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Bank of Marin Bancorp
BMRC

Overview Fund Activity

93 hedge funds and large institutions have $154M invested in Bank of Marin Bancorp in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
37
Reduced
27
Closed
11
Calls
$5K
Puts
$93K
Net Calls
-$88K
Net Calls Change
+$521K

Top Buyers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$7.65M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$2.16M
3
FL
3
Fourthstone LLC
Missouri
$2.45M
4
NRCM
4
North Reef Capital Management
California
$1.01M
5
Ameriprise
5
Ameriprise
Minnesota
$4.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$25.8M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$10.6M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
Squarepoint
4
Squarepoint
New York
$0
5
First Trust Advisors
5
First Trust Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MLICM
76
Metropolitan Life Insurance Company (MetLife)
New York
$17.8K – – –
RTC
77
Riverview Trust Company
Washington
$17.3K – – –
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$16K -$221 -12 -1%
Canada Life
79
Canada Life
Manitoba, Canada
$15K – – –
Creative Planning
80
Creative Planning
Kansas
$11.6K +$11.6K +632 New
EARNEST Partners
81
EARNEST Partners
Georgia
$11K – – –
S
82
SignatureFD
Georgia
$10.7K +$1.46K +80 +16%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$9.62K – – –
Citigroup
84
Citigroup
New York
$5.48K -$93.4K -5,111 -94%
GCM
85
Gladius Capital Management
Illinois
$4.1K -$5.89K -322 -59%
EWA
86
EverSource Wealth Advisors
Alabama
$2.54K +$2.54K +139 New
Comerica Bank
87
Comerica Bank
Texas
$2.45K +$2.45K +134 New
RTL
88
Red Tortoise LLC
Georgia
$2.23K – – –
C
89
Covestor
United Kingdom
$2K +$469 +23 +31%
CCP
90
Carmel Capital Partners
California
$786 +$786 +43 New
LC
91
Lindbrook Capital
California
$457 -$603 -33 -57%
MPWT
92
MassMutual Private Wealth & Trust
Connecticut
$420 – – –
FFA
93
Farther Finance Advisors
California
$274 – – –
Wellington Management Group
94
Wellington Management Group
Massachusetts
– -$1.27M -72,100 Closed
Squarepoint
95
Squarepoint
New York
– -$826K -46,752 Closed
First Trust Advisors
96
First Trust Advisors
Illinois
– -$794K -44,933 Closed
QC
97
Quadrature Capital
United Kingdom
– -$720K -40,836 Closed
Millennium Management
98
Millennium Management
New York
– -$397K -22,471 Closed
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
– -$365K -20,638 Closed
Cerity Partners
100
Cerity Partners
New York
– -$345K -19,520 Closed
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4
5