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Marcus & Millichap

155 hedge funds and large institutions have $726M invested in Marcus & Millichap in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 63 increasing their positions, 45 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 45

4% more call options, than puts

Call options by funds: $101K | Put options by funds: $97K

0.02% more ownership

Funds ownership: 59.51%59.53% (+0.02%)

3% less funds holding

Funds holding: 159155 (-4)

7% less capital invested

Capital invested by funds: $781M → $726M (-$55.4M)

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

Holders
155
Holders Change
-4
Holders Change %
-2.52%
% of All Funds
2.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
63
Reduced
45
Closed
23
Calls
$101K
Puts
$97K
Net Calls
+$4K
Net Calls Change
-$41K
Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
101
Verition Fund Management
Connecticut
$227K +$233K +7,192 New
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$223K
ASRS
103
Arizona State Retirement System
Arizona
$220K +$4.3K +133 +2%
SI
104
Scharf Investments
California
$219K +$34.2K +1,057 +18%
State Board of Administration of Florida Retirement System
105
State Board of Administration of Florida Retirement System
Florida
$218K -$208K -6,440 -48%
State of Tennessee, Department of Treasury
106
State of Tennessee, Department of Treasury
Tennessee
$214K
HSBC Holdings
107
HSBC Holdings
United Kingdom
$212K +$216K +6,669 New
HWMA
108
Heritage Wealth Management (Arizona)
Arizona
$207K -$3.92K -121 -2%
HFO
109
Heritage Family Offices
Arizona
$207K +$213K +6,567 New
Fidelity Investments
110
Fidelity Investments
Massachusetts
$203K -$19M -588,401 -99%
PFM
111
Premier Fund Managers
United Kingdom
$194K
OPERF
112
Oregon Public Employees Retirement Fund
Oregon
$183K -$19.4K -600 -9%
EC
113
EntryPoint Capital
New York
$162K +$85.7K +2,647 +106%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$157K -$177K -5,466 -52%
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$150K -$311K -9,617 -67%
LI
116
LRI Investments
Florida
$148K +$152K +4,706 New
SO
117
STRS Ohio
Ohio
$132K
ACM
118
Aquatic Capital Management
Illinois
$113K +$117K +3,600 New
Amundi
119
Amundi
France
$113K +$116K +3,572 New
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$98K +$57.5K +1,777 +137%
AIP
121
Ameritas Investment Partners
Nebraska
$75.6K
FHA
122
First Horizon Advisors
Tennessee
$52.6K
Nisa Investment Advisors
123
Nisa Investment Advisors
Missouri
$33.8K +$1.39K +43 +4%
NC
124
nVerses Capital
Florida
$22.1K +$22.7K +700 New
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.2K +$550 +17 +3%

MMI Hedge Fund Activity: Q2 2024 in Review

155 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Marcus & Millichap (MMI) for Q2 2024, worth a combined $726M — down 7.1% from $781M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of MMI and 20 opened new positions — a net loss of 3 holders — while 45 trimmed existing stakes and 63 added.

The largest buyer was Pzena Investment Management, adding an estimated $11.4M. The largest seller was Fidelity Investments, cutting an estimated $19M.

  • 155 institutional investors held Marcus & Millichap (MMI) as of Q2 2024, down from 159 in Q1 2024.
  • Funds reported $726M of Marcus & Millichap stock for Q2 2024, down 7.1% quarter-over-quarter.
  • 20 funds opened new Marcus & Millichap positions in Q2 2024 and 23 closed out, a net change of -3 holders.
  • The largest Marcus & Millichap buyer in Q2 2024 was Pzena Investment Management, an estimated $11.4M added.
  • The largest Marcus & Millichap seller in Q2 2024 was Fidelity Investments, an estimated $19M sold.

Based on aggregated 13F filings for Q2 2024.