BMRC Institutional Ownership
Bank of Marin Bancorp
1W: +6.6%
1M: -0.4%
3M: -3.6%
YTD: +8.8%
1Y: +19.5%
3Y: +76.2%
5Y: -11.2%
$28.88
+1.08 (+3.88%)
After Hours: $27.50 (-1.38, -4.78%)
Weekly Expected Move ±3.3%
$25
$26
$27
$28
$29
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — BMRC
155
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
$302M
Total Invested
19
New Positions
55
Increased
46
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (166 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1,600,224 | $44M | +198,449 | +14.2% | 8Q | SEC ↗ |
| 2 | DIMENSIONAL FUND ADVISORS LP | 680,239 | $19M | -122,626 | -15.3% | 50Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 657,941 | $18M | +15,269 | +2.4% | 2Q | SEC ↗ |
| 4 | ALLIANCEBERNSTEIN L.P. | 613,724 | $17M | -9,322 | -1.5% | 63Q | SEC ↗ |
| 5 | HoldCo Asset Management, LP | 504,411 | $14M | — | +0.0% | 5Q | SEC ↗ |
| 6 | MANUFACTURERS LIFE INSURANCE COMPANY, | 456,401 | $13M | -2,411 | -0.5% | 53Q | SEC ↗ |
| 7 | AMERIPRISE FINANCIAL INC | 420,473 | $12M | +45,590 | +12.2% | 16Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 413,173 | $11M | +22,872 | +5.9% | 68Q | SEC ↗ |
| 9 | TWO SIGMA INVESTMENTS, LP | 361,575 | $10M | +94,998 | +35.6% | 21Q | SEC ↗ |
| 10 | STATE STREET CORP | 344,314 | $10M | +4,310 | +1.3% | 43Q | SEC ↗ |
| 11 | HEARTLAND ADVISORS INC | 325,508 | $9M | +75,508 | +30.2% | 3Q | SEC ↗ |
| 12 | ALGEBRIS (UK) LTD | 293,040 | $8M | +217,725 | +289.1% | 2Q | SEC ↗ |
| 13 | MORGAN STANLEY | 271,960 | $8M | +31,529 | +13.1% | 60Q | SEC ↗ |
| 14 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 264,196 | $7M | +3,600 | +1.4% | 20Q | SEC ↗ |
| 15 | CITADEL ADVISORS LLC | 255,290 | $7M | +76,537 | +42.8% | 3Q | SEC ↗ |
| 16 | Qube Research & Technologies Ltd | 183,331 | $5M | +105,241 | +134.8% | 3Q | SEC ↗ |
| 17 | AQR CAPITAL MANAGEMENT LLC | 168,484 | $5M | +50,835 | +43.2% | 9Q | SEC ↗ |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 137,428 | $4M | +12,043 | +9.6% | 15Q | SEC ↗ |
| 19 | Sixth Street Partners Management Compa NEW | 137,428 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 20 | NORTHERN TRUST CORP | 134,145 | $4M | +8,967 | +7.2% | 69Q | SEC ↗ |
| 21 | RENAISSANCE TECHNOLOGIES LLC | 132,381 | $4M | +12,989 | +10.9% | 50Q | SEC ↗ |
| 22 | VANGUARD PORTFOLIO MANAGEMENT LLC | 124,798 | $3M | +14,324 | +13.0% | 2Q | SEC ↗ |
| 23 | KENNEDY CAPITAL MANAGEMENT LLC | 120,894 | $3M | -2,386 | -1.9% | 8Q | SEC ↗ |
| 24 | Westmount Partners, LLC | 115,484 | $3M | — | +0.0% | 3Q | SEC ↗ |
| 25 | VANGUARD FIDUCIARY TRUST CO | 105,638 | $3M | -1,159 | -1.1% | 2Q | SEC ↗ |
| 26 | LOS ANGELES CAPITAL MANAGEMENT LLC | 99,891 | $3M | +9,479 | +10.5% | 2Q | SEC ↗ |
| 27 | Bank of Marin | 97,046 | $3M | — | +0.0% | 13Q | SEC ↗ |
| 28 | ALGERT GLOBAL LLC NEW | 92,918 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 29 | Quantinno Capital Management LP | 90,470 | $3M | +30,994 | +52.1% | 7Q | SEC ↗ |
| 30 | GOLDMAN SACHS GROUP INC | 90,029 | $3M | +21,288 | +31.0% | 15Q | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 79,941 | $2M | +2,242 | +2.9% | 69Q | SEC ↗ |
| 32 | BOOTHBAY FUND MANAGEMENT, LLC NEW | 79,090 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 33 | D. E. Shaw & Co., Inc. | 72,691 | $2M | +35,019 | +93.0% | 2Q | SEC ↗ |
| 34 | MARSHALL WACE, LLP NEW | 72,258 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 35 | PMC FIG Opportunities LLC NEW | 70,959 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 36 | Fisher Asset Management, LLC | 68,966 | $2M | +5,040 | +7.9% | 6Q | SEC ↗ |
| 37 | Creative Planning | 66,201 | $2M | +9,209 | +16.2% | 8Q | SEC ↗ |
| 38 | Perigon Wealth Management, LLC | 60,887 | $2M | -194 | -0.3% | 13Q | SEC ↗ |
| 39 | Trexquant Investment LP | 53,272 | $1M | +13,315 | +33.3% | 11Q | SEC ↗ |
| 40 | Point72 Asset Management, L.P. NEW | 40,302 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 41 | Connor, Clark & Lunn Investment Manage | 40,253 | $1M | +1,029 | +2.6% | 7Q | SEC ↗ |
| 42 | AMERICAN CENTURY COMPANIES INC | 38,357 | $1M | -185 | -0.5% | 15Q | SEC ↗ |
| 43 | Private Wealth Partners, LLC | 36,983 | $1M | — | +0.0% | 16Q | SEC ↗ |
| 44 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 34,641 | $963K | -16,301 | -32.0% | 2Q | SEC ↗ |
| 45 | MILLENNIUM MANAGEMENT LLC | 32,876 | $914K | -13,674 | -29.4% | 6Q | SEC ↗ |
| 46 | Squarepoint Ops LLC | 32,763 | $911K | +17,143 | +109.8% | 2Q | SEC ↗ |
| 47 | Nuveen, LLC | 30,324 | $843K | — | +0.0% | 6Q | SEC ↗ |
| 48 | RBF Capital, LLC | 30,000 | $834K | — | +0.0% | 54Q | SEC ↗ |
| 49 | SummerHaven Investment Management, LLC | 28,609 | $795K | — | +0.0% | 4Q | SEC ↗ |
| 50 | BARCLAYS PLC | 26,963 | $750K | -425 | -1.6% | 40Q | SEC ↗ |
Recent Activity
New Positions (19)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 137,428 | $4M |
| ALGERT GLOBAL LLC | 92,918 | $3M |
| BOOTHBAY FUND MANAGEMENT, LLC | 79,090 | $2M |
| MARSHALL WACE, LLP | 72,258 | $2M |
| PMC FIG Opportunities LLC | 70,959 | $2M |
| Point72 Asset Management, L.P. | 40,302 | $1M |
| LPL Financial LLC | 18,113 | $504K |
| PANAGORA ASSET MANAGEMENT INC | 12,375 | $344K |
| R Squared Ltd | 12,207 | $339K |
| Brevan Howard Capital Management LP | 10,175 | $283K |
| MERCER GLOBAL ADVISORS INC /ADV | 10,033 | $279K |
| Atom Investors LP | 9,502 | $264K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 9,357 | $260K |
| CHOREO, LLC | 9,094 | $253K |
| BLAIR WILLIAM & CO/IL | 7,603 | $211K |
| Integrated Wealth Concepts LLC | 837 | $23K |
| Caitong International Asset Managem | 9 | $0K |
| SJS Investment Consulting Inc. | 4 | $0K |
| IMG Wealth Management, Inc. | 3 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 632,000 | $18M |
| RAYMOND JAMES FINANCIAL INC | 45,478 | $1M |
| JANE STREET GROUP, LLC | 42,071 | $1M |
| Fourthstone LLC | 41,834 | $1M |
| State of Wyoming | 15,885 | $442K |
| FRANKLIN RESOURCES INC | 12,387 | $344K |
| Beacon Pointe Advisors, LLC | 12,051 | $335K |
| Integrated Quantitative Investments | 11,464 | $319K |
| Empowered Funds, LLC | 10,977 | $305K |
| Engineers Gate Manager LP | 10,510 | $292K |
| CANADA PENSION PLAN INVESTMENT BOAR | 9,200 | $256K |
| Cornerstone Investment Partners, LL | 8,887 | $247K |
| Ballentine Partners, LLC | 8,682 | $241K |
| SG Americas Securities, LLC | 4,413 | $123K |
| QUADRANT CAPITAL GROUP LLC | 2,455 | $68K |
| Aquatic Capital Management LLC | 823 | $23K |
| Advisory Services Network, LLC | 656 | $18K |
| AMALGAMATED BANK | 463 | $13K |
| JONES FINANCIAL COMPANIES LLLP | 190 | $5K |
| Root Financial Partners, LLC | 25 | $1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ALGEBRIS (UK) LTD | +217,725 | +289.1% | 293,040 |
| BlackRock, Inc. | +198,449 | +14.2% | 1,600,224 |
| Qube Research & Technologies Ltd | +105,241 | +134.8% | 183,331 |
| TWO SIGMA INVESTMENTS, LP | +94,998 | +35.6% | 361,575 |
| CITADEL ADVISORS LLC | +76,537 | +42.8% | 255,290 |
| HEARTLAND ADVISORS INC | +75,508 | +30.2% | 325,508 |
| AQR CAPITAL MANAGEMENT LLC | +50,835 | +43.2% | 168,484 |
| AMERIPRISE FINANCIAL INC | +45,590 | +12.2% | 420,473 |
| D. E. Shaw & Co., Inc. | +35,019 | +93.0% | 72,691 |
| MORGAN STANLEY | +31,529 | +13.1% | 271,960 |
| Quantinno Capital Management LP | +30,994 | +52.1% | 90,470 |
| GEODE CAPITAL MANAGEMENT, LLC | +22,872 | +5.9% | 413,173 |
| GOLDMAN SACHS GROUP INC | +21,288 | +31.0% | 90,029 |
| Squarepoint Ops LLC | +17,143 | +109.8% | 32,763 |
| VANGUARD CAPITAL MANAGEMENT LLC | +15,269 | +2.4% | 657,941 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +14,324 | +13.0% | 124,798 |
| Trexquant Investment LP | +13,315 | +33.3% | 53,272 |
| RENAISSANCE TECHNOLOGIES LLC | +12,989 | +10.9% | 132,381 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +12,043 | +9.6% | 137,428 |
| Russell Investments Group, Ltd. | +11,549 | +1016.6% | 12,685 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | -176,055 | -88.2% | 23,622 |
| DIMENSIONAL FUND ADVISORS LP | -122,626 | -15.3% | 680,239 |
| ACADIAN ASSET MANAGEMENT LLC | -84,936 | -76.6% | 26,006 |
| PRUDENTIAL FINANCIAL INC | -56,400 | -71.3% | 22,672 |
| UNITED CAPITAL FINANCIAL ADVISORS, | -16,301 | -32.0% | 34,641 |
| MILLENNIUM MANAGEMENT LLC | -13,674 | -29.4% | 32,876 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | -10,977 | -42.2% | 15,047 |
| ALLIANCEBERNSTEIN L.P. | -9,322 | -1.5% | 613,724 |
| SEI INVESTMENTS CO | -7,392 | -33.6% | 14,619 |
| Invesco Ltd. | -3,343 | -13.2% | 21,890 |
| XTX Topco Ltd | -2,740 | -12.0% | 20,165 |
| MANUFACTURERS LIFE INSURANCE COMPAN | -2,411 | -0.5% | 456,401 |
| KENNEDY CAPITAL MANAGEMENT LLC | -2,386 | -1.9% | 120,894 |
| OCCUDO QUANTITATIVE STRATEGIES LP | -1,938 | -17.2% | 9,348 |
| Bridge City Capital, LLC | -1,360 | -8.8% | 14,170 |
| VANGUARD FIDUCIARY TRUST CO | -1,159 | -1.1% | 105,638 |
| BANK OF AMERICA CORP /DE | -1,116 | -4.4% | 24,474 |
| MetLife Investment Management, LLC | -690 | -7.7% | 8,227 |
| CALIFORNIA STATE TEACHERS RETIREMEN | -592 | -74.2% | 206 |
| BARCLAYS PLC | -425 | -1.6% | 26,963 |