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MillerKnoll

307 hedge funds and large institutions have $2.2B invested in MillerKnoll in 2019 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 111 increasing their positions, 101 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 36

2% more funds holding

Funds holding: 301307 (+6)

10% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 101

1% more capital invested

Capital invested by funds: $2.18B → $2.2B (+$25.3M)

0.61% more ownership

Funds ownership: 83.21%83.82% (+0.61%)

9% less call options, than puts

Call options by funds: $3.12M | Put options by funds: $3.43M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
307
Holders Change
+6
Holders Change %
+1.99%
% of All Funds
6.73%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
43
Increased
111
Reduced
101
Closed
36
Calls
$3.12M
Puts
$3.43M
Net Calls
-$307K
Net Calls Change
+$200K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$310M -$6.23M -141,824 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$261M +$1.89M +43,038 +0.8%
LSV Asset Management
3
LSV Asset Management
Illinois
$126M -$1.56M -35,462 -1%
AQR Capital Management
4
AQR Capital Management
Connecticut
$87.6M +$28.8M +654,867 +53%
State Street
5
State Street
Massachusetts
$86.3M -$1.92M -43,629 -2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$82.1M -$1.57M -35,744 -2%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$56.2M -$13.8M -313,495 -20%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$52.2M +$8.92M +202,890 +22%
Northern Trust
9
Northern Trust
Illinois
$45.3M +$734K +16,689 +2%
Norges Bank
10
Norges Bank
Norway
$44.6M
Bank of New York Mellon
11
Bank of New York Mellon
New York
$43.5M +$536K +12,189 +1%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$37M -$7.33M -166,795 -17%
Prudential Financial
13
Prudential Financial
New Jersey
$35.8M -$3.22M -73,313 -9%
CVA
14
Ceredex Value Advisors
Florida
$34.7M -$14.6M -332,400 -31%
Grantham, Mayo, Van Otterloo & Co (GMO)
15
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$33.6M +$2.74M +62,239 +9%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$29.1M +$21.2M +482,806 +325%
Charles Schwab
17
Charles Schwab
California
$28.2M +$2.16M +49,174 +9%
CCMG
18
Clark Capital Management Group
Pennsylvania
$27.8M +$21M +478,060 +382%
APG Asset Management
19
APG Asset Management
Netherlands
$27.1M +$5.73M +130,418 +26%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$25.5M +$14.4M +326,666 +144%
JP Morgan Chase
21
JP Morgan Chase
New York
$24.3M -$19.8M -449,745 -46%
Man Group
22
Man Group
United Kingdom
$20M +$4.73M +107,674 +33%
Ameriprise
23
Ameriprise
Minnesota
$19.9M -$6.65M -151,342 -26%
Goldman Sachs
24
Goldman Sachs
New York
$19.1M +$340K +7,729 +2%
Skandinaviska Enskilda Banken (SEB)
25
Skandinaviska Enskilda Banken (SEB)
Sweden
$18.6M +$512K +11,650 +3%

MLKN Hedge Fund Activity: Q3 2019 in Review

307 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in MillerKnoll (MLKN) for Q3 2019, worth a combined $2.2B — up 1.2% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new MLKN positions and 36 closed out — a net gain of 7 holders — while 111 added to existing stakes and 101 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $28.8M. The largest seller was JP Morgan Chase, cutting an estimated $19.8M.

  • 307 institutional investors held MillerKnoll (MLKN) as of Q3 2019, up from 301 in Q2 2019.
  • Funds reported $2.2B of MillerKnoll stock for Q3 2019, up 1.2% quarter-over-quarter.
  • 43 funds opened new MillerKnoll positions in Q3 2019 and 36 closed out, a net change of +7 holders.
  • The largest MillerKnoll buyer in Q3 2019 was AQR Capital Management, an estimated $28.8M added.
  • The largest MillerKnoll seller in Q3 2019 was JP Morgan Chase, an estimated $19.8M sold.

Based on aggregated 13F filings for Q3 2019.