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Bank of Marin Bancorp

93 hedge funds and large institutions have $207M invested in Bank of Marin Bancorp in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $174M → $207M (+$33.1M)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

1% more funds holding

Funds holding: 9293 (+1)

0.05% more ownership

Funds ownership: 44.33%44.38% (+0.05%)

6% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 31

Holders
93
Holders Change
+1
Holders Change %
+1.09%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
29
Reduced
31
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$36.2M +$827K +24,276 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$24.5M +$81.2K +2,382 +0.3%
AllianceBernstein
3
AllianceBernstein
Tennessee
$18.7M +$944K +27,697 +5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$17.6M +$9.74K +286 +0.1%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.2M -$156K -4,565 -1%
State Street
6
State Street
Massachusetts
$9.89M -$28.1K -824 -0.3%
Renaissance Technologies
7
Renaissance Technologies
New York
$7.38M -$482K -14,156 -6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$6.72M -$72.1K -2,117 -1%
Northern Trust
9
Northern Trust
Illinois
$5.36M -$303K -8,885 -5%
CIM
10
Confluence Investment Management
Missouri
$4.58M +$86.3K +2,532 +2%
PAM
11
Panagora Asset Management
Massachusetts
$4.26M -$103K -3,013 -2%
BTW
12
Boston Trust Walden
Massachusetts
$3.99M -$58.5K -1,716 -1%
Charles Schwab
13
Charles Schwab
California
$3.48M -$1.19K -35 -0%
KCM
14
Kennedy Capital Management
Missouri
$3.33M +$1.33M +38,904 +67%
MOACM
15
Mutual of America Capital Management
New York
$2.82M
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.71M +$55.5K +1,629 +2%
N
17
Nuveen
North Carolina
$2.66M -$88.5K -2,597 -3%
Morgan Stanley
18
Morgan Stanley
New York
$2.55M +$909K +26,693 +56%
BC
19
Burleson & Co
California
$2.37M -$8.48K -249 -0.4%
Goldman Sachs
20
Goldman Sachs
New York
$2.36M -$78.1K -2,293 -3%
ACA
21
Anchor Capital Advisors
Massachusetts
$2.36M +$882K +25,903 +60%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$1.74M -$248K -7,283 -13%
RHCA
23
Rosenthal Henry Capital Advisors
Indiana
$1.72M -$249K -7,300 -13%
Wells Fargo
24
Wells Fargo
California
$1.46M -$80.7K -2,369 -5%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$1.37M -$204K -5,993 -13%

BMRC Hedge Fund Activity: Q4 2020 in Review

93 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Bank of Marin Bancorp (BMRC) for Q4 2020, worth a combined $207M — up 19% from $174M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BMRC positions and 6 closed out — a net gain of 1 holder — while 29 added to existing stakes and 31 trimmed.

The largest buyer was Kennedy Capital Management, adding an estimated $1.33M. The largest seller was Assenagon Asset Management, cutting an estimated $1.01M.

  • 93 institutional investors held Bank of Marin Bancorp (BMRC) as of Q4 2020, up from 92 in Q3 2020.
  • Funds reported $207M of Bank of Marin Bancorp stock for Q4 2020, up 19% quarter-over-quarter.
  • 7 funds opened new Bank of Marin Bancorp positions in Q4 2020 and 6 closed out, a net change of +1 holder.
  • The largest Bank of Marin Bancorp buyer in Q4 2020 was Kennedy Capital Management, an estimated $1.33M added.
  • The largest Bank of Marin Bancorp seller in Q4 2020 was Assenagon Asset Management, an estimated $1.01M sold.

Based on aggregated 13F filings for Q4 2020.