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Marcus & Millichap

152 hedge funds and large institutions have $954M invested in Marcus & Millichap in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

14% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 49

6% more funds holding

Funds holding: 143152 (+9)

4% more capital invested

Capital invested by funds: $916M → $954M (+$38.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.33% less ownership

Funds ownership: 59.65%59.32% (-0.33%)

Holders
152
Holders Change
+9
Holders Change %
+6.29%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
56
Reduced
49
Closed
6
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
126
First Horizon Advisors
Tennessee
$57K +$2.17K +56 +4%
Ohio Public Employees Retirement System (OPERS)
127
Ohio Public Employees Retirement System (OPERS)
Ohio
$53K +$1.78K +46 +4%
VI
128
Vestcor Inc
New Brunswick, Canada
$43K
LWM
129
Liberty Wealth Management
California
$22K +$9.51K +245 +98%
OSAM
130
O'Shaughnessy Asset Management
Connecticut
$16K +$15.1K +388 New
TRCT
131
Tower Research Capital (TRC)
New York
$15K -$44.9K -1,157 -76%
SWA
132
Sutton Wealth Advisors
Florida
$11.4K
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$10K -$1.28K -33 -11%
MAM
134
Meeder Asset Management
Ohio
$8K
IA
135
IFP Advisors
Florida
$7K
LC
136
Lindbrook Capital
California
$7K
VCM
137
Versant Capital Management
Arizona
$6K +$272 +7 +5%
MPWT
138
MassMutual Private Wealth & Trust
Connecticut
$6K +$3.14K +81 +145%
BMD
139
Better Money Decisions
New Mexico
$5K
QCG
140
Quadrant Capital Group
Ohio
$5K +$1.59K +41 +44%
PCG
141
Private Capital Group
Connecticut
$4K
S
142
SignatureFD
Georgia
$4K
TWA
143
TCI Wealth Advisors
Arizona
$3K
WPA
144
West Paces Advisors
Georgia
$2.31K
PA
145
Parallel Advisors
California
$2K
BCA
146
Berman Capital Advisors
Georgia
$1K
JFGIW
147
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K
GWS
148
Glassman Wealth Services
Virginia
$1K +$737 +19 New
Nisa Investment Advisors
149
Nisa Investment Advisors
Missouri
$41
Man Group
150
Man Group
United Kingdom
-$571K -14,668 Closed

MMI Hedge Fund Activity: Q3 2021 in Review

152 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Marcus & Millichap (MMI) for Q3 2021, worth a combined $954M — up 4.2% from $916M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MMI positions and 6 closed out — a net gain of 10 holders — while 56 added to existing stakes and 49 trimmed.

The largest buyer was Royce & Associates, adding an estimated $4.16M. The largest seller was Janus Henderson Group, cutting an estimated $7.78M.

  • 152 institutional investors held Marcus & Millichap (MMI) as of Q3 2021, up from 143 in Q2 2021.
  • Funds reported $954M of Marcus & Millichap stock for Q3 2021, up 4.2% quarter-over-quarter.
  • 16 funds opened new Marcus & Millichap positions in Q3 2021 and 6 closed out, a net change of +10 holders.
  • The largest Marcus & Millichap buyer in Q3 2021 was Royce & Associates, an estimated $4.16M added.
  • The largest Marcus & Millichap seller in Q3 2021 was Janus Henderson Group, an estimated $7.78M sold.

Based on aggregated 13F filings for Q3 2021.