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Marcus & Millichap

159 hedge funds and large institutions have $752M invested in Marcus & Millichap in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 63 increasing their positions, 64 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.35% less ownership

Funds ownership: 60.64%60.29% (-0.35%)

2% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 64

2% less capital invested

Capital invested by funds: $766M → $752M (-$13.9M)

11% less funds holding

Funds holding: 178159 (-19)

53% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 32

75% less call options, than puts

Call options by funds: $42K | Put options by funds: $170K

Holders
159
Holders Change
-19
Holders Change %
-10.67%
% of All Funds
2.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
63
Reduced
64
Closed
32
Calls
$42K
Puts
$170K
Net Calls
-$128K
Net Calls Change
-$56K
Name Holding Trade Value Shares
Change
Change in
Stake
UB
126
UMB Bank
Missouri
$37.6K +$5.35K +154 +15%
Nisa Investment Advisors
127
Nisa Investment Advisors
Missouri
$33K -$38.2K -1,100 -52%
QCG
128
Quadrant Capital Group
Ohio
$32K +$11K +317 +47%
Allspring Global Investments
129
Allspring Global Investments
North Carolina
$31.1K -$88.8K -2,557 -73%
Lazard Asset Management
130
Lazard Asset Management
New York
$29K -$77.1K -2,220 -71%
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$17.5K +$13.5K +390 +253%
TRCT
132
Tower Research Capital (TRC)
New York
$16K +$1.18K +34 +7%
BAM
133
Belpointe Asset Management
Nevada
$14.1K +$15.3K +440 New
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$14K +$1.8K +52 +13%
S
135
SignatureFD
Georgia
$8.45K +$2.43K +70 +36%
PTC
136
Private Trust Company
Ohio
$6.58K +$1.6K +46 +29%
LC
137
Lindbrook Capital
California
$5.81K -$382 -11 -6%
FFA
138
Farther Finance Advisors
California
$4.11K
IA
139
IFP Advisors
Florida
$3.2K -$451 -13 -13%
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.26K +94 +1,044%
Simplex Trading
141
Simplex Trading
Illinois
$3K +$4.06K +117 New
VCM
142
Versant Capital Management
Arizona
$2.88K
TWA
143
TCI Wealth Advisors
Arizona
$2.6K -$5.03K -145 -64%
EI
144
Ellevest Inc
New York
$1.28K -$7.19K -207 -84%
MPWT
145
MassMutual Private Wealth & Trust
Connecticut
$1.28K +$1.39K +40 New
HI
146
Harbour Investments
Wisconsin
$1.19K
CFGS
147
Concourse Financial Group Securities
Alabama
$1.16K -$139 -4 -10%
TFA
148
Transamerica Financial Advisors
Florida
$1K
C
149
Covestor
United Kingdom
$1K +$660 +19 +100%
DA
150
Denali Advisors
California
$995 +$1.08K +31 New

MMI Hedge Fund Activity: Q1 2023 in Review

159 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Marcus & Millichap (MMI) for Q1 2023, worth a combined $752M — down 1.8% from $766M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of MMI and 15 opened new positions — a net loss of 17 holders — while 64 trimmed existing stakes and 63 added.

The largest buyer was Envestnet Asset Management, adding an estimated $7.82M. The largest seller was BlackRock, cutting an estimated $12.1M.

  • 159 institutional investors held Marcus & Millichap (MMI) as of Q1 2023, down from 178 in Q4 2022.
  • Funds reported $752M of Marcus & Millichap stock for Q1 2023, down 1.8% quarter-over-quarter.
  • 15 funds opened new Marcus & Millichap positions in Q1 2023 and 32 closed out, a net change of -17 holders.
  • The largest Marcus & Millichap buyer in Q1 2023 was Envestnet Asset Management, an estimated $7.82M added.
  • The largest Marcus & Millichap seller in Q1 2023 was BlackRock, an estimated $12.1M sold.

Based on aggregated 13F filings for Q1 2023.