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Bank of Marin Bancorp
BMRC

116 hedge funds and large institutions have $220M invested in Bank of Marin Bancorp in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,480% more call options, than puts

Call options by funds: $558K | Put options by funds: $10K

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

45% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 29

24% more capital invested

Capital invested by funds: $178M → $220M (+$42.1M)

7% more funds holding

Funds holding: 108 → 116 (+8)

3.17% more ownership

Funds ownership: 54.47% → 57.64% (+3.2%)

Holders
116
Holders Change
+8
Holders Change %
+7.41%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
42
Reduced
29
Closed
13
Calls
$558K
Puts
$10K
Net Calls
+$548K
Net Calls Change
-$362K

Top Buyers

Rank Fund Capital Flow
1
EPCA
Elizabeth Park Capital Advisors
Ohio
+$5.64M
2
NRCM
North Reef Capital Management
California
+$3.49M
3
Prudential Financial
Prudential Financial
New Jersey
+$1.1M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$919K
5
BlackRock
BlackRock
New York
+$893K

Top Sellers

Rank Fund Capital Flow
1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$3.45M
2
Renaissance Technologies
Renaissance Technologies
New York
-$1.25M
3
FL
Fourthstone LLC
Missouri
-$801K
4
Ameriprise
Ameriprise
Minnesota
-$591K
5
RHCA
Rosenthal Henry Capital Advisors
Indiana
-$559K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
26
Perigon Wealth Management
California
$1.46M -$17K -722 -1%
PAM
27
Panagora Asset Management
Massachusetts
$1.35M -$2.1K -89 -0.2%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$1.26M +$89.7K +3,800 +8%
FL
29
Fourthstone LLC
Missouri
$1.22M -$801K -33,922 -40%
LPL Financial
30
LPL Financial
California
$1.17M – – –
Barclays
31
Barclays
United Kingdom
$1.15M +$69.6K +2,950 +7%
Two Sigma Investments
32
Two Sigma Investments
New York
$1.11M -$10.9K -463 -1%
JP Morgan Chase
33
JP Morgan Chase
New York
$1.06M +$685K +29,024 +185%
Bank of America
34
Bank of America
North Carolina
$1.06M +$222K +9,427 +27%
Invesco
35
Invesco
Georgia
$915K +$61.4K +2,601 +7%
N
36
Nuveen
North Carolina
$904K – – –
PWP
37
Private Wealth Partners
California
$879K – – –
UBS Group
38
UBS Group
Switzerland
$773K +$432K +18,287 +128%
RC
39
RBF Capital
California
$715K – – –
AQR Capital Management
40
AQR Capital Management
Connecticut
$659K +$8K +339 +1%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$599K +$38.3K +1,621 +7%
EF
42
Empowered Funds
Pennsylvania
$566K +$27.1K +1,150 +5%
FCH
43
Freestone Capital Holdings
Washington
$553K – – –
TI
44
Trexquant Investment
Connecticut
$546K +$266K +11,258 +96%
Creative Planning
45
Creative Planning
Kansas
$544K +$115K +4,886 +27%
Wells Fargo
46
Wells Fargo
California
$503K +$40.5K +1,714 +9%
Cerity Partners
47
Cerity Partners
New York
$489K +$4.18K +177 +0.9%
WANY
48
Wealthspire Advisors (New York)
New York
$488K -$35.4K -1,501 -7%
CSC
49
Caldwell Sutter Capital
California
$485K -$80.2K -3,400 -14%
RHCA
50
Rosenthal Henry Capital Advisors
Indiana
$471K -$559K -23,700 -54%
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BMRC Hedge Fund Activity: Q4 2024 in Review

116 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Bank of Marin Bancorp (BMRC) for Q4 2024, worth a combined $220M — up 24% from $178M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BMRC positions and 13 closed out — a net gain of 8 holders — while 42 added to existing stakes and 29 trimmed.

The largest buyer was Elizabeth Park Capital Advisors, opening a new position worth an estimated $5.64M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $3.45M.

  • 116 institutional investors held Bank of Marin Bancorp (BMRC) as of Q4 2024, up from 108 in Q3 2024.
  • Funds reported $220M of Bank of Marin Bancorp stock for Q4 2024, up 24% quarter-over-quarter.
  • 21 funds opened new Bank of Marin Bancorp positions in Q4 2024 and 13 closed out, a net change of +8 holders.
  • The largest Bank of Marin Bancorp buyer in Q4 2024 was Elizabeth Park Capital Advisors, an estimated $5.64M added.
  • The largest Bank of Marin Bancorp seller in Q4 2024 was Hotchkis & Wiley Capital Management, an estimated $3.45M sold.

Based on aggregated 13F filings for Q4 2024.