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MillerKnoll

245 hedge funds and large institutions have $1.74B invested in MillerKnoll in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 77 increasing their positions, 101 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more call options, than puts

Call options by funds: $8.63M | Put options by funds: $3.62M

52% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 27

8% more capital invested

Capital invested by funds: $1.62B → $1.74B (+$123M)

5% more funds holding

Funds holding: 233245 (+12)

0.51% more ownership

Funds ownership: 88.41%88.91% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

24% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 101

Holders
245
Holders Change
+12
Holders Change %
+5.15%
% of All Funds
3.57%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
41
Increased
77
Reduced
101
Closed
27
Calls
$8.63M
Puts
$3.62M
Net Calls
+$5.01M
Net Calls Change
-$3.11M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$315M +$2.14M +84,015 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$234M -$5.4M -211,675 -2%
SI
3
Scharf Investments
California
$128M -$9.72M -381,030 -7%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$101M -$12.1M -475,108 -11%
State Street
5
State Street
Massachusetts
$78.8M +$1.55M +60,656 +2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$69.9M +$15.1M +593,447 +29%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$44M +$732K +28,699 +2%
Morgan Stanley
8
Morgan Stanley
New York
$42.7M +$23.8M +934,013 +140%
Invesco
9
Invesco
Georgia
$36.5M +$1.37M +53,679 +4%
DRZID
10
DePrince Race & Zollo Inc (DRZ)
Florida
$34.5M -$17.3M -679,321 -34%
Charles Schwab
11
Charles Schwab
California
$34.4M +$393K +15,407 +1%
VVP
12
Vulcan Value Partners
Alabama
$29M -$7.16M -280,750 -21%
LSV Asset Management
13
LSV Asset Management
Illinois
$28.1M +$316K +12,400 +1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$24.5M -$7.12M -278,862 -23%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$23.4M -$6.98M -273,597 -24%
HAI
16
Hennessy Advisors Inc
California
$23.3M +$22.3M +874,900 New
N
17
Nuveen
North Carolina
$23.2M +$13.7M +536,956 +162%
Northern Trust
18
Northern Trust
Illinois
$21.9M -$748K -29,310 -3%
FCM
19
Forager Capital Management
Alabama
$18.8M -$1.28M -50,000 -7%
FSCM
20
Front Street Capital Management
Montana
$18.3M -$27.9K -1,092 -0.2%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$18M -$1.47M -57,740 -8%
JP Morgan Chase
22
JP Morgan Chase
New York
$16.8M -$748K -29,330 -4%
Man Group
23
Man Group
United Kingdom
$14.9M +$14.2M +557,598 New
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$13.6M +$830K +32,528 +7%
Ameriprise
25
Ameriprise
Minnesota
$13.6M -$2.47M -96,967 -16%

MLKN Hedge Fund Activity: Q4 2023 in Review

245 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in MillerKnoll (MLKN) for Q4 2023, worth a combined $1.74B — up 7.6% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new MLKN positions and 27 closed out — a net gain of 14 holders — while 77 added to existing stakes and 101 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23.8M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $17.3M.

  • 245 institutional investors held MillerKnoll (MLKN) as of Q4 2023, up from 233 in Q3 2023.
  • Funds reported $1.74B of MillerKnoll stock for Q4 2023, up 7.6% quarter-over-quarter.
  • 41 funds opened new MillerKnoll positions in Q4 2023 and 27 closed out, a net change of +14 holders.
  • The largest MillerKnoll buyer in Q4 2023 was Morgan Stanley, an estimated $23.8M added.
  • The largest MillerKnoll seller in Q4 2023 was DePrince Race & Zollo Inc (DRZ), an estimated $17.3M sold.

Based on aggregated 13F filings for Q4 2023.