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Marcus & Millichap

165 hedge funds and large institutions have $873M invested in Marcus & Millichap in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 60 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,097% more call options, than puts

Call options by funds: $455K | Put options by funds: $38K

5% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 57

0.25% less ownership

Funds ownership: 59.07%58.82% (-0.25%)

1% less funds holding

Funds holding: 166165 (-1)

4% less capital invested

Capital invested by funds: $907M → $873M (-$33.3M)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
165
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
60
Reduced
57
Closed
12
Calls
$455K
Puts
$38K
Net Calls
+$417K
Net Calls Change
+$456K
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
151
Concourse Financial Group Securities
Alabama
$1.69K +$157 +4 +10%
RIL
152
Rothschild Investment LLC
Illinois
$1.15K +$196 +5 +20%
FFA
153
Farther Finance Advisors
California
$957
FMII
154
Farmers & Merchants Investments Inc
Nebraska
$727
BIG
155
Brooklyn Investment Group
New York
$574 +$588 +15 New
Jones Financial Companies
156
Jones Financial Companies
Missouri
$536 +$118 +3 +27%
AF
157
Allworth Financial
California
$478 -$1.14K -29 -69%
PA
158
Parallel Advisors
California
$421
SIC
159
SJS Investment Consulting
Ohio
$307
PFBT
160
Parkside Financial Bank & Trust
Missouri
$268
AWM
161
Abound Wealth Management
Tennessee
$192
IA
162
IFP Advisors
Florida
$77
DF
163
Dunhill Financial
United Kingdom
$68
JWA
164
JFS Wealth Advisors
Pennsylvania
$39
Balyasny Asset Management
165
Balyasny Asset Management
Illinois
-$2.26M -56,955 Closed
Franklin Resources
166
Franklin Resources
California
-$580K -15,753 Closed
ECM
167
Everence Capital Management
Indiana
-$275K -6,930 Closed
PFM
168
Premier Fund Managers
United Kingdom
-$245K -6,184 Closed
CIM
169
Centersquare Investment Management
Pennsylvania
-$204K -5,150 Closed
COPPSERS
170
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$203K -5,131 Closed
Acadian Asset Management
171
Acadian Asset Management
Massachusetts
-$169K -4,276 Closed
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
-$65.1K -1,642 Closed
FFC
173
First Financial Corp
Indiana
-$4K -101 Closed
QL
174
Quarry LP
New York
-$2.73K -69 Closed
CPA
175
Capital Performance Advisors
California
-$2.3K -58 Closed