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Marcus & Millichap
MMI

Overview Fund Activity

159 hedge funds and large institutions have $781M invested in Marcus & Millichap in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 52 increasing their positions, 56 reducing their positions, and 19 closing their positions.

Holders
159
Holders Change
+8
Holders Change %
+5.3%
% of All Funds
2.31%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
52
Reduced
56
Closed
19
Calls
$164K
Puts
$119K
Net Calls
+$45K
Net Calls Change
-$304K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$14.6M
2
RA
2
Royce & Associates
New York
$73.2M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$2.92M
4
TCM
4
Tributary Capital Management
Nebraska
$22.5M
5
ECM
5
ExodusPoint Capital Management
New York
$2.11M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$0
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$25.5M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$20.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.29M
Name Market Value Shares Shares
Change 		Shares
Change %
A
151
AlphaQuest
New York
$444 13 +13 New
PA
152
Parallel Advisors
California
$376 11 – –
PFBT
153
Parkside Financial Bank & Trust
Missouri
$240 7 – –
Federated Hermes
154
Federated Hermes
Pennsylvania
$239 7 -1,007 -99%
ECM
155
Everence Capital Management
Indiana
$237 6,930 – –
AWM
156
Avior Wealth Management
Nebraska
$205 6 +6 New
RIL
157
Rothschild Investment LLC
Illinois
$171 5 +5 New
JWA
158
JFS Wealth Advisors
Pennsylvania
$137 4 +1 +33%
SIC
159
SJS Investment Consulting
Ohio
$137 4 +1 +33%
First Trust Advisors
160
First Trust Advisors
Illinois
– – -612,983 Closed
Hotchkis & Wiley Capital Management
161
Hotchkis & Wiley Capital Management
California
– – -323,500 Closed
CAM
162
Cresset Asset Management
Illinois
– – -39,939 Closed
Skandinaviska Enskilda Banken (SEB)
163
Skandinaviska Enskilda Banken (SEB)
Sweden
– – -24,900 Closed
SEI Investments
164
SEI Investments
Pennsylvania
– – -14,022 Closed
Susquehanna International Group
165
Susquehanna International Group
Pennsylvania
– – -9,431 Closed
AQR Capital Management
166
AQR Capital Management
Connecticut
– – -6,925 Closed
FCH
167
Freestone Capital Holdings
Washington
– – -6,913 Closed
VF
168
Vest Financial
Virginia
– – -5,839 Closed
OAM
169
Oppenheimer Asset Management
New York
– – -5,722 Closed
William Blair & Company
170
William Blair & Company
Illinois
– – -5,644 Closed
KeyBank National Association
171
KeyBank National Association
Ohio
– – -5,447 Closed
COPPSERS
172
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– – -5,136 Closed
SC
173
Savant Capital
Illinois
– – -5,012 Closed
WTG
174
West Tower Group
Virginia
– – -1,671 Closed
IA
175
IFP Advisors
Florida
– – -248 Closed
4 5 6
7
8