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Marcus & Millichap
MMI

151 hedge funds and large institutions have $736M invested in Marcus & Millichap in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.55% more ownership

Funds ownership: 60.29% → 60.84% (+0.55%)

2% less capital invested

Capital invested by funds: $752M → $736M (-$16.1M)

5% less funds holding

Funds holding: 159 → 151 (-8)

29% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 21

29% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 69

78% less call options, than puts

Call options by funds: $88K | Put options by funds: $393K

Holders
151
Holders Change
-8
Holders Change %
-5.03%
% of All Funds
2.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
49
Reduced
69
Closed
21
Calls
$88K
Puts
$393K
Net Calls
-$305K
Net Calls Change
-$177K

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$34.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$10.1M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.32M
4
RA
Royce & Associates
New York
+$2.98M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.45M

Top Sellers

1
BlackRock
BlackRock
New York
-$20.6M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$8.79M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$7.15M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.92M
5
UBS Group
UBS Group
Switzerland
-$3.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$16K +$1.51K +49 +11%
S
127
SignatureFD
Georgia
$8.1K -$185 -6 -2%
C
128
Covestor
United Kingdom
$8K +$6.18K +200 +526%
PTC
129
Private Trust Company
Ohio
$6.14K -$309 -10 -5%
Simplex Trading
130
Simplex Trading
Illinois
$6K +$2.56K +83 +71%
LC
131
Lindbrook Capital
California
$5.96K +$247 +8 +4%
GA
132
GoalVest Advisory
New York
$5.23K +$5.13K +166 New
FFA
133
Farther Finance Advisors
California
$4.03K – – –
IA
134
IFP Advisors
Florida
$3.91K +$1.17K +38 +44%
HNB
135
Huntington National Bank
Ohio
$2.74K +$2.69K +87 New
VCM
136
Versant Capital Management
Arizona
$2.43K -$464 -15 -16%
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$2.11K -$14.7K -477 -88%
MPWT
138
MassMutual Private Wealth & Trust
Connecticut
$1.8K +$525 +17 +43%
PFBT
139
Parkside Financial Bank & Trust
Missouri
$1.39K +$1.36K +44 New
HI
140
Harbour Investments
Wisconsin
$1.18K – – –
CFGS
141
Concourse Financial Group Securities
Alabama
$1.1K -$31 -1 -3%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$1K -$2.5K -81 -79%
TFA
143
Transamerica Financial Advisors
Florida
$1K – – –
Bessemer Group
144
Bessemer Group
New Jersey
$1K +$1.24K +40 New
FMII
145
Farmers & Merchants Investments Inc
Nebraska
$599 – – –
2L
146
25 LLC
Missouri
$592 +$525 +17 New
BIA
147
Bell Investment Advisors
California
$505 – – –
JWA
148
JFS Wealth Advisors
Pennsylvania
$95 +$62 +2 +200%
SIC
149
SJS Investment Consulting
Ohio
$95 +$62 +2 +200%
DI
150
Disciplined Investments
Oklahoma
$63 +$31 +1 +100%
3 4 5
6
7

MMI Hedge Fund Activity: Q2 2023 in Review

151 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Marcus & Millichap (MMI) for Q2 2023, worth a combined $736M — down 2.1% from $752M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of MMI and 15 opened new positions — a net loss of 6 holders — while 69 trimmed existing stakes and 49 added.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $34.4M. The largest seller was BlackRock, cutting an estimated $20.6M.

  • 151 institutional investors held Marcus & Millichap (MMI) as of Q2 2023, down from 159 in Q1 2023.
  • Funds reported $736M of Marcus & Millichap stock for Q2 2023, down 2.1% quarter-over-quarter.
  • 15 funds opened new Marcus & Millichap positions in Q2 2023 and 21 closed out, a net change of -6 holders.
  • The largest Marcus & Millichap buyer in Q2 2023 was Schroder Investment Management Group, an estimated $34.4M added.
  • The largest Marcus & Millichap seller in Q2 2023 was BlackRock, an estimated $20.6M sold.

Based on aggregated 13F filings for Q2 2023.