MMI icon

Marcus & Millichap
MMI

Overview Fund Activity

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.

Holders
147
Holders Change
-4
Holders Change %
-2.65%
% of All Funds
2.34%
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

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$24M
2
Jennison Associates
2
Jennison Associates
New York
$6.54M
3
Goldman Sachs
3
Goldman Sachs
New York
$7.69M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$15.8M
5
Invesco
5
Invesco
Georgia
$5.53M

Top Sellers

1
BlackRock
1
BlackRock
New York
$108M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.19M
3
CEI
3
Clark Estates Inc
New York
$0
4
HPCM
4
Hunter Perkins Capital Management
Illinois
$465K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$666K
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
126
Private Trust Company
Ohio
$5.72K – – –
LC
127
Lindbrook Capital
California
$5.55K – – –
GA
128
GoalVest Advisory
New York
$5.08K +$205 +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 +$89 +3 +9%
Bessemer Group
136
Bessemer Group
New Jersey
$1K – – –
TFA
137
Transamerica Financial Advisors
Florida
$1K – – –
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
DA
139
Denali Advisors
California
$792 +$792 +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 +$30 +1 +33%
SIC
144
SJS Investment Consulting
Ohio
$118 +$30 +1 +33%
AF
145
Advisornet Financial
Minnesota
$59 +$30 +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
3 4 5
6
7