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Marcus & Millichap
MMI

Overview Fund Activity

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
Holders
159
Holders Change
-19
Holders Change %
-10.67%
% of All Funds
2.55%
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

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$57.1M
2
TCM
2
Tributary Capital Management
Nebraska
$17.9M
3
RP
3
Reinhart Partners
Wisconsin
$39.4M
4
CEI
4
Clark Estates Inc
New York
$2.42M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$14.1M

Top Sellers

1
BlackRock
1
BlackRock
New York
$155M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$355K
3
RA
3
Royce & Associates
New York
$64.4M
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
126
UMB Bank
Missouri
$37.6K +$4.95K +154 +15%
Nisa Investment Advisors
127
Nisa Investment Advisors
Missouri
$33K -$35.6K -1,100 -52%
QCG
128
Quadrant Capital Group
Ohio
$32K +$10.2K +317 +47%
Allspring Global Investments
129
Allspring Global Investments
North Carolina
$31.1K -$82.1K -2,557 -73%
Lazard Asset Management
130
Lazard Asset Management
New York
$29K -$69.6K -2,220 -71%
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$17.5K +$12.5K +390 +253%
TRCT
132
Tower Research Capital (TRC)
New York
$16K +$1.07K +34 +7%
BAM
133
Belpointe Asset Management
Nevada
$14.1K +$14.1K +440 New
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$14K +$1.64K +52 +13%
S
135
SignatureFD
Georgia
$8.45K +$2.25K +70 +36%
PTC
136
Private Trust Company
Ohio
$6.58K +$1.48K +46 +29%
LC
137
Lindbrook Capital
California
$5.81K -$353 -11 -6%
FFA
138
Farther Finance Advisors
California
$4.11K – – –
IA
139
IFP Advisors
Florida
$3.2K -$483 -13 -13%
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.74K +94 +1,044%
Simplex Trading
141
Simplex Trading
Illinois
$3K +$3K +117 New
VCM
142
Versant Capital Management
Arizona
$2.89K – – –
TWA
143
TCI Wealth Advisors
Arizona
$2.6K -$4.66K -145 -64%
EI
144
Ellevest Inc
New York
$1.28K -$6.65K -207 -84%
MPWT
145
MassMutual Private Wealth & Trust
Connecticut
$1.28K +$1.28K +40 New
HI
146
Harbour Investments
Wisconsin
$1.19K – – –
CFGS
147
Concourse Financial Group Securities
Alabama
$1.16K -$129 -4 -10%
TFA
148
Transamerica Financial Advisors
Florida
$1K – – –
C
149
Covestor
United Kingdom
$1K +$500 +19 +100%
DA
150
Denali Advisors
California
$995 +$995 +31 New
4 5
6
7 8