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Marcus & Millichap

180 hedge funds and large institutions have $924M invested in Marcus & Millichap in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

18% more capital invested

Capital invested by funds: $780M → $924M (+$143M)

2% more funds holding

Funds holding: 177180 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.55% less ownership

Funds ownership: 58.99%58.44% (-0.55%)

2% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 64

Holders
180
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
3.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
28
Increased
63
Reduced
64
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
151
LS Investment Advisors
Michigan
$101K +$4.37K +114 +5%
SGAM
152
Smith Group Asset Management
Texas
$99K -$314K -8,200 -77%
CFD
153
Creative Financial Designs
Indiana
$97K
AIP
154
Ameritas Investment Partners
Nebraska
$57K
FHA
155
First Horizon Advisors
Tennessee
$51K
PI
156
PineBridge Investments
New York
$50K -$21.5K -561 -31%
LTFS
157
Ladenburg Thalmann Financial Services
Florida
$45K -$38 -1 -0.1%
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$41K
PCG
159
Private Capital Group
Connecticut
$32K +$6.32K +165 +26%
Royal Bank of Canada
160
Royal Bank of Canada
Ontario, Canada
$31K -$5.1K -133 -15%
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$31K +$11.5K +300 +63%
PA
162
Parallel Advisors
California
$29K
MOACM
163
Mutual of America Capital Management
New York
$25K +$3.41K +89 +17%
DBT
164
Dubuque Bank & Trust
Iowa
$17K
EFSCE
165
Enterprise Financial Services Corp (EFSC)
Missouri
$12K
LWM
166
Liberty Wealth Management
California
$11K
Federated Hermes
167
Federated Hermes
Pennsylvania
$9K -$805 -21 -8%
QT
168
Quantamental Technologies
New York
$8K -$104K -2,702 -93%
SWA
169
Sutton Wealth Advisors
Florida
$6.19K +$5.82K +152 New
SI
170
Sprott Inc
Ontario, Canada
$4.07K
FGAM
171
Financial Gravity Asset Management
Texas
$4K +$4.06K +106 New
RCAG
172
Rehmann Capital Advisory Group
Michigan
$3.1K -$1.76K -46 -38%
JCM
173
Julex Capital Management
Massachusetts
$2.73K +$2.57K +67 New
AIA
174
Alera Investment Advisors
Illinois
$2K
CAM
175
Cresset Asset Management
Illinois
$2K