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MillerKnoll

174 hedge funds and large institutions have $1.42B invested in MillerKnoll in 2013 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 63 increasing their positions, 51 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 51

18% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 22

2% more funds holding

Funds holding: 170174 (+4)

1% more capital invested

Capital invested by funds: $1.41B → $1.42B (+$18.2M)

25% less call options, than puts

Call options by funds: $33K | Put options by funds: $44K

Holders
174
Holders Change
+4
Holders Change %
+2.35%
% of All Funds
5.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
63
Reduced
51
Closed
22
Calls
$33K
Puts
$44K
Net Calls
-$11K
Net Calls Change
-$297K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$119M +$5.77M +192,912 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$92.4M +$3.33M +111,234 +4%
BFA
3
BlackRock Fund Advisors
California
$78.9M +$2.31M +77,191 +3%
Harris Associates
4
Harris Associates
Illinois
$78.5M -$754K -25,200 -0.9%
SB
5
Suntrust Banks
Georgia
$70.2M +$15.8M +527,154 +28%
JP Morgan Chase
6
JP Morgan Chase
New York
$69.3M -$298K -9,960 -0.4%
State Street
7
State Street
Massachusetts
$60.6M -$1.79M -59,894 -3%
CWAM
8
Columbia Wanger Asset Management
Illinois
$58.1M
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$54.4M -$839K -28,050 -2%
BIT
10
BlackRock Institutional Trust
California
$53.5M +$1.69M +56,470 +3%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$52.7M -$6.93M -231,792 -11%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$48.7M +$3.01M +100,756 +7%
CCM
13
Century Capital Management
Massachusetts
$37.7M +$18.1M +606,036 +90%
Wells Fargo
14
Wells Fargo
California
$37.1M +$14.1M +470,705 +60%
VBA
15
Van Berkom & Associates
Quebec, Canada
$34.5M +$5.54M +185,171 +19%
Northern Trust
16
Northern Trust
Illinois
$31.7M +$659K +22,012 +2%
HIM
17
Hermes Investment Management
United Kingdom
$31.4M -$817K -27,309 -3%
EIP
18
Epoch Investment Partners
New York
$27.1M +$222K +7,425 +0.8%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$22.8M +$1.55M +51,947 +7%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$21.2M +$6.56M +219,400 +44%
Pzena Investment Management
21
Pzena Investment Management
New York
$18.9M -$2.66M -88,875 -12%
Westfield Capital Management
22
Westfield Capital Management
Massachusetts
$18.6M -$951K -31,800 -5%
Norges Bank
23
Norges Bank
Norway
$16.2M
Ameriprise
24
Ameriprise
Minnesota
$16.1M -$2.28M -76,070 -12%
BTW
25
Boston Trust Walden
Massachusetts
$13.2M -$886K -29,614 -6%

MLKN Hedge Fund Activity: Q4 2013 in Review

174 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in MillerKnoll (MLKN) for Q4 2013, worth a combined $1.42B — up 1.3% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new MLKN positions and 22 closed out — a net gain of 4 holders — while 63 added to existing stakes and 51 trimmed.

The largest buyer was Century Capital Management, adding an estimated $18.1M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $53.4M sold.

  • 174 institutional investors held MillerKnoll (MLKN) as of Q4 2013, up from 170 in Q3 2013.
  • Funds reported $1.42B of MillerKnoll stock for Q4 2013, up 1.3% quarter-over-quarter.
  • 26 funds opened new MillerKnoll positions in Q4 2013 and 22 closed out, a net change of +4 holders.
  • The largest MillerKnoll buyer in Q4 2013 was Century Capital Management, an estimated $18.1M added.
  • The largest MillerKnoll seller in Q4 2013 was Capital Research Global Investors, an estimated $53.4M sold.

Based on aggregated 13F filings for Q4 2013.