Merit Financial Group, LLC historic quarter change: USA SPAC Units, Reduced
In units (a share and a warrant or right, mostly SPACs) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Merit Financial Group, LLC opened 0 positions, added to 5, reduced 3 and sold out of 1.
- Q2 2025: Stock CARNIVAL CORP; Country of operation —; Class UNIT 99/99/9999; Shares before 56,846.
- Q3 2024: Stock CARNIVAL CORP; Country of operation —; Class UNIT 99/99/9999; Shares before 12,790.
- Q2 2024: Stock CARNIVAL CORP; Country of operation —; Class UNIT 99/99/9999; Shares before 13,162.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1621225), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-20); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-26); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-22); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-09); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-15); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-17); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Waverly Advisors, LLC | United States | $13.395B | 1,711 |
| PICTON MAHONEY ASSET MANAGEMENT | Canada | $13.546B | 1,238 |
| Centiva Capital, LP | United States | $13.561B | 1,624 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | United States | $13.604B | 356 |
| TCW GROUP INC | United States | $13.293B | 883 |
| MONETA GROUP INVESTMENT ADVISORS LLC | United States | $13.288B | 811 |
| Situational Awareness Partners LP | United States | $13.677B | 42 |
| Situational Awareness LP | United States | $13.677B | 42 |
| Employees Provident Fund Board | Malaysia | $13.235B | 70 |
| Rokos Capital Management LLP | United Kingdom | $13.227B | 221 |