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Marcus & Millichap
190 hedge funds and large institutions have $902M invested in Marcus & Millichap in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 79 increasing their positions, 60 reducing their positions, and 22 closing their positions.
New
Increased
Maintained
Reduced
Closed
50% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 22
32% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 60
4% more funds holding
Funds holding: 183 → 190 (+7)
3.17% more ownership
Funds ownership: 59.5% → 62.67% (+3.2%)
27% less capital invested
Capital invested by funds: $1.24B → $902M (-$342M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $274K
Holders
190
Holders Change
+7
Holders Change %
+3.83%
% of All Funds
3.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
79
Reduced
60
Closed
22
Calls
–
Puts
$274K
Net Calls
-$274K
Net Calls Change
-$274K
Top Buyers
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$10.1M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$9.69M |
| 3 |
Renaissance Technologies
New York
|
+$8.29M |
| 4 |
RA
Royce & Associates
New York
|
+$6.4M |
| 5 |
Morgan Stanley
New York
|
+$5.52M |
Top Sellers
| 1 |
BlackRock
New York
|
-$24.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$18.2M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$6.01M |
| 4 |
Millennium Management
New York
|
-$3.12M |
| 5 |
TCM
Tributary Capital Management
Omaha,
Nebraska
|
-$2.79M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Teacher Retirement System of Texas
Austin,
Texas
| – | -$260K | -4,944 | Closed |
|
|
CC
202
Corton Capital
Carrying Place,
Ontario, Canada
| – | -$235K | -4,467 | Closed |
|
|
AWM
203
Axxcess Wealth Management
Carlsbad,
California
| – | -$206K | -3,919 | Closed |
|
204
Simplex Trading
Chicago,
Illinois
| – | -$12.3K | -284 | -98% |
|
205
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$6K | -115 | Closed |
|
|
MCM
206
Manchester Capital Management
Manchester,
Vermont
| – | -$1K | -11 | Closed |
|
|
DI
207
Disciplined Investments
Tulsa,
Oklahoma
| – | +$43 | +1 | New |
|
|
JWA
208
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | +$87 | +2 | New |
|
|
SC
209
Schubert & Co
Mckinney,
Texas
| – | +$304 | +7 | New |
|
|
SFG
210
Steward Financial Group
Colleyville,
Texas
| – | +$304 | +7 | New |
|