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Bank of Marin Bancorp

116 hedge funds and large institutions have $220M invested in Bank of Marin Bancorp in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,480% more call options, than puts

Call options by funds: $558K | Put options by funds: $10K

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

45% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 29

24% more capital invested

Capital invested by funds: $178M → $220M (+$42.1M)

7% more funds holding

Funds holding: 108116 (+8)

3.17% more ownership

Funds ownership: 54.47%57.64% (+3.2%)

Holders
116
Holders Change
+8
Holders Change %
+7.41%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
42
Reduced
29
Closed
13
Calls
$558K
Puts
$10K
Net Calls
+$548K
Net Calls Change
-$362K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$38.8M +$893K +37,818 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$19.6M +$231K +9,770 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$17.5M +$25K +1,058 +0.1%
AllianceBernstein
4
AllianceBernstein
Tennessee
$15.6M +$919K +38,934 +6%
NRCM
5
North Reef Capital Management
California
$11.2M +$3.49M +148,020 +46%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.1M +$96.8K +4,101 +0.9%
State Street
7
State Street
Massachusetts
$8.9M +$266K +11,270 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$8.5M -$112K -4,742 -1%
Ameriprise
9
Ameriprise
Minnesota
$7.04M -$591K -25,032 -8%
Morgan Stanley
10
Morgan Stanley
New York
$6.63M +$146K +6,175 +2%
EPCA
11
Elizabeth Park Capital Advisors
Ohio
$5.68M +$5.64M +238,952 New
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$4.72M -$3.45M -145,970 -42%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$4.21M +$325K +13,779 +8%
BCM
14
Basswood Capital Management
New York
$3.94M -$95.5K -4,048 -2%
KCM
15
Kennedy Capital Management
Missouri
$3.62M +$849K +35,958 +31%
American Century Companies
16
American Century Companies
Missouri
$3.37M +$69.5K +2,945 +2%
Northern Trust
17
Northern Trust
Illinois
$3.36M +$118K +5,002 +4%
Charles Schwab
18
Charles Schwab
California
$2.87M -$28.8K -1,219 -1%
Renaissance Technologies
19
Renaissance Technologies
New York
$2.56M -$1.25M -52,987 -33%
ZIM
20
Zacks Investment Management
Illinois
$2.41M -$190K -8,056 -7%
BCM
21
Bridgeway Capital Management
Texas
$2.39M +$27.1K +1,150 +1%
Prudential Financial
22
Prudential Financial
New Jersey
$2.3M +$1.1M +46,536 +93%
Citadel Advisors
23
Citadel Advisors
Florida
$2.26M -$249K -10,543 -10%
Goldman Sachs
24
Goldman Sachs
New York
$1.79M +$206K +8,718 +13%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.78M -$388K -16,448 -18%

BMRC Hedge Fund Activity: Q4 2024 in Review

116 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Bank of Marin Bancorp (BMRC) for Q4 2024, worth a combined $220M — up 24% from $178M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BMRC positions and 13 closed out — a net gain of 8 holders — while 42 added to existing stakes and 29 trimmed.

The largest buyer was Elizabeth Park Capital Advisors, opening a new position worth an estimated $5.64M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $3.45M.

  • 116 institutional investors held Bank of Marin Bancorp (BMRC) as of Q4 2024, up from 108 in Q3 2024.
  • Funds reported $220M of Bank of Marin Bancorp stock for Q4 2024, up 24% quarter-over-quarter.
  • 21 funds opened new Bank of Marin Bancorp positions in Q4 2024 and 13 closed out, a net change of +8 holders.
  • The largest Bank of Marin Bancorp buyer in Q4 2024 was Elizabeth Park Capital Advisors, an estimated $5.64M added.
  • The largest Bank of Marin Bancorp seller in Q4 2024 was Hotchkis & Wiley Capital Management, an estimated $3.45M sold.

Based on aggregated 13F filings for Q4 2024.