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Marcus & Millichap

151 hedge funds and large institutions have $1.06B invested in Marcus & Millichap in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 62 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

727% more call options, than puts

Call options by funds: $397K | Put options by funds: $48K

53% more capital invested

Capital invested by funds: $694M → $1.06B (+$367M)

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

3% more funds holding

Funds holding: 147151 (+4)

1.78% more ownership

Funds ownership: 61.49%63.27% (+1.8%)

24% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 62

Holders
151
Holders Change
+4
Holders Change %
+2.72%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
47
Reduced
62
Closed
16
Calls
$397K
Puts
$48K
Net Calls
+$349K
Net Calls Change
+$241K
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$6.03M -$12.6K -380 -0.3%
Ameriprise
27
Ameriprise
Minnesota
$4.81M -$86.8K -2,615 -2%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$4.06M +$29.3K +882 +1%
Squarepoint
29
Squarepoint
New York
$3.88M +$168K +5,046 +6%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$3.2M +$50.8K +1,531 +2%
N
31
Nuveen
North Carolina
$3.17M -$785K -23,654 -25%
CI
32
Cambiar Investors
Colorado
$3.09M
Legal & General Group
33
Legal & General Group
United Kingdom
$2.89M -$27.1K -817 -1%
Barclays
34
Barclays
United Kingdom
$2.64M +$804K +24,212 +67%
Wells Fargo
35
Wells Fargo
California
$2.56M -$39K -1,176 -2%
Bank of America
36
Bank of America
North Carolina
$2.24M +$496K +14,927 +41%
CS
37
Credit Suisse
Switzerland
$2.16M +$72.8K +2,194 +5%
Public Sector Pension Investment Board (PSP Investments)
38
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.16M +$661K +19,917 +68%
Swiss National Bank
39
Swiss National Bank
Switzerland
$2.15M -$196K -5,900 -11%
CAM
40
Cresset Asset Management
Illinois
$1.74M +$203K +6,101 +18%
JP Morgan Chase
41
JP Morgan Chase
New York
$1.71M -$1.41M -42,347 -52%
UBS AM
42
UBS AM
Illinois
$1.59M +$15.2K +458 +1%
AllianceBernstein
43
AllianceBernstein
Tennessee
$1.48M
CCG
44
Chatham Capital Group
Georgia
$1.32M -$118K -3,543 -10%
Canada Life
45
Canada Life
Manitoba, Canada
$1.31M -$139K -4,183 -12%
Prudential Financial
46
Prudential Financial
New Jersey
$1.29M -$18.9K -568 -2%
UBS Group
47
UBS Group
Switzerland
$1.27M +$256K +7,711 +36%
State Board of Administration of Florida Retirement System
48
State Board of Administration of Florida Retirement System
Florida
$1.26M +$231K +6,971 +32%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$1.14M -$38.9K -1,173 -4%
Skandinaviska Enskilda Banken (SEB)
50
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.09M -$103K -3,100 -11%