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MillerKnoll

235 hedge funds and large institutions have $1.65B invested in MillerKnoll in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 102 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $3.25M | Put options by funds: $2.52M

2.57% more ownership

Funds ownership: 88.91%91.48% (+2.6%)

4% less funds holding

Funds holding: 245235 (-10)

5% less capital invested

Capital invested by funds: $1.74B → $1.65B (-$94M)

18% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 34

31% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 102

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
235
Holders Change
-10
Holders Change %
-4.08%
% of All Funds
3.39%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
28
Increased
70
Reduced
102
Closed
34
Calls
$3.25M
Puts
$2.52M
Net Calls
+$738K
Net Calls Change
-$4.27M
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
201
Blue Trust Inc
Georgia
$8.59K -$8.95K -318 -48%
RTL
202
Red Tortoise LLC
Georgia
$8.02K -$2.14K -76 -19%
Group One Trading
203
Group One Trading
Illinois
$7.65K -$70.1K -2,491 -89%
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$7.65K +$1.1K +39 +14%
HCP
205
Hexagon Capital Partners
Arkansas
$7.55K +$4.42K +157 +106%
MWM
206
Mascoma Wealth Management
New Hampshire
$7.43K
BIA
207
Bell Investment Advisors
California
$7.4K
NS
208
NBC Securities
Alabama
$7K -$1.8K -64 -17%
VF
209
VitalStone Financial
Texas
$7K +$8.45K +300 New
VCM
210
Versant Capital Management
Arizona
$5.77K
Qube Research & Technologies (QRT)
211
Qube Research & Technologies (QRT)
United Kingdom
$5.72K -$3.57M -126,740 -100%
TWC
212
TD Waterhouse Canada
Ontario, Canada
$5.37K -$6.92K -246 -54%
HNB
213
Hilltop National Bank
Wyoming
$4.95K +$5.63K +200 New
PB
214
Pinnacle Bancorp
Nebraska
$4.9K -$4.22K -150 -43%
SAG
215
Spotlight Asset Group
Illinois
$4.33K +$4.93K +175 New
SPIA
216
Steward Partners Investment Advisory
New York
$4.18K -$9.35K -332 -66%
FFO
217
Fortitude Family Office
Arizona
$4.13K
PA
218
Parallel Advisors
California
$3.22K
Bessemer Group
219
Bessemer Group
New Jersey
$2K -$5.63K -200 -70%
PWMG
220
Private Wealth Management Group
New Jersey
$1.76K -$1.27K -45 -39%
GWP
221
Gen-Wealth Partners
Michigan
$1.63K +$1.86K +66 New
FMII
222
Farmers & Merchants Investments Inc
Nebraska
$1.36K
PTC
223
Private Trust Company
Ohio
$1.31K
AF
224
Allworth Financial
California
$1.14K -$535 -19 -29%
UB
225
UMB Bank
Missouri
$891 +$1.01K +36 New

MLKN Hedge Fund Activity: Q1 2024 in Review

235 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in MillerKnoll (MLKN) for Q1 2024, worth a combined $1.65B — down 5.4% from $1.74B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of MLKN and 28 opened new positions — a net loss of 6 holders — while 102 trimmed existing stakes and 70 added.

The largest buyer was AllianceBernstein, adding an estimated $112M. The largest seller was Scharf Investments, cutting an estimated $62M.

  • 235 institutional investors held MillerKnoll (MLKN) as of Q1 2024, down from 245 in Q4 2023.
  • Funds reported $1.65B of MillerKnoll stock for Q1 2024, down 5.4% quarter-over-quarter.
  • 28 funds opened new MillerKnoll positions in Q1 2024 and 34 closed out, a net change of -6 holders.
  • The largest MillerKnoll buyer in Q1 2024 was AllianceBernstein, an estimated $112M added.
  • The largest MillerKnoll seller in Q1 2024 was Scharf Investments, an estimated $62M sold.

Based on aggregated 13F filings for Q1 2024.