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MillerKnoll

245 hedge funds and large institutions have $1.74B invested in MillerKnoll in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 77 increasing their positions, 101 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more call options, than puts

Call options by funds: $8.63M | Put options by funds: $3.62M

52% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 27

8% more capital invested

Capital invested by funds: $1.62B → $1.74B (+$123M)

5% more funds holding

Funds holding: 233245 (+12)

0.51% more ownership

Funds ownership: 88.41%88.91% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

24% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 101

Holders
245
Holders Change
+12
Holders Change %
+5.15%
% of All Funds
3.57%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
41
Increased
77
Reduced
101
Closed
27
Calls
$8.63M
Puts
$3.62M
Net Calls
+$5.01M
Net Calls Change
-$3.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
201
Daiwa Securities Group
Japan
$40K +$38.3K +1,500 New
BCWM
202
Bartlett & Co Wealth Management
Ohio
$32.3K
BC
203
Bartlett & Co
Ohio
$32K
Nomura Asset Management
204
Nomura Asset Management
Japan
$30.4K +$14.5K +570 +100%
SIM
205
Studio Investment Management
Illinois
$29.5K -$129K -5,064 -82%
Nisa Investment Advisors
206
Nisa Investment Advisors
Missouri
$25.6K
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$23K -$1.02K -40 -5%
Walleye Capital
208
Walleye Capital
New York
$21.8K -$1.11M -43,486 -98%
LC
209
Lindbrook Capital
California
$19.7K +$5.36K +210 +40%
BTI
210
Blue Trust Inc
Georgia
$17K +$11.1K +435 +189%
BG
211
Bollard Group
Massachusetts
$15K +$102 +4 +0.7%
SN
212
Sittner & Nelson
Oregon
$14.7K
SPIA
213
Steward Partners Investment Advisory
New York
$13.4K -$2.35K -92 -16%
CAS
214
Coppell Advisory Solutions
Texas
$13.2K +$12.6K +493 New
TWC
215
TD Waterhouse Canada
Ontario, Canada
$12.2K -$34.8K -1,364 -75%
FFA
216
Farther Finance Advisors
California
$11.2K +$10.7K +420 New
RTL
217
Red Tortoise LLC
Georgia
$10.7K
EC
218
EntryPoint Capital
New York
$10.6K +$10.2K +399 New
NS
219
NBC Securities
Alabama
$10K -$5.1K -200 -34%
PB
220
Pinnacle Bancorp
Nebraska
$9.29K -$587 -23 -6%
US Bancorp
221
US Bancorp
Minnesota
$9.13K -$9.08K -356 -51%
EWA
222
EverSource Wealth Advisors
Alabama
$9.04K +$4.06K +159 +88%
MWM
223
Mascoma Wealth Management
New Hampshire
$8K
BIA
224
Bell Investment Advisors
California
$7.98K +$3.24K +127 +74%
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
$7.2K +$1.48K +58 +27%

MLKN Hedge Fund Activity: Q4 2023 in Review

245 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in MillerKnoll (MLKN) for Q4 2023, worth a combined $1.74B — up 7.6% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new MLKN positions and 27 closed out — a net gain of 14 holders — while 77 added to existing stakes and 101 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23.8M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $17.3M.

  • 245 institutional investors held MillerKnoll (MLKN) as of Q4 2023, up from 233 in Q3 2023.
  • Funds reported $1.74B of MillerKnoll stock for Q4 2023, up 7.6% quarter-over-quarter.
  • 41 funds opened new MillerKnoll positions in Q4 2023 and 27 closed out, a net change of +14 holders.
  • The largest MillerKnoll buyer in Q4 2023 was Morgan Stanley, an estimated $23.8M added.
  • The largest MillerKnoll seller in Q4 2023 was DePrince Race & Zollo Inc (DRZ), an estimated $17.3M sold.

Based on aggregated 13F filings for Q4 2023.