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Bank of Marin Bancorp

98 hedge funds and large institutions have $204M invested in Bank of Marin Bancorp in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

23% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 26

16% more capital invested

Capital invested by funds: $175M → $204M (+$28.8M)

11% more funds holding

Funds holding: 8898 (+10)

2.29% more ownership

Funds ownership: 42.99%45.28% (+2.3%)

Holders
98
Holders Change
+10
Holders Change %
+11.36%
% of All Funds
2.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
32
Reduced
26
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$34.4M -$456K -14,414 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$23.8M -$393K -12,407 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$16.8M +$72.8K +2,300 +0.5%
AllianceBernstein
4
AllianceBernstein
Tennessee
$15.4M +$2.6M +82,179 +22%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.6M -$14.8K -466 -0.1%
State Street
6
State Street
Massachusetts
$9.89M -$335K -10,576 -3%
Renaissance Technologies
7
Renaissance Technologies
New York
$8.59M -$849K -26,800 -9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$6.39M +$92.2K +2,913 +2%
KIA
9
KCM Investment Advisors
California
$5.92M +$5.07M +160,249 +920%
Northern Trust
10
Northern Trust
Illinois
$5.78M -$256K -8,080 -4%
PAM
11
Panagora Asset Management
Massachusetts
$5.16M +$400K +12,618 +9%
CIM
12
Confluence Investment Management
Missouri
$4.36M +$121K +3,811 +3%
BTW
13
Boston Trust Walden
Massachusetts
$3.76M +$300K +9,475 +9%
Charles Schwab
14
Charles Schwab
California
$3.4M +$784K +24,771 +32%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$2.68M -$90.5K -2,858 -3%
N
16
Nuveen
North Carolina
$2.5M +$91.8K +2,899 +4%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$2.33M +$2.22M +69,988 New
BC
18
Burleson & Co
California
$2.33M -$285 -9 -0%
MOACM
19
Mutual of America Capital Management
New York
$2.24M -$20.6K -652 -1%
Goldman Sachs
20
Goldman Sachs
New York
$2.06M -$84.6K -2,672 -4%
RHCA
21
Rosenthal Henry Capital Advisors
Indiana
$1.92M
Morgan Stanley
22
Morgan Stanley
New York
$1.6M +$86.3K +2,725 +6%
Wells Fargo
23
Wells Fargo
California
$1.58M +$142K +4,498 +10%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$1.57M -$25.4K -801 -2%
ACA
25
Anchor Capital Advisors
Massachusetts
$1.48M +$172K +5,434 +14%

BMRC Hedge Fund Activity: Q2 2020 in Review

98 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Bank of Marin Bancorp (BMRC) for Q2 2020, worth a combined $204M — up 16% from $175M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BMRC positions and 4 closed out — a net gain of 10 holders — while 32 added to existing stakes and 26 trimmed.

The largest buyer was KCM Investment Advisors, adding an estimated $5.07M. The largest seller was Millennium Management, cutting an estimated $1.65M.

  • 98 institutional investors held Bank of Marin Bancorp (BMRC) as of Q2 2020, up from 88 in Q1 2020.
  • Funds reported $204M of Bank of Marin Bancorp stock for Q2 2020, up 16% quarter-over-quarter.
  • 14 funds opened new Bank of Marin Bancorp positions in Q2 2020 and 4 closed out, a net change of +10 holders.
  • The largest Bank of Marin Bancorp buyer in Q2 2020 was KCM Investment Advisors, an estimated $5.07M added.
  • The largest Bank of Marin Bancorp seller in Q2 2020 was Millennium Management, an estimated $1.65M sold.

Based on aggregated 13F filings for Q2 2020.