MillerKnoll
MLKN
301 hedge funds and large institutions have $2.18B invested in MillerKnoll in 2019 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 93 increasing their positions, 103 reducing their positions, and 29 closing their positions.
86% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 29
27% more capital invested
Capital invested by funds: $1.72B → $2.18B (+$462M)
8% more funds holding
Funds holding: 280 → 301 (+21)
0.04% more ownership
Funds ownership: 83.17% → 83.21% (+0.04%)
10% less repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 103
18% less call options, than puts
Call options by funds: $2.27M | Put options by funds: $2.78M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APG Asset Management
Amsterdam,
Netherlands
|
+$10.7M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
+$10.4M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$9.87M |
| 4 |
Man Group
London,
United Kingdom
|
+$9.51M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$8.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$16.8M |
| 2 |
JP Morgan Chase
New York
|
-$14.7M |
| 3 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
-$10.8M |
| 4 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$8.41M |
| 5 |
RA
Royce & Associates
New York
|
-$7.2M |
MLKN Hedge Fund Activity: Q2 2019 in Review
301 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in MillerKnoll (MLKN) for Q2 2019, worth a combined $2.18B — up 27% from $1.72B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new MLKN positions and 29 closed out — a net gain of 25 holders — while 93 added to existing stakes and 103 trimmed.
The largest buyer was APG Asset Management, adding an estimated $10.7M. The largest seller was Assenagon Asset Management, cutting an estimated $16.8M.
- 301 institutional investors held MillerKnoll (MLKN) as of Q2 2019, up from 280 in Q1 2019.
- Funds reported $2.18B of MillerKnoll stock for Q2 2019, up 27% quarter-over-quarter.
- 54 funds opened new MillerKnoll positions in Q2 2019 and 29 closed out, a net change of +25 holders.
- The largest MillerKnoll buyer in Q2 2019 was APG Asset Management, an estimated $10.7M added.
- The largest MillerKnoll seller in Q2 2019 was Assenagon Asset Management, an estimated $16.8M sold.
Based on aggregated 13F filings for Q2 2019.