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Marcus & Millichap

159 hedge funds and large institutions have $781M invested in Marcus & Millichap in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 52 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

38% more call options, than puts

Call options by funds: $164K | Put options by funds: $119K

5% more funds holding

Funds holding: 151159 (+8)

7% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 56

3.76% less ownership

Funds ownership: 63.27%59.51% (-3.8%)

26% less capital invested

Capital invested by funds: $1.06B → $781M (-$280M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
159
Holders Change
+8
Holders Change %
+5.3%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
52
Reduced
56
Closed
19
Calls
$164K
Puts
$119K
Net Calls
+$45K
Net Calls Change
-$304K
Name Holding Trade Value Shares
Change
Change in
Stake
HA
101
Hofer & Associates
California
$262K
Handelsbanken Fonder
102
Handelsbanken Fonder
Sweden
$255K
AB
103
Amalgamated Bank
New York
$249K -$85.3K -2,328 -24%
IRC
104
Investors Research Corp
Georgia
$249K -$11K -300 -4%
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$242K
Envestnet Portfolio Solutions
106
Envestnet Portfolio Solutions
Illinois
$241K +$21K +572 +9%
ASRS
107
Arizona State Retirement System
Arizona
$234K -$4.84K -132 -2%
T. Rowe Price Associates
108
T. Rowe Price Associates
Maryland
$233K +$28.1K +767 +13%
State of Tennessee, Department of Treasury
109
State of Tennessee, Department of Treasury
Tennessee
$232K -$60.4K -1,649 -20%
HWMA
110
Heritage Wealth Management (Arizona)
Arizona
$229K -$3.7K -101 -1%
OPERF
111
Oregon Public Employees Retirement Fund
Oregon
$218K -$22K -600 -9%
Two Sigma Advisers
112
Two Sigma Advisers
New York
$212K -$11K -300 -5%
PFM
113
Premier Fund Managers
United Kingdom
$208K +$227K +6,184 New
Two Sigma Investments
114
Two Sigma Investments
New York
$205K +$220K +6,000 New
SI
115
Scharf Investments
California
$202K +$34.2K +933 +19%
SO
116
STRS Ohio
Ohio
$143K -$22K -600 -13%
SOW
117
State of Wyoming
Wyoming
$141K +$152K +4,138 New
PAS
118
Point72 Asia (Singapore)
Singapore
$108K +$116K +3,163 New
EC
119
EntryPoint Capital
New York
$85.3K +$91.5K +2,497 New
Allspring Global Investments
120
Allspring Global Investments
North Carolina
$85.3K +$91.5K +2,496 New
AIP
121
Ameritas Investment Partners
Nebraska
$82K
CFM
122
Catalyst Funds Management
Australia
$68.3K +$73.3K +2,000 New
FHA
123
First Horizon Advisors
Tennessee
$57K +$8.98K +245 +17%
MLICM
124
Metropolitan Life Insurance Company (MetLife)
New York
$44.4K -$2.35K -64 -5%
Royal Bank of Canada
125
Royal Bank of Canada
Ontario, Canada
$44K -$287K -7,830 -86%

MMI Hedge Fund Activity: Q1 2024 in Review

159 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Marcus & Millichap (MMI) for Q1 2024, worth a combined $781M — down 26% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new MMI positions and 19 closed out — a net gain of 8 holders — while 52 added to existing stakes and 56 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $8.3M. The largest seller was First Trust Advisors, exiting entirely with an estimated $26.8M sold.

  • 159 institutional investors held Marcus & Millichap (MMI) as of Q1 2024, up from 151 in Q4 2023.
  • Funds reported $781M of Marcus & Millichap stock for Q1 2024, down 26% quarter-over-quarter.
  • 27 funds opened new Marcus & Millichap positions in Q1 2024 and 19 closed out, a net change of +8 holders.
  • The largest Marcus & Millichap buyer in Q1 2024 was Goldman Sachs, an estimated $8.3M added.
  • The largest Marcus & Millichap seller in Q1 2024 was First Trust Advisors, an estimated $26.8M sold.

Based on aggregated 13F filings for Q1 2024.