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Marcus & Millichap

126 hedge funds and large institutions have $659M invested in Marcus & Millichap in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 54 increasing their positions, 47 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 47

8% more capital invested

Capital invested by funds: $608M → $659M (+$51.6M)

1.02% more ownership

Funds ownership: 57.45%58.48% (+1%)

9% less funds holding

Funds holding: 138126 (-12)

63% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 19

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
126
Holders Change
-12
Holders Change %
-8.7%
% of All Funds
2.58%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
54
Reduced
47
Closed
19
Calls
$352K
Puts
Net Calls
+$352K
Net Calls Change
+$352K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
101
Osaic Holdings
Arizona
$144K -$33.2K -1,178 -19%
FQ
102
First Quadrant
California
$139K -$65.1K -2,307 -32%
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$125K +$31.1K +1,102 +34%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$119K +$93.1K +3,301 +302%
TRCT
105
Tower Research Capital (TRC)
New York
$102K +$99.7K +3,537 New
Macquarie Group
106
Macquarie Group
Australia
$63K -$45.7K -1,620 -43%
AIP
107
Ameritas Investment Partners
Nebraska
$57K
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$54.5K -$221K -7,834 -81%
FHA
109
First Horizon Advisors
Tennessee
$36K
MOACM
110
Mutual of America Capital Management
New York
$33K +$3.75K +133 +13%
PCG
111
Private Capital Group
Connecticut
$28K +$2.51K +89 +10%
UBS Group
112
UBS Group
Switzerland
$26K -$353K -12,536 -93%
GT
113
Glenmede Trust
Pennsylvania
$19K +$14.9K +528 +369%
LIA
114
LS Investment Advisors
Michigan
$18K
Ohio Public Employees Retirement System (OPERS)
115
Ohio Public Employees Retirement System (OPERS)
Ohio
$16K +$8.38K +297 +110%
IA
116
IFP Advisors
Florida
$10K -$1.04K -37 -10%
PA
117
Parallel Advisors
California
$7K -$2.93K -104 -28%
LWM
118
Liberty Wealth Management
California
$7K
LC
119
Lindbrook Capital
California
$5K
SWA
120
Sutton Wealth Advisors
Florida
$4.62K +$4.51K +160 New
SI
121
Sprott Inc
Ontario, Canada
$3.17K
VCM
122
Versant Capital Management
Arizona
$3K -$3.44K -122 -52%
QCG
123
Quadrant Capital Group
Ohio
$3K
S
124
SignatureFD
Georgia
$3K +$3.07K +109 New
AII
125
AGF Investments Inc
Ontario, Canada
$2K +$56 +2 +3%