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Marcus & Millichap

152 hedge funds and large institutions have $771M invested in Marcus & Millichap in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

17% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 47

10% more funds holding

Funds holding: 138152 (+14)

0.16% less ownership

Funds ownership: 58.22%58.06% (-0.16%)

10% less capital invested

Capital invested by funds: $853M → $771M (-$82.2M)

Holders
152
Holders Change
+14
Holders Change %
+10.14%
% of All Funds
2.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
55
Reduced
47
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
126
First Horizon Advisors
Tennessee
$43K +$5.81K +158 +14%
Ohio Public Employees Retirement System (OPERS)
127
Ohio Public Employees Retirement System (OPERS)
Ohio
$39K +$1.91K +52 +5%
VI
128
Vestcor Inc
New Brunswick, Canada
$36K +$39.1K +1,063 New
Royal Bank of Canada
129
Royal Bank of Canada
Ontario, Canada
$32K -$332K -9,037 -91%
Fuller & Thaler Asset Management
130
Fuller & Thaler Asset Management
California
$13K -$5.95M -161,885 -100%
SWA
131
Sutton Wealth Advisors
Florida
$9.44K
LWM
132
Liberty Wealth Management
California
$9K
Lazard Asset Management
133
Lazard Asset Management
New York
$8K +$8.83K +240 New
IA
134
IFP Advisors
Florida
$6K -$6.33K -172 -51%
LC
135
Lindbrook Capital
California
$6K
MAM
136
Meeder Asset Management
Ohio
$6K +$2.24K +61 +58%
VCM
137
Versant Capital Management
Arizona
$5K
PCG
138
Private Capital Group
Connecticut
$4K -$31.7K -862 -88%
S
139
SignatureFD
Georgia
$4K
BMD
140
Better Money Decisions
New Mexico
$4K +$4.3K +117 New
QCG
141
Quadrant Capital Group
Ohio
$3K
TWA
142
TCI Wealth Advisors
Arizona
$3K
VFA
143
Valeo Financial Advisors
Indiana
$3K
EVM
144
Eaton Vance Management
Massachusetts
$3K +$2.87K +78 New
PA
145
Parallel Advisors
California
$2K
TFO
146
Tarbox Family Office
California
$1K
MWP
147
Meridian Wealth Partners
Pennsylvania
$1K +$1.1K +30 New
AIG
148
American International Group
New York
$525 -$6.7K -182 -1%
Nisa Investment Advisors
149
Nisa Investment Advisors
Missouri
$293
VNIM
150
Vaughan Nelson Investment Management
Texas
-$31.6M -849,733 Closed