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Marcus & Millichap

147 hedge funds and large institutions have $694M invested in Marcus & Millichap in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 56 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more call options, than puts

Call options by funds: $158K | Put options by funds: $50K

0.65% more ownership

Funds ownership: 60.84%61.49% (+0.65%)

3% less funds holding

Funds holding: 151147 (-4)

6% less capital invested

Capital invested by funds: $736M → $694M (-$42.4M)

20% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 56

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

Holders
147
Holders Change
-4
Holders Change %
-2.65%
% of All Funds
2.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
45
Reduced
56
Closed
20
Calls
$158K
Puts
$50K
Net Calls
+$108K
Net Calls Change
+$413K
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
126
Private Trust Company
Ohio
$5.72K
LC
127
Lindbrook Capital
California
$5.54K
GA
128
GoalVest Advisory
New York
$5.08K +$234 +7 +4%
FFA
129
Farther Finance Advisors
California
$3.76K
IA
130
IFP Advisors
Florida
$3.64K
VCM
131
Versant Capital Management
Arizona
$2.26K
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$1.97K
MPWT
133
MassMutual Private Wealth & Trust
Connecticut
$1.67K
PFBT
134
Parkside Financial Bank & Trust
Missouri
$1.29K
CFGS
135
Concourse Financial Group Securities
Alabama
$1.12K +$100 +3 +9%
Bessemer Group
136
Bessemer Group
New Jersey
$1K
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$1K
TFA
138
Transamerica Financial Advisors
Florida
$1K
DA
139
Denali Advisors
California
$792 +$904 +27 New
FMII
140
Farmers & Merchants Investments Inc
Nebraska
$557
BIA
141
Bell Investment Advisors
California
$470
ECM
142
Everence Capital Management
Indiana
$203
JWA
143
JFS Wealth Advisors
Pennsylvania
$118 +$33 +1 +33%
SIC
144
SJS Investment Consulting
Ohio
$118 +$33 +1 +33%
AF
145
Advisornet Financial
Minnesota
$59 +$33 +1 +100%
CEI
146
Clark Estates Inc
New York
-$2.38M -75,500 Closed
ACP
147
Aviance Capital Partners
Florida
-$1.03M -32,723 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
148
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$971K -30,815 Closed
TD Asset Management
149
TD Asset Management
Ontario, Canada
-$838K -26,600 Closed
Susquehanna International Group
150
Susquehanna International Group
Pennsylvania
-$538K -17,083 Closed