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MillerKnoll

223 hedge funds and large institutions have $1.47B invested in MillerKnoll in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 86 increasing their positions, 73 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more capital invested

Capital invested by funds: $1.08B → $1.47B (+$386M)

18% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 73

2.12% more ownership

Funds ownership: 91.79%93.91% (+2.1%)

2% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 44

1% less funds holding

Funds holding: 226223 (-3)

60% less call options, than puts

Call options by funds: $1.65M | Put options by funds: $4.16M

Holders
223
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
3.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
45
Increased
86
Reduced
73
Closed
44
Calls
$1.65M
Puts
$4.16M
Net Calls
-$2.51M
Net Calls Change
+$269K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$260M +$79M +3,948,888 +47%
Vanguard Group
2
Vanguard Group
Pennsylvania
$173M +$19.4M +967,321 +13%
BGC
3
Beutel, Goodman & Co
Ontario, Canada
$115M -$2.02M -100,890 -2%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$105M +$13.8M +687,533 +16%
SI
5
Scharf Investments
California
$77.9M -$6.17M -308,346 -8%
State Street
6
State Street
Massachusetts
$61.9M +$8.23M +411,467 +16%
DRZID
7
DePrince Race & Zollo Inc (DRZ)
Florida
$39.7M -$4.22M -210,899 -10%
JP Morgan Chase
8
JP Morgan Chase
New York
$33.9M +$18.4M +918,973 +132%
SAM
9
Silvercrest Asset Management
New York
$31.3M -$3.58M -178,753 -11%
Invesco
10
Invesco
Georgia
$30.8M +$5.46M +272,602 +23%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$30.6M +$905K +45,209 +3%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$30.4M +$6.43M +321,411 +29%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$27.2M +$4.99M +249,428 +24%
VVP
14
Vulcan Value Partners
Alabama
$25.8M -$10.2M -511,618 -29%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$25.3M -$1.01M -50,705 -4%
NCM
16
Nantahala Capital Management
Connecticut
$21M -$11.2M -560,749 -36%
Charles Schwab
17
Charles Schwab
California
$20.9M +$676K +33,756 +4%
Northern Trust
18
Northern Trust
Illinois
$17.8M -$2.4M -120,144 -12%
Brown Advisory
19
Brown Advisory
Maryland
$17.6M +$2.76M +138,120 +20%
Morgan Stanley
20
Morgan Stanley
New York
$14.4M +$8.32M +415,807 +155%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$14M +$1.23M +61,670 +10%
Norges Bank
22
Norges Bank
Norway
$13.2M -$4.83M -241,134 -28%
FSCM
23
Front Street Capital Management
Montana
$11.5M +$743K +37,125 +7%
PFC
24
Poplar Forest Capital
California
$11.2M -$1.04M -51,888 -9%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$10.7M +$636K +31,788 +7%

MLKN Hedge Fund Activity: Q4 2022 in Review

223 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in MillerKnoll (MLKN) for Q4 2022, worth a combined $1.47B — up 36% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new MLKN positions and 44 closed out — a net gain of 1 holder — while 86 added to existing stakes and 73 trimmed.

The largest buyer was BlackRock, adding an estimated $79M. The largest seller was AllianceBernstein, cutting an estimated $19M.

  • 223 institutional investors held MillerKnoll (MLKN) as of Q4 2022, down from 226 in Q3 2022.
  • Funds reported $1.47B of MillerKnoll stock for Q4 2022, up 36% quarter-over-quarter.
  • 45 funds opened new MillerKnoll positions in Q4 2022 and 44 closed out, a net change of +1 holder.
  • The largest MillerKnoll buyer in Q4 2022 was BlackRock, an estimated $79M added.
  • The largest MillerKnoll seller in Q4 2022 was AllianceBernstein, an estimated $19M sold.

Based on aggregated 13F filings for Q4 2022.