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Bank of Marin Bancorp

108 hedge funds and large institutions have $178M invested in Bank of Marin Bancorp in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 30 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,375% more call options, than puts

Call options by funds: $918K | Put options by funds: $8K

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

23% more capital invested

Capital invested by funds: $145M → $178M (+$32.9M)

13% more funds holding

Funds holding: 96108 (+12)

0.54% less ownership

Funds ownership: 55.01%54.47% (-0.54%)

6% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 32

Holders
108
Holders Change
+12
Holders Change %
+12.5%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
30
Reduced
32
Closed
11
Calls
$918K
Puts
$8K
Net Calls
+$910K
Net Calls Change
+$852K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$32M -$376K -19,116 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$16.4M +$277K +14,111 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$14.7M +$332K +16,876 +2%
AllianceBernstein
4
AllianceBernstein
Tennessee
$12.4M -$717K -36,466 -6%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.31M -$188K -9,574 -2%
State Street
6
State Street
Massachusetts
$7.29M +$60.4K +3,073 +0.9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$7.28M +$129K +6,555 +2%
Hotchkis & Wiley Capital Management
8
Hotchkis & Wiley Capital Management
California
$6.92M -$821K -41,780 -11%
NRCM
9
North Reef Capital Management
California
$6.49M +$3.4M +172,788 +115%
Ameriprise
10
Ameriprise
Minnesota
$6.45M +$110K +5,575 +2%
Morgan Stanley
11
Morgan Stanley
New York
$5.48M +$110K +5,599 +2%
BCM
12
Basswood Capital Management
New York
$3.41M +$3.34M +169,803 New
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$3.28M +$1.26M +63,945 +64%
Renaissance Technologies
14
Renaissance Technologies
New York
$3.22M +$202K +10,287 +7%
American Century Companies
15
American Century Companies
Missouri
$2.79M -$891K -45,339 -25%
Northern Trust
16
Northern Trust
Illinois
$2.74M -$6.42K -327 -0.2%
Charles Schwab
17
Charles Schwab
California
$2.45M +$55.8K +2,842 +2%
KCM
18
Kennedy Capital Management
Missouri
$2.34M +$2.29M +116,309 New
ZIM
19
Zacks Investment Management
Illinois
$2.2M +$2.15M +109,260 New
Citadel Advisors
20
Citadel Advisors
Florida
$2.12M -$790K -40,211 -28%
BCM
21
Bridgeway Capital Management
Texas
$2M +$713K +36,272 +57%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.84M -$178K -9,053 -9%
FL
23
Fourthstone LLC
Missouri
$1.71M -$370K -18,806 -18%
Goldman Sachs
24
Goldman Sachs
New York
$1.34M -$365K -18,570 -22%
PWM
25
Perigon Wealth Management
California
$1.27M +$196 +10 +0%

BMRC Hedge Fund Activity: Q3 2024 in Review

108 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Bank of Marin Bancorp (BMRC) for Q3 2024, worth a combined $178M — up 23% from $145M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BMRC positions and 11 closed out — a net gain of 13 holders — while 30 added to existing stakes and 32 trimmed.

The largest buyer was North Reef Capital Management, adding an estimated $3.4M. The largest seller was ProShare Advisors, exiting entirely with an estimated $6.17M sold.

  • 108 institutional investors held Bank of Marin Bancorp (BMRC) as of Q3 2024, up from 96 in Q2 2024.
  • Funds reported $178M of Bank of Marin Bancorp stock for Q3 2024, up 23% quarter-over-quarter.
  • 24 funds opened new Bank of Marin Bancorp positions in Q3 2024 and 11 closed out, a net change of +13 holders.
  • The largest Bank of Marin Bancorp buyer in Q3 2024 was North Reef Capital Management, an estimated $3.4M added.
  • The largest Bank of Marin Bancorp seller in Q3 2024 was ProShare Advisors, an estimated $6.17M sold.

Based on aggregated 13F filings for Q3 2024.