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Marcus & Millichap
MMI

138 hedge funds and large institutions have $608M invested in Marcus & Millichap in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 49

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.45% less ownership

Funds ownership: 57.91% → 57.45% (-0.45%)

5% less funds holding

Funds holding: 146 → 138 (-8)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

28% less capital invested

Capital invested by funds: $840M → $608M (-$232M)

Holders
138
Holders Change
-8
Holders Change %
-5.48%
% of All Funds
3.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
53
Reduced
49
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VNIM
Vaughan Nelson Investment Management
Texas
+$7.92M
2
RRAM
River Road Asset Management
Kentucky
+$6.2M
3
RP
Reinhart Partners
Wisconsin
+$5.64M
4
VVP
Vulcan Value Partners
Alabama
+$5.62M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$3.35M

Top Sellers

Rank Fund Capital Flow
1
Aberdeen Group
Aberdeen Group
United Kingdom
-$16.1M
2
RA
Royce & Associates
New York
-$6.63M
3
APG Asset Management
APG Asset Management
Netherlands
-$3.29M
4
BlackRock
BlackRock
New York
-$2.18M
5
UBS Group
UBS Group
Switzerland
-$1.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
Schroder Investment Management Group
101
Schroder Investment Management Group
United Kingdom
$212K -$60.6K -1,801 -19%
MLICM
102
Metropolitan Life Insurance Company (MetLife)
New York
$209K – – –
American Century Companies
103
American Century Companies
Missouri
$208K +$257K +7,657 New
Citigroup
104
Citigroup
New York
$204K -$138K -4,111 -35%
AQR Capital Management
105
AQR Capital Management
Connecticut
$202K +$4K +119 +2%
OSAM
106
O'Shaughnessy Asset Management
Connecticut
$195K -$150K -4,459 -38%
MERSOM
107
Municipal Employees' Retirement System of Michigan
Michigan
$195K – – –
FQ
108
First Quadrant
California
$193K +$239K +7,120 +50,857%
IA
109
IndexIQ Advisors
New York
$177K +$220K +6,532 New
Osaic Holdings
110
Osaic Holdings
Arizona
$168K +$208K +6,196 New
TRSOTSOK
111
Teachers Retirement System of the State of Kentucky
Kentucky
$165K – – –
SG Americas Securities
112
SG Americas Securities
New York
$135K +$9.62K +286 +6%
Macquarie Group
113
Macquarie Group
Australia
$103K – – –
Zurich Cantonal Bank
114
Zurich Cantonal Bank
Switzerland
$88K +$32.4K +963 +42%
AIP
115
Ameritas Investment Partners
Nebraska
$53K – – –
FHA
116
First Horizon Advisors
Tennessee
$34K – – –
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$28K +$2.15K +64 +6%
MOACM
118
Mutual of America Capital Management
New York
$27K +$5.68K +169 +20%
PCG
119
Private Capital Group
Connecticut
$24K +$4.81K +143 +19%
LIA
120
LS Investment Advisors
Michigan
$17K – – –
AIM
121
Aigen Investment Management
New York
$15K +$18.2K +542 New
MAM
122
Meeder Asset Management
Ohio
$15K +$19.2K +570 +11,400%
OAM
123
Oppenheimer Asset Management
New York
$14K +$17.7K +526 New
IA
124
IFP Advisors
Florida
$11K -$2.62K -78 -17%
PA
125
Parallel Advisors
California
$10K -$11K -327 -47%
3 4
5
6 7

MMI Hedge Fund Activity: Q1 2020 in Review

138 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Marcus & Millichap (MMI) for Q1 2020, worth a combined $608M — down 28% from $840M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of MMI and 19 opened new positions — a net loss of 5 holders — while 49 trimmed existing stakes and 53 added.

The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $7.92M. The largest seller was Aberdeen Group, cutting an estimated $16.1M.

  • 138 institutional investors held Marcus & Millichap (MMI) as of Q1 2020, down from 146 in Q4 2019.
  • Funds reported $608M of Marcus & Millichap stock for Q1 2020, down 28% quarter-over-quarter.
  • 19 funds opened new Marcus & Millichap positions in Q1 2020 and 24 closed out, a net change of -5 holders.
  • The largest Marcus & Millichap buyer in Q1 2020 was Vaughan Nelson Investment Management, an estimated $7.92M added.
  • The largest Marcus & Millichap seller in Q1 2020 was Aberdeen Group, an estimated $16.1M sold.

Based on aggregated 13F filings for Q1 2020.