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MillerKnoll

256 hedge funds and large institutions have $1.98B invested in MillerKnoll in 2017 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 89 increasing their positions, 79 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more call options, than puts

Call options by funds: $2.15M | Put options by funds: $516K

119% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 21

13% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 79

10% more funds holding

Funds holding: 232256 (+24)

9% more capital invested

Capital invested by funds: $1.81B → $1.98B (+$169M)

1.7% less ownership

Funds ownership: 84.46%82.76% (-1.7%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
256
Holders Change
+24
Holders Change %
+10.34%
% of All Funds
5.81%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
46
Increased
89
Reduced
79
Closed
21
Calls
$2.15M
Puts
$516K
Net Calls
+$1.64M
Net Calls Change
+$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$253M +$6.87M +195,666 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$223M +$1.09M +30,944 +0.6%
JP Morgan Chase
3
JP Morgan Chase
New York
$94.9M +$4.87M +138,801 +6%
LSV Asset Management
4
LSV Asset Management
Illinois
$93.8M +$6.14M +174,996 +8%
State Street
5
State Street
Massachusetts
$84.2M +$3.06M +87,124 +4%
RA
6
Royce & Associates
New York
$84M -$7.66M -218,261 -9%
VFA
7
Virtus Fund Advisers
Connecticut
$67M -$2.26M -64,445 -4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$66.3M +$1.84M +52,407 +3%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$57.3M +$230K +6,556 +0.5%
Prudential Financial
10
Prudential Financial
New Jersey
$56.4M -$5.19M -147,824 -9%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$51M -$2.15M -61,347 -5%
Norges Bank
12
Norges Bank
Norway
$50.9M -$3.48M -99,046 -7%
VBA
13
Van Berkom & Associates
Quebec, Canada
$46.8M -$3.9M -111,263 -9%
Northern Trust
14
Northern Trust
Illinois
$37.8M -$1.72M -48,918 -5%
VVP
15
Vulcan Value Partners
Alabama
$37.2M -$2.64M -75,342 -8%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$36.5M -$754K -21,483 -2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$30M -$161K -4,588 -0.6%
Millennium Management
18
Millennium Management
New York
$20.3M +$8.73M +248,806 +97%
Goldman Sachs
19
Goldman Sachs
New York
$18.9M -$4.43M -126,245 -21%
STCG
20
Speece Thorson Capital Group
Minnesota
$18.7M +$674K +19,218 +4%
BTW
21
Boston Trust Walden
Massachusetts
$17.3M -$355K -10,116 -2%
Charles Schwab
22
Charles Schwab
California
$17.1M +$707K +20,138 +5%
Deutsche Bank
23
Deutsche Bank
Germany
$16.7M +$5.16M +147,174 +55%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$15.7M +$1.59M +45,354 +13%
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$14.4M +$5.04M +143,664 +67%

MLKN Hedge Fund Activity: Q4 2017 in Review

256 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in MillerKnoll (MLKN) for Q4 2017, worth a combined $1.98B — up 9.3% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new MLKN positions and 21 closed out — a net gain of 25 holders — while 89 added to existing stakes and 79 trimmed.

The largest buyer was Millennium Management, adding an estimated $8.73M. The largest seller was Harris Associates, exiting entirely with an estimated $45.3M sold.

  • 256 institutional investors held MillerKnoll (MLKN) as of Q4 2017, up from 232 in Q3 2017.
  • Funds reported $1.98B of MillerKnoll stock for Q4 2017, up 9.3% quarter-over-quarter.
  • 46 funds opened new MillerKnoll positions in Q4 2017 and 21 closed out, a net change of +25 holders.
  • The largest MillerKnoll buyer in Q4 2017 was Millennium Management, an estimated $8.73M added.
  • The largest MillerKnoll seller in Q4 2017 was Harris Associates, an estimated $45.3M sold.

Based on aggregated 13F filings for Q4 2017.