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Marcus & Millichap

146 hedge funds and large institutions have $840M invested in Marcus & Millichap in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 63 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $822M → $840M (+$17.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.42% less ownership

Funds ownership: 59.33%57.91% (-1.4%)

8% less funds holding

Funds holding: 158146 (-12)

25% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 63

38% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 24

Holders
146
Holders Change
-12
Holders Change %
-7.59%
% of All Funds
2.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
47
Reduced
63
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
51
VOYA Investment Management
Georgia
$1.39M +$90.9K +2,529 +7%
Barclays
52
Barclays
United Kingdom
$1.32M +$379K +10,533 +42%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$1.31M -$25.5K -708 -2%
New York State Teachers Retirement System (NYSTRS)
54
New York State Teachers Retirement System (NYSTRS)
New York
$1.2M +$553K +15,379 +91%
William Blair & Company
55
William Blair & Company
Illinois
$1.11M -$257K -7,149 -19%
Canada Life
56
Canada Life
Manitoba, Canada
$1.08M +$1.05M +29,310 New
Bank of America
57
Bank of America
North Carolina
$1.07M -$378K -10,511 -27%
JP Morgan Chase
58
JP Morgan Chase
New York
$1.04M +$709K +19,731 +238%
Victory Capital Management
59
Victory Capital Management
Texas
$1.03M +$439K +12,205 +79%
Comerica Bank
60
Comerica Bank
Texas
$909K +$1.33K +37 +0.1%
AG
61
Aperio Group
California
$901K -$219K -6,090 -20%
Two Sigma Investments
62
Two Sigma Investments
New York
$831K +$802K +22,300 New
UBS AM
63
UBS AM
Illinois
$821K -$431 -12 -0.1%
SRAM
64
Stone Ridge Asset Management
New York
$814K -$86.3K -2,400 -10%
First Trust Advisors
65
First Trust Advisors
Illinois
$812K +$784K +21,805 New
Balyasny Asset Management
66
Balyasny Asset Management
Illinois
$735K +$298K +8,300 +73%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$729K -$4.67K -130 -0.7%
BPM
68
Bowling Portfolio Management
Ohio
$726K +$701K +19,498 New
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$696K +$2.12K +59 +0.3%
EIM
70
Essex Investment Management
Massachusetts
$666K
SOADOR
71
State of Alaska Department of Revenue
Alaska
$660K -$10.5K -291 -2%
CSS
72
Cubist Systematic Strategies
Connecticut
$652K +$629K +17,504 New
CS
73
Credit Suisse
Switzerland
$644K -$124K -3,461 -17%
AIG
74
American International Group
New York
$620K -$16.1K -449 -3%
IRC
75
Investors Research Corp
Georgia
$620K

MMI Hedge Fund Activity: Q4 2019 in Review

146 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Marcus & Millichap (MMI) for Q4 2019, worth a combined $840M — up 2.1% from $822M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of MMI and 15 opened new positions — a net loss of 9 holders — while 63 trimmed existing stakes and 47 added.

The largest buyer was Janus Henderson Group, adding an estimated $9.92M. The largest seller was Invesco, cutting an estimated $17.4M.

  • 146 institutional investors held Marcus & Millichap (MMI) as of Q4 2019, down from 158 in Q3 2019.
  • Funds reported $840M of Marcus & Millichap stock for Q4 2019, up 2.1% quarter-over-quarter.
  • 15 funds opened new Marcus & Millichap positions in Q4 2019 and 24 closed out, a net change of -9 holders.
  • The largest Marcus & Millichap buyer in Q4 2019 was Janus Henderson Group, an estimated $9.92M added.
  • The largest Marcus & Millichap seller in Q4 2019 was Invesco, an estimated $17.4M sold.

Based on aggregated 13F filings for Q4 2019.