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Bank of Marin Bancorp

97 hedge funds and large institutions have $235M invested in Bank of Marin Bancorp in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

38% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 29

3% more funds holding

Funds holding: 9497 (+3)

0.42% more ownership

Funds ownership: 48.88%49.3% (+0.42%)

0% less capital invested

Capital invested by funds: $235M → $235M (-$485K)

Holders
97
Holders Change
+3
Holders Change %
+3.19%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
40
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
76
Allworth Financial
California
$121K +$235 +7 +0.2%
PO
77
Private Ocean
California
$96.7K +$15.2K +451 +18%
Zurich Cantonal Bank
78
Zurich Cantonal Bank
Switzerland
$83.9K -$41.4K -1,232 -33%
AB
79
Amalgamated Bank
New York
$65K
QCG
80
Quadrant Capital Group
Ohio
$60.9K +$19.1K +568 +44%
AIP
81
Ameritas Investment Partners
Nebraska
$33.8K
MLICM
82
Metropolitan Life Insurance Company (MetLife)
New York
$32K +$3.97K +118 +14%
Lazard Asset Management
83
Lazard Asset Management
New York
$29K +$29.8K +885 New
OCM
84
Osterweis Capital Management
California
$27.9K +$28.5K +848 New
Canada Life
85
Canada Life
Manitoba, Canada
$27K
Dimensional Fund Advisors
86
Dimensional Fund Advisors
Texas
$25.1K -$178K -5,290 -0.7%
Citigroup
87
Citigroup
New York
$21.1K -$2.83K -84 -12%
EARNEST Partners
88
EARNEST Partners
Georgia
$19.7K
ASN
89
Advisory Services Network
Georgia
$15.1K +$15.4K +458 New
Fidelity Investments
90
Fidelity Investments
Massachusetts
$8.23K -$4.91K -146 -37%
TRCT
91
Tower Research Capital (TRC)
New York
$8K -$79.6K -2,367 -91%
LC
92
Lindbrook Capital
California
$6.12K +$303 +9 +5%
S
93
SignatureFD
Georgia
$5.69K -$572 -17 -9%
US Bancorp
94
US Bancorp
Minnesota
$3.85K +$1.08K +32 +38%
C
95
Covestor
United Kingdom
$1K +$505 +15 New
BAAM
96
Baker Avenue Asset Management
California
$427 +$437 +13 New
GWS
97
Glassman Wealth Services
Virginia
$197
GCIA
98
Gabelli & Co Investment Advisers
New York
-$1.26M -41,972 Closed
SCP
99
Siena Capital Partners
Illinois
-$1.14M -33,765 Closed
HF
100
HRT Financial
New York
-$420K -14,032 Closed

BMRC Hedge Fund Activity: Q4 2022 in Review

97 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Bank of Marin Bancorp (BMRC) for Q4 2022, worth a combined $235M — down 0.21% from $235M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BMRC positions and 7 closed out — a net gain of 3 holders — while 40 added to existing stakes and 29 trimmed.

The largest buyer was BlackRock, adding an estimated $2.98M. The largest seller was Millennium Management, cutting an estimated $2.01M.

  • 97 institutional investors held Bank of Marin Bancorp (BMRC) as of Q4 2022, up from 94 in Q3 2022.
  • Funds reported $235M of Bank of Marin Bancorp stock for Q4 2022, down 0.21% quarter-over-quarter.
  • 10 funds opened new Bank of Marin Bancorp positions in Q4 2022 and 7 closed out, a net change of +3 holders.
  • The largest Bank of Marin Bancorp buyer in Q4 2022 was BlackRock, an estimated $2.98M added.
  • The largest Bank of Marin Bancorp seller in Q4 2022 was Millennium Management, an estimated $2.01M sold.

Based on aggregated 13F filings for Q4 2022.