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Marcus & Millichap

166 hedge funds and large institutions have $907M invested in Marcus & Millichap in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 58 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

25% more capital invested

Capital invested by funds: $726M → $907M (+$181M)

7% more funds holding

Funds holding: 155166 (+11)

2% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 58

0.46% less ownership

Funds ownership: 59.53%59.07% (-0.46%)

45% less call options, than puts

Call options by funds: $48K | Put options by funds: $87K

Holders
166
Holders Change
+11
Holders Change %
+7.1%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
59
Reduced
58
Closed
11
Calls
$48K
Puts
$87K
Net Calls
-$39K
Net Calls Change
-$43K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$487K +$8.9K +236 +2%
RC
77
RBF Capital
California
$470K
LSERS
78
Louisiana State Employees Retirement System
Louisiana
$460K -$18.9K -500 -4%
LPL Financial
79
LPL Financial
California
$446K +$19.5K +517 +5%
Janus Henderson Group
80
Janus Henderson Group
United Kingdom
$431K
A
81
AlphaQuest
New York
$426K -$303K -8,023 -43%
II
82
Inspire Investing
Idaho
$416K +$396K +10,488 New
SI
83
Scharf Investments
California
$378K +$96.8K +2,565 +37%
YCM
84
Yousif Capital Management
Michigan
$366K -$16.3K -432 -4%
HW
85
Hancock Whitney
Mississippi
$365K +$3.13K +83 +0.9%
OAM
86
Oppenheimer Asset Management
New York
$343K +$20K +530 +7%
VOYA Investment Management
87
VOYA Investment Management
Georgia
$334K -$8.11K -215 -2%
FHB
88
First Hawaiian Bank
Hawaii
$330K
TRSOTSOK
89
Teachers Retirement System of the State of Kentucky
Kentucky
$323K
MSRPS
90
Maryland State Retirement & Pension System
Maryland
$321K -$9.51K -252 -3%
Handelsbanken Fonder
91
Handelsbanken Fonder
Sweden
$308K
T. Rowe Price Associates
92
T. Rowe Price Associates
Maryland
$305K +$9.28K +246 +3%
HA
93
Hofer & Associates
California
$304K
Envestnet Portfolio Solutions
94
Envestnet Portfolio Solutions
Illinois
$299K +$10.4K +276 +4%
HSBC Holdings
95
HSBC Holdings
United Kingdom
$298K +$34.4K +912 +14%
Arrowstreet Capital
96
Arrowstreet Capital
Massachusetts
$291K +$277K +7,335 New
IRC
97
Investors Research Corp
Georgia
$288K
ASRS
98
Arizona State Retirement System
Arizona
$287K +$9.39K +249 +4%
Zurich Cantonal Bank
99
Zurich Cantonal Bank
Switzerland
$281K
AB
100
Amalgamated Bank
New York
$280K -$7.47K -198 -3%