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Marcus & Millichap

164 hedge funds and large institutions have $664M invested in Marcus & Millichap in 2018 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 57 increasing their positions, 44 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 6

30% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 44

26% more funds holding

Funds holding: 130164 (+34)

19% more capital invested

Capital invested by funds: $559M → $664M (+$105M)

2.8% more ownership

Funds ownership: 44.93%47.74% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
164
Holders Change
+34
Holders Change %
+26.15%
% of All Funds
3.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
42
Increased
57
Reduced
44
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$108M -$8.11M -248,362 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$63.1M +$12.2M +374,674 +27%
Aberdeen Group
3
Aberdeen Group
United Kingdom
$61.5M -$5.77M -176,857 -9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$38.9M +$3.49M +106,974 +11%
BlackRock
5
BlackRock
New York
$38.3M -$5.33M -163,448 -13%
GIP
6
Granite Investment Partners
California
$22.8M -$404K -12,387 -2%
TCM
7
Tributary Capital Management
Nebraska
$21M +$1.29M +39,519 +7%
Millennium Management
8
Millennium Management
New York
$15.7M +$2.83M +86,631 +25%
Norges Bank
9
Norges Bank
Norway
$13.7M
State Street
10
State Street
Massachusetts
$11.1M +$11.3K +345 +0.1%
ECP
11
Elk Creek Partners
Colorado
$11M -$223K -6,820 -2%
DZ Bank
12
DZ Bank
Germany
$9.44M +$8.54M +261,675 New
Northern Trust
13
Northern Trust
Illinois
$9.31M +$194K +5,938 +2%
Renaissance Technologies
14
Renaissance Technologies
New York
$9.02M +$4.22M +129,300 +107%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$9M +$6.57M +201,218 +415%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$8.87M +$4.07M +124,784 +103%
UBS Group
17
UBS Group
Switzerland
$7.44M +$506K +15,515 +8%
Morgan Stanley
18
Morgan Stanley
New York
$7.43M +$3.86M +118,115 +134%
CI
19
Cambiar Investors
Colorado
$7.22M -$622K -19,053 -9%
AL
20
AJO LP
Pennsylvania
$7.2M +$1.87M +57,436 +40%
Wells Fargo
21
Wells Fargo
California
$6.95M +$701K +21,490 +13%
USAA
22
United Services Automobile Association
Texas
$6.78M +$1.16M +35,640 +23%
TCGI
23
Three Corner Global Investors
New York
$6.76M -$10.3M -314,979 -63%
JIM
24
Jupiter Investment Management
United Kingdom
$6.58M +$994K +30,463 +20%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$5.71M +$218K +6,694 +4%

MMI Hedge Fund Activity: Q1 2018 in Review

164 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Marcus & Millichap (MMI) for Q1 2018, worth a combined $664M — up 19% from $559M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MMI positions and 6 closed out — a net gain of 36 holders — while 57 added to existing stakes and 44 trimmed.

The largest buyer was Vanguard Group, adding an estimated $12.2M. The largest seller was Three Corner Global Investors, cutting an estimated $10.3M.

  • 164 institutional investors held Marcus & Millichap (MMI) as of Q1 2018, up from 130 in Q4 2017.
  • Funds reported $664M of Marcus & Millichap stock for Q1 2018, up 19% quarter-over-quarter.
  • 42 funds opened new Marcus & Millichap positions in Q1 2018 and 6 closed out, a net change of +36 holders.
  • The largest Marcus & Millichap buyer in Q1 2018 was Vanguard Group, an estimated $12.2M added.
  • The largest Marcus & Millichap seller in Q1 2018 was Three Corner Global Investors, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2018.