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Marcus & Millichap
MMI

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.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

38% more call options, than puts

Call options by funds: $164K | Put options by funds: $119K

5% more funds holding

Funds holding: 151 → 159 (+8)

7% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 56

3.76% less ownership

Funds ownership: 63.27% → 59.51% (-3.8%)

26% less capital invested

Capital invested by funds: $1.06B → $781M (-$280M)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
159
Holders Change
+8
Holders Change %
+5.3%
% of All Funds
2.29%
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
Goldman Sachs
New York
+$8.3M
2
RA
Royce & Associates
New York
+$7.24M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$3.14M
4
TCM
Tributary Capital Management
Nebraska
+$2.31M
5
ECM
ExodusPoint Capital Management
New York
+$1.99M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$26.8M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$14.1M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$13M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.93M
5
Morgan Stanley
Morgan Stanley
New York
-$6.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
A
151
AlphaQuest
New York
$444 +$476 +13 New
PA
152
Parallel Advisors
California
$376 – – –
PFBT
153
Parkside Financial Bank & Trust
Missouri
$240 – – –
Federated Hermes
154
Federated Hermes
Pennsylvania
$239 -$36.9K -1,007 -99%
ECM
155
Everence Capital Management
Indiana
$237 – – –
AWM
156
Avior Wealth Management
Nebraska
$205 +$220 +6 New
RIL
157
Rothschild Investment LLC
Illinois
$171 +$183 +5 New
JWA
158
JFS Wealth Advisors
Pennsylvania
$137 +$37 +1 +33%
SIC
159
SJS Investment Consulting
Ohio
$137 +$37 +1 +33%
First Trust Advisors
160
First Trust Advisors
Illinois
– -$26.8M -612,983 Closed
Hotchkis & Wiley Capital Management
161
Hotchkis & Wiley Capital Management
California
– -$14.1M -323,500 Closed
CAM
162
Cresset Asset Management
Illinois
– -$1.74M -39,939 Closed
Skandinaviska Enskilda Banken (SEB)
163
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$1.09M -24,900 Closed
SEI Investments
164
SEI Investments
Pennsylvania
– -$612K -14,022 Closed
Susquehanna International Group
165
Susquehanna International Group
Pennsylvania
– -$412K -9,431 Closed
AQR Capital Management
166
AQR Capital Management
Connecticut
– -$302K -6,925 Closed
FCH
167
Freestone Capital Holdings
Washington
– -$302K -6,913 Closed
VF
168
Vest Financial
Virginia
– -$255K -5,839 Closed
OAM
169
Oppenheimer Asset Management
New York
– -$250K -5,722 Closed
William Blair & Company
170
William Blair & Company
Illinois
– -$247K -5,644 Closed
KeyBank National Association
171
KeyBank National Association
Ohio
– -$238K -5,447 Closed
COPPSERS
172
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– -$224K -5,136 Closed
SC
173
Savant Capital
Illinois
– -$219K -5,012 Closed
WTG
174
West Tower Group
Virginia
– -$73K -1,671 Closed
IA
175
IFP Advisors
Florida
– -$10.8K -248 Closed
4 5 6
7
8

MMI Hedge Fund Activity: Q1 2024 in Review

159 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Marcus & Millichap (MMI) for Q1 2024, worth a combined $781M — down 26% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new MMI positions and 19 closed out — a net gain of 8 holders — while 52 added to existing stakes and 56 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $8.3M. The largest seller was First Trust Advisors, exiting entirely with an estimated $26.8M sold.

  • 159 institutional investors held Marcus & Millichap (MMI) as of Q1 2024, up from 151 in Q4 2023.
  • Funds reported $781M of Marcus & Millichap stock for Q1 2024, down 26% quarter-over-quarter.
  • 27 funds opened new Marcus & Millichap positions in Q1 2024 and 19 closed out, a net change of +8 holders.
  • The largest Marcus & Millichap buyer in Q1 2024 was Goldman Sachs, an estimated $8.3M added.
  • The largest Marcus & Millichap seller in Q1 2024 was First Trust Advisors, an estimated $26.8M sold.

Based on aggregated 13F filings for Q1 2024.