Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bank of Marin Bancorp (BMRC)

139 + Investors. Track Smart Money conviction in BMRC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
60%

Smart Money Signals — BMRC

Based on 139 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added BMRC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
139 hedge funds hold BMRC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

75 buying50 selling
Last quarter: 75 funds were net buyers (20 opened a brand new position + 55 added to an existing one). Only 50 were sellers (31 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~20 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 27 → 12 → 18 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 21% medium ■ 20% new
82 out of 139 hedge funds have held BMRC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~20 new funds/quarter

13 → 27 → 12 → 18 → 20 new funds/Q
New funds entering each quarter: 27 → 12 → 18 → 20. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 60% veterans vs 25% newcomers

■ 60% veterans ■ 14% 1-2yr ■ 25% new
Entry-cohort mix of 139 holders: 84 (60%) are 2+ year veterans, 20 entered 1–2 years ago, and 35 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
38 of 139 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in BMRC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BMRC

In 2026 Q2, 75 hedge funds were net buyers of BMRC (20 opened a new position, 55 added to an existing one), while 50 reduced or exited (31 trimmed, 19 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 60% of total institutional value in BMRC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 139.

Hedge Fund Ownership: BMRC

How many hedge funds hold BMRC — quarterly history vs. share price
Quarterly hedge fund ownership of BMRC vs. share price

Market Analysis: BMRC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BMRC

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 1 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: BMRC
139 + Investors

Track Smart Money conviction in BMRC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 139 138 0.72%
13F Shares 11M 11M 2.04%
Total Value $298M $269M 10.66%
New Positions 20 18 +2
Increased Positions 55 42 +13
Closed Positions 19 11 +8
Reduced Positions 31 47 -16
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BMRC

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Institutional Holders (2026 Q2)

139 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BMRC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BMRC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PMC FIG Opportunities LLC 3.14% 70,959 $2.0M
2 Bank of Marin 1.87% 97,046 $2.7M
3 HoldCo Asset Management, LP 0.90% 504,411 $14.0M
4 Westmount Partners, LLC 0.70% 115,484 $3.2M
5 Algebris (uk) Ltd 0.53% 293,040 $8.1M
6 SummerHaven Investment Management, LLC 0.42% 28,609 $792K
7 Heartland Advisors Inc 0.40% 325,508 $9.0M
8 Caldwell Sutter Capital, INC. 0.21% 20,390 $565K
9 Wulff, Hansen & CO. 0.18% 8,542 $237K
10 R Squared Ltd 0.18% 12,207 $338K
11 Princeton Capital Management LLC 0.09% 15,059 $417K
12 Bridge City Capital, LLC 0.09% 14,170 $393K
13 Private Wealth Partners, LLC 0.07% 36,983 $1.0M
14 Kennedy Capital Management LLC 0.06% 120,894 $3.3M
15 Fiduciary Financial Group, LLC 0.04% 14,069 $390K
16 RBF Capital, LLC 0.03% 30,000 $831K
17 Algert Global LLC 0.03% 92,918 $2.6M
18 Boothbay Fund Management, LLC 0.03% 79,090 $2.2M
19 Perigon Wealth Management, LLC 0.03% 60,887 $1.7M
20 Lodestar Private Asset Management LLC 0.02% 10,156 $281K
21 Atom Investors LP 0.02% 9,502 $263K
22 Hotchkis & Wiley Capital Management LLC 0.02% 264,196 $7.3M
23 Freestone Capital Holdings, LLC 0.02% 23,258 $644K
24 Occudo Quantitative Strategies LP 0.01% 9,348 $259K
25 Los Angeles Capital Management LLC 0.01% 99,891 $2.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Bank of Marin Bancorp (BMRC)

What does the Smart Money Trend signal show for BMRC?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BMRC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BMRC?

More buyers than sellers — 60% buying: Last quarter: 75 funds were net buyers (20 opened a brand new position + 55 added to an existing one). Only 50 were sellers (31 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BMRC holders?

Elite ownership — 60% AUM from top-100 funds: 38 of 139 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in BMRC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BMRC?

59% of holders stayed for 2+ years: 82 out of 139 hedge funds have held BMRC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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