MillerKnoll
MLKN
262 hedge funds and large institutions have $2.72B invested in MillerKnoll in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 97 increasing their positions, 85 reducing their positions, and 48 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
14% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 85
6% more capital invested
Capital invested by funds: $2.56B → $2.72B (+$162M)
1.56% more ownership
Funds ownership: 90.2% → 91.76% (+1.6%)
6% less funds holding
Funds holding: 280 → 262 (-18)
27% less call options, than puts
Call options by funds: $1.28M | Put options by funds: $1.74M
31% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Scharf Investments
Los Gatos,
California
|
+$43.2M |
| 2 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
+$36.5M |
| 3 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$33.2M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
+$27.9M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$27.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$30.7M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$26M |
| 3 |
ClearBridge Investments
New York
|
-$24.6M |
| 4 |
JP Morgan Chase
New York
|
-$15.9M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$11.6M |
MLKN Hedge Fund Activity: Q4 2021 in Review
262 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in MillerKnoll (MLKN) for Q4 2021, worth a combined $2.72B — up 6.3% from $2.56B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of MLKN and 33 opened new positions — a net loss of 15 holders — while 85 trimmed existing stakes and 97 added.
The largest buyer was Scharf Investments, adding an estimated $43.2M. The largest seller was LSV Asset Management, cutting an estimated $30.7M.
- 262 institutional investors held MillerKnoll (MLKN) as of Q4 2021, down from 280 in Q3 2021.
- Funds reported $2.72B of MillerKnoll stock for Q4 2021, up 6.3% quarter-over-quarter.
- 33 funds opened new MillerKnoll positions in Q4 2021 and 48 closed out, a net change of -15 holders.
- The largest MillerKnoll buyer in Q4 2021 was Scharf Investments, an estimated $43.2M added.
- The largest MillerKnoll seller in Q4 2021 was LSV Asset Management, an estimated $30.7M sold.
Based on aggregated 13F filings for Q4 2021.