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MillerKnoll

249 hedge funds and large institutions have $1.47B invested in MillerKnoll in 2020 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 79 increasing their positions, 89 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

659% more call options, than puts

Call options by funds: $56.7M | Put options by funds: $7.47M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

27% more capital invested

Capital invested by funds: $1.15B → $1.47B (+$315M)

0.35% less ownership

Funds ownership: 82.94%82.6% (-0.35%)

3% less funds holding

Funds holding: 258249 (-9)

11% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 89

17% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 52

Holders
249
Holders Change
-9
Holders Change %
-3.49%
% of All Funds
5.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
43
Increased
79
Reduced
89
Closed
52
Calls
$56.7M
Puts
$7.47M
Net Calls
+$49.3M
Net Calls Change
+$38.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$237M +$28.5M +1,151,196 +17%
Vanguard Group
2
Vanguard Group
Pennsylvania
$160M -$3.45M -139,203 -3%
LSV Asset Management
3
LSV Asset Management
Illinois
$76.2M -$1.48M -59,700 -2%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$68.5M -$4.43M -178,963 -7%
State Street
5
State Street
Massachusetts
$54.3M -$1.7M -68,801 -4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$49.2M -$1.72M -69,636 -4%
AQR Capital Management
7
AQR Capital Management
Connecticut
$38.7M -$41.3M -1,669,166 -57%
VVP
8
Vulcan Value Partners
Alabama
$36.1M -$8.15M -329,290 -22%
Norges Bank
9
Norges Bank
Norway
$30.6M -$1.21M -48,910 -5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$30.4M +$25.3K +1,022 +0.1%
Goldman Sachs
11
Goldman Sachs
New York
$28M -$19.1M -772,517 -45%
Northern Trust
12
Northern Trust
Illinois
$27.9M -$1.03M -41,432 -4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$24.7M -$617K -24,923 -3%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$24.1M -$5.23M -211,325 -21%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$22.8M +$6.12M +247,292 +48%
Grantham, Mayo, Van Otterloo & Co (GMO)
16
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$21.3M +$257K +10,400 +1%
Prudential Financial
17
Prudential Financial
New Jersey
$20M +$13.3M +538,627 +429%
Charles Schwab
18
Charles Schwab
California
$19.2M -$116K -4,696 -0.7%
EVM
19
Eaton Vance Management
Massachusetts
$17.6M +$5.87M +236,973 +68%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$16.9M +$11.6M +466,872 +496%
Two Sigma Investments
21
Two Sigma Investments
New York
$16.5M +$13.5M +547,018 New
Parnassus Investments
22
Parnassus Investments
California
$15.4M +$12.6M +510,000 New
FSCM
23
Front Street Capital Management
Montana
$12.1M +$1.06M +42,975 +12%
Wells Fargo
24
Wells Fargo
California
$11.4M +$983K +39,710 +12%
Citadel Advisors
25
Citadel Advisors
Florida
$10.8M +$6.81M +275,190 +327%

MLKN Hedge Fund Activity: Q3 2020 in Review

249 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in MillerKnoll (MLKN) for Q3 2020, worth a combined $1.47B — up 27% from $1.15B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of MLKN and 43 opened new positions — a net loss of 9 holders — while 89 trimmed existing stakes and 79 added.

The largest buyer was BlackRock, adding an estimated $28.5M. The largest seller was AQR Capital Management, cutting an estimated $41.3M.

  • 249 institutional investors held MillerKnoll (MLKN) as of Q3 2020, down from 258 in Q2 2020.
  • Funds reported $1.47B of MillerKnoll stock for Q3 2020, up 27% quarter-over-quarter.
  • 43 funds opened new MillerKnoll positions in Q3 2020 and 52 closed out, a net change of -9 holders.
  • The largest MillerKnoll buyer in Q3 2020 was BlackRock, an estimated $28.5M added.
  • The largest MillerKnoll seller in Q3 2020 was AQR Capital Management, an estimated $41.3M sold.

Based on aggregated 13F filings for Q3 2020.