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Marcus & Millichap

178 hedge funds and large institutions have $766M invested in Marcus & Millichap in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 76 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.95% less ownership

Funds ownership: 62.59%60.64% (-1.9%)

3% less funds holding

Funds holding: 184178 (-6)

7% less capital invested

Capital invested by funds: $820M → $766M (-$53.9M)

20% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 76

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

39% less call options, than puts

Call options by funds: $114K | Put options by funds: $186K

Holders
178
Holders Change
-6
Holders Change %
-3.26%
% of All Funds
2.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
61
Reduced
76
Closed
20
Calls
$114K
Puts
$186K
Net Calls
-$72K
Net Calls Change
-$72K
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
151
Tower Research Capital (TRC)
New York
$17K -$143K -4,025 -89%
PA
152
Parallel Advisors
California
$15.9K +$6.92K +195 +73%
Ohio Public Employees Retirement System (OPERS)
153
Ohio Public Employees Retirement System (OPERS)
Ohio
$14K -$29.3K -825 -68%
IA
154
IFP Advisors
Florida
$14K -$1.21K -34 -26%
SWA
155
Sutton Wealth Advisors
Florida
$9.65K
EI
156
Ellevest Inc
New York
$8.51K +$319 +9 +4%
TWA
157
TCI Wealth Advisors
Arizona
$7.79K -$2.45K -69 -23%
S
158
SignatureFD
Georgia
$6.65K -$3.23K -91 -32%
LC
159
Lindbrook Capital
California
$6.61K +$248 +7 +4%
CS
160
Comerica Securities
Michigan
$6.34K +$6.53K +184 New
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$5.3K +$4.51K +127 +470%
PTC
162
Private Trust Company
Ohio
$5K +$497 +14 +10%
FFA
163
Farther Finance Advisors
California
$4.41K +$4.54K +128 New
VCM
164
Versant Capital Management
Arizona
$3.17K
CFGS
165
Concourse Financial Group Securities
Alabama
$1.38K +$177 +5 +14%
HI
166
Harbour Investments
Wisconsin
$1.27K +$1.31K +37 New
MCM
167
Manchester Capital Management
Vermont
$1.1K +$745 +21 +191%
C
168
Covestor
United Kingdom
$1K -$816 -23 -55%
TFA
169
Transamerica Financial Advisors
Florida
$1K
FMII
170
Farmers & Merchants Investments Inc
Nebraska
$655 +$106 +3 +19%
SC
171
Schubert & Co
Texas
$276 +$71 +2 +33%
FGAM
172
Financial Gravity Asset Management
Texas
$165 +$1.21K +34 New
JWA
173
JFS Wealth Advisors
Pennsylvania
$138
SIC
174
SJS Investment Consulting
Ohio
$103
AF
175
Advisornet Financial
Minnesota
$69 +$71 +2 New