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Marcus & Millichap
MMI

Overview Fund Activity

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.

Holders
151
Holders Change
-8
Holders Change %
-5.03%
% of All Funds
2.38%
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
1
Schroder Investment Management Group
United Kingdom
$35M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$11.1M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$60.4M
4
RA
4
Royce & Associates
New York
$66.2M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$12M

Top Sellers

1
BlackRock
1
BlackRock
New York
$131M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$1.44M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$120M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.93M
5
UBS Group
5
UBS Group
Switzerland
$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$16K +$1.59K +49 +11%
S
127
SignatureFD
Georgia
$8.1K -$189 -6 -2%
C
128
Covestor
United Kingdom
$8K +$6.72K +200 +526%
PTC
129
Private Trust Company
Ohio
$6.14K -$315 -10 -5%
Simplex Trading
130
Simplex Trading
Illinois
$6K +$2.49K +83 +71%
LC
131
Lindbrook Capital
California
$5.96K +$252 +8 +4%
GA
132
GoalVest Advisory
New York
$5.23K +$5.23K +166 New
FFA
133
Farther Finance Advisors
California
$4.03K – – –
IA
134
IFP Advisors
Florida
$3.91K +$1.2K +38 +44%
HNB
135
Huntington National Bank
Ohio
$2.74K +$2.74K +87 New
VCM
136
Versant Capital Management
Arizona
$2.43K -$473 -15 -16%
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$2.11K -$15K -477 -88%
MPWT
138
MassMutual Private Wealth & Trust
Connecticut
$1.8K +$536 +17 +43%
PFBT
139
Parkside Financial Bank & Trust
Missouri
$1.39K +$1.39K +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 -$3.68K -81 -79%
TFA
143
Transamerica Financial Advisors
Florida
$1K – – –
Bessemer Group
144
Bessemer Group
New Jersey
$1K +$1K +40 New
FMII
145
Farmers & Merchants Investments Inc
Nebraska
$599 – – –
2L
146
25 LLC
Missouri
$592 +$592 +17 New
BIA
147
Bell Investment Advisors
California
$505 – – –
SIC
148
SJS Investment Consulting
Ohio
$95 +$63 +2 +200%
JWA
149
JFS Wealth Advisors
Pennsylvania
$95 +$63 +2 +200%
DI
150
Disciplined Investments
Oklahoma
$63 +$32 +1 +100%
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6
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