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Marcus & Millichap
MMI

134 hedge funds and large institutions have $586M invested in Marcus & Millichap in 2015 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 55 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 11

38% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 40

35% more capital invested

Capital invested by funds: $432M → $586M (+$153M)

20% more funds holding

Funds holding: 112 → 134 (+22)

3.3% more ownership

Funds ownership: 31.09% → 34.39% (+3.3%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
134
Holders Change
+22
Holders Change %
+19.64%
% of All Funds
3.61%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
55
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CRCP
Copper Rock Capital Partners
Massachusetts
+$21.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$19.6M
3
BIT
BlackRock Institutional Trust
California
+$13.1M
4
O
OppenheimerFunds
New York
+$7.68M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$5.2M

Top Sellers

1
AL
AJO LP
Pennsylvania
-$14.7M
2
ACPU
Arrowgrass Capital Partners (US)
Delaware
-$8.15M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$6.52M
4
PC
Pier Capital
Connecticut
-$6.11M
5
3NC
300 North Capital
California
-$5.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
126
Barclays
United Kingdom
$16K +$4.31K +101 +42%
LTFS
127
Ladenburg Thalmann Financial Services
Florida
$9K +$8.53K +200 New
IPC
128
Independent Portfolio Consultants
Florida
$3K -$853 -20 -22%
NFG
129
Next Financial Group
Texas
$3K – – –
TRCT
130
Tower Research Capital (TRC)
New York
$3K +$2.56K +60 New
CCMW
131
Cypress Capital Management (Wyoming)
Wyoming
$2.77K +$2.56K +60 New
Fiera Capital (Canada)
132
Fiera Capital (Canada)
Quebec, Canada
$1.92K -$85.3K -2,000 -5%
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$1K +$1.15K +27 New
Manulife (Manufacturers Life Insurance)
134
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$444 +$148K +3,473 +56%
ACPU
135
Arrowgrass Capital Partners (US)
Delaware
– -$8.15M -219,617 Closed
ECP
136
Elk Creek Partners
Colorado
– -$5.3M -141,494 Closed
MIM
137
Monashee Investment Management
Massachusetts
– -$3.75M -100,000 Closed
PP
138
PDT Partners
New York
– -$1.31M -35,078 Closed
Victory Capital Management
139
Victory Capital Management
Texas
– -$833K -22,229 Closed
Jacobs Levy Equity Management
140
Jacobs Levy Equity Management
New Jersey
– -$795K -21,204 Closed
NV
141
Nair Vinay
– -$225K -5,994 Closed
AL
142
Airain Ltd
Guernsey
– -$214K -5,721 Closed
US Bancorp
143
US Bancorp
Minnesota
– -$49K -1,306 Closed
FMT
144
First Mercantile Trust
Tennessee
– -$20K -543 Closed
Creative Planning
145
Creative Planning
Kansas
– -$19K -500 Closed
2 3 4 5
6

MMI Hedge Fund Activity: Q2 2015 in Review

134 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Marcus & Millichap (MMI) for Q2 2015, worth a combined $586M — up 35% from $432M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new MMI positions and 11 closed out — a net gain of 22 holders — while 55 added to existing stakes and 40 trimmed.

The largest buyer was Copper Rock Capital Partners, opening a new position worth an estimated $21.1M. The largest seller was AJO LP, cutting an estimated $14.7M.

  • 134 institutional investors held Marcus & Millichap (MMI) as of Q2 2015, up from 112 in Q1 2015.
  • Funds reported $586M of Marcus & Millichap stock for Q2 2015, up 35% quarter-over-quarter.
  • 33 funds opened new Marcus & Millichap positions in Q2 2015 and 11 closed out, a net change of +22 holders.
  • The largest Marcus & Millichap buyer in Q2 2015 was Copper Rock Capital Partners, an estimated $21.1M added.
  • The largest Marcus & Millichap seller in Q2 2015 was AJO LP, an estimated $14.7M sold.

Based on aggregated 13F filings for Q2 2015.