We are live on ! Find out more
BMRC icon

Bank of Marin Bancorp

92 hedge funds and large institutions have $174M invested in Bank of Marin Bancorp in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.96% less ownership

Funds ownership: 45.28%44.33% (-0.96%)

6% less funds holding

Funds holding: 9892 (-6)

14% less capital invested

Capital invested by funds: $204M → $174M (-$29.4M)

26% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 34

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

Holders
92
Holders Change
-6
Holders Change %
-6.12%
% of All Funds
1.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
25
Reduced
34
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$29.8M -$103K -3,286 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$20.6M -$57.6K -1,831 -0.3%
AllianceBernstein
3
AllianceBernstein
Tennessee
$15M +$1.71M +54,481 +12%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$14.8M +$220K +6,989 +1%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13M -$108K -3,439 -0.8%
State Street
6
State Street
Massachusetts
$8.37M -$245K -7,792 -3%
Renaissance Technologies
7
Renaissance Technologies
New York
$6.63M -$906K -28,800 -11%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$5.73M +$185K +5,898 +3%
Northern Trust
9
Northern Trust
Illinois
$4.77M -$268K -8,531 -5%
CIM
10
Confluence Investment Management
Missouri
$3.79M -$3.02K -96 -0.1%
PAM
11
Panagora Asset Management
Massachusetts
$3.68M -$872K -27,718 -18%
BTW
12
Boston Trust Walden
Massachusetts
$3.42M +$168K +5,328 +5%
Charles Schwab
13
Charles Schwab
California
$2.94M -$24.6K -782 -0.8%
MOACM
14
Mutual of America Capital Management
New York
$2.38M +$465K +14,797 +22%
N
15
Nuveen
North Carolina
$2.31M +$156K +4,950 +7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.24M -$99.7K -3,171 -4%
BC
17
Burleson & Co
California
$2.08M +$8.21K +261 +0.4%
Goldman Sachs
18
Goldman Sachs
New York
$2.06M +$293K +9,329 +15%
KCM
19
Kennedy Capital Management
Missouri
$1.68M +$1.83M +58,098 New
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$1.68M -$380K -12,097 -17%
RHCA
21
Rosenthal Henry Capital Advisors
Indiana
$1.67M
Morgan Stanley
22
Morgan Stanley
New York
$1.38M -$15.6K -495 -1%
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$1.35M +$850K +27,038 +138%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$1.33M -$41.6K -1,324 -3%
Wells Fargo
25
Wells Fargo
California
$1.3M -$82.6K -2,628 -6%

BMRC Hedge Fund Activity: Q3 2020 in Review

92 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Bank of Marin Bancorp (BMRC) for Q3 2020, worth a combined $174M — down 14% from $204M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BMRC and 5 opened new positions — a net loss of 6 holders — while 34 trimmed existing stakes and 25 added.

The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $1.83M. The largest seller was KCM Investment Advisors, cutting an estimated $5.04M.

  • 92 institutional investors held Bank of Marin Bancorp (BMRC) as of Q3 2020, down from 98 in Q2 2020.
  • Funds reported $174M of Bank of Marin Bancorp stock for Q3 2020, down 14% quarter-over-quarter.
  • 5 funds opened new Bank of Marin Bancorp positions in Q3 2020 and 11 closed out, a net change of -6 holders.
  • The largest Bank of Marin Bancorp buyer in Q3 2020 was Kennedy Capital Management, an estimated $1.83M added.
  • The largest Bank of Marin Bancorp seller in Q3 2020 was KCM Investment Advisors, an estimated $5.04M sold.

Based on aggregated 13F filings for Q3 2020.