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Marcus & Millichap
MMI

166 hedge funds and large institutions have $907M invested in Marcus & Millichap in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 58 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

25% more capital invested

Capital invested by funds: $726M → $907M (+$181M)

7% more funds holding

Funds holding: 155 → 166 (+11)

2% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 58

0.46% less ownership

Funds ownership: 59.53% → 59.07% (-0.46%)

45% less call options, than puts

Call options by funds: $48K | Put options by funds: $87K

Holders
166
Holders Change
+11
Holders Change %
+7.1%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
59
Reduced
58
Closed
11
Calls
$48K
Puts
$87K
Net Calls
-$39K
Net Calls Change
-$43K

Top Buyers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$5.54M
2
RP
Reinhart Partners
Wisconsin
+$4.88M
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$4.02M
4
HCA
Harbor Capital Advisors
Illinois
+$2.87M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.57M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$6.91M
2
American Century Companies
American Century Companies
Missouri
-$4.6M
3
Norges Bank
Norges Bank
Norway
-$3.17M
4
Deutsche Bank
Deutsche Bank
Germany
-$3M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$2.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
126
Aquatic Capital Management
Illinois
$83.2K -$56.6K -1,500 -42%
FHA
127
First Horizon Advisors
Tennessee
$66.1K – – –
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$65.1K +$62K +1,642 New
Nisa Investment Advisors
129
Nisa Investment Advisors
Missouri
$45.3K +$2.45K +65 +6%
Osaic Holdings
130
Osaic Holdings
Arizona
$32.7K +$15.2K +403 +95%
QCG
131
Quadrant Capital Group
Ohio
$31.4K +$8.41K +223 +39%
GI
132
GAMMA Investing
California
$24.3K +$15K +397 +184%
S
133
SignatureFD
Georgia
$23.6K +$1.66K +44 +8%
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$22.4K -$453 -12 -2%
UB
135
UMB Bank
Missouri
$20.6K +$264 +7 +1%
LC
136
Lindbrook Capital
California
$10.4K -$491 -13 -5%
PTC
137
Private Trust Company
Ohio
$9.47K – – –
EWA
138
EverSource Wealth Advisors
Alabama
$8.44K +$641 +17 +9%
PS
139
Principal Securities
Iowa
$5.71K +$830 +22 +18%
GRP
140
Global Retirement Partners
California
$5.59K +$151 +4 +3%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$5K +$3.92K +104 +473%
FFC
142
First Financial Corp
Indiana
$4K – – –
Group One Trading
143
Group One Trading
Illinois
$3.96K +$3.77K +100 New
SAM
144
Smartleaf Asset Management
Massachusetts
$3.72K +$377 +10 +12%
SCM
145
Sterling Capital Management
North Carolina
$3.29K +$3.13K +83 New
QL
146
Quarry LP
New York
$2.73K +$2.6K +69 New
MPWT
147
MassMutual Private Wealth & Trust
Connecticut
$2.38K +$906 +24 +67%
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$2.34K – – –
CPA
149
Capital Performance Advisors
California
$2.3K +$2.19K +58 New
CFGS
150
Concourse Financial Group Securities
Alabama
$1.67K -$151 -4 -9%
4 5
6
7 8

MMI Hedge Fund Activity: Q3 2024 in Review

166 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Marcus & Millichap (MMI) for Q3 2024, worth a combined $907M — up 25% from $726M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new MMI positions and 11 closed out — a net gain of 12 holders — while 59 added to existing stakes and 58 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $5.54M. The largest seller was Jennison Associates, cutting an estimated $6.91M.

  • 166 institutional investors held Marcus & Millichap (MMI) as of Q3 2024, up from 155 in Q2 2024.
  • Funds reported $907M of Marcus & Millichap stock for Q3 2024, up 25% quarter-over-quarter.
  • 23 funds opened new Marcus & Millichap positions in Q3 2024 and 11 closed out, a net change of +12 holders.
  • The largest Marcus & Millichap buyer in Q3 2024 was DePrince Race & Zollo Inc (DRZ), an estimated $5.54M added.
  • The largest Marcus & Millichap seller in Q3 2024 was Jennison Associates, an estimated $6.91M sold.

Based on aggregated 13F filings for Q3 2024.