | Filing | ||
$45.50 | 50,000 | 698,000 | 2024-08-23 | Filing | ||
$46.00 | 25,000 | 698,000 | 2024-08-23 | Filing | ||
$45.00 | 25,000 | 723,000 | 2024-08-23 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 1,466,707 | $62,452,384 | 0% | |
2. | 970,840 | $41,338,367 | 0% | |
3. | 795,381 | $33,869,056 | 0% | |
4. | 616,213 | $26,238,349 | 0% | |
5. | 487,009 | $20,739,611 | 0% |