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Marcus & Millichap

151 hedge funds and large institutions have $1.06B invested in Marcus & Millichap in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 62 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

727% more call options, than puts

Call options by funds: $397K | Put options by funds: $48K

53% more capital invested

Capital invested by funds: $694M → $1.06B (+$367M)

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

3% more funds holding

Funds holding: 147151 (+4)

1.78% more ownership

Funds ownership: 61.49%63.27% (+1.8%)

24% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 62

Holders
151
Holders Change
+4
Holders Change %
+2.72%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
47
Reduced
62
Closed
16
Calls
$397K
Puts
$48K
Net Calls
+$349K
Net Calls Change
+$241K
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
126
Nisa Investment Advisors
Missouri
$43.7K -$664 -20 -2%
S
127
SignatureFD
Georgia
$27.2K +$11K +330 +113%
Ohio Public Employees Retirement System (OPERS)
128
Ohio Public Employees Retirement System (OPERS)
Ohio
$24.7K +$1.06K +32 +6%
QCG
129
Quadrant Capital Group
Ohio
$22.6K -$332 -10 -2%
UB
130
UMB Bank
Missouri
$17.5K -$28K -842 -68%
LC
131
Lindbrook Capital
California
$12.1K +$2.89K +87 +46%
IA
132
IFP Advisors
Florida
$10.8K +$4.12K +124 +100%
PTC
133
Private Trust Company
Ohio
$9.65K +$863 +26 +13%
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$6.99K +$5.31K +160 New
GI
135
GAMMA Investing
California
$6.74K +$5.88K +177 New
EWA
136
EverSource Wealth Advisors
Alabama
$5.37K +$4.08K +123 New
PS
137
Principal Securities
Iowa
$4.46K +$3.39K +102 New
PA
138
Pineridge Advisors
Missouri
$3.45K +$2.62K +79 New
CFGS
139
Concourse Financial Group Securities
Alabama
$2.23K +$432 +13 +34%
VCM
140
Versant Capital Management
Arizona
$1.09K -$1.73K -52 -68%
FFA
141
Farther Finance Advisors
California
$1K -$3.49K -105 -82%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$1K -$299 -9 -41%
C
143
Covestor
United Kingdom
$1K -$66 -2 -13%
TFA
144
Transamerica Financial Advisors
Florida
$1K
FMII
145
Farmers & Merchants Investments Inc
Nebraska
$830
BIA
146
Bell Investment Advisors
California
$743 +$33 +1 +6%
PA
147
Parallel Advisors
California
$480 +$365 +11 New
PFBT
148
Parkside Financial Bank & Trust
Missouri
$306 -$1.23K -37 -84%
JWA
149
JFS Wealth Advisors
Pennsylvania
$132 -$33 -1 -25%
SIC
150
SJS Investment Consulting
Ohio
$132 -$33 -1 -25%

MMI Hedge Fund Activity: Q4 2023 in Review

151 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Marcus & Millichap (MMI) for Q4 2023, worth a combined $1.06B — up 53% from $694M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MMI positions and 16 closed out — a net gain of 5 holders — while 47 added to existing stakes and 62 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $8.38M. The largest seller was Royce & Associates, cutting an estimated $7.41M.

  • 151 institutional investors held Marcus & Millichap (MMI) as of Q4 2023, up from 147 in Q3 2023.
  • Funds reported $1.06B of Marcus & Millichap stock for Q4 2023, up 53% quarter-over-quarter.
  • 21 funds opened new Marcus & Millichap positions in Q4 2023 and 16 closed out, a net change of +5 holders.
  • The largest Marcus & Millichap buyer in Q4 2023 was Pzena Investment Management, an estimated $8.38M added.
  • The largest Marcus & Millichap seller in Q4 2023 was Royce & Associates, an estimated $7.41M sold.

Based on aggregated 13F filings for Q4 2023.