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Marcus & Millichap

183 hedge funds and large institutions have $1.24B invested in Marcus & Millichap in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 67 increasing their positions, 57 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

18% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 57

10% more funds holding

Funds holding: 167183 (+16)

3% more capital invested

Capital invested by funds: $1.2B → $1.24B (+$40.3M)

0.51% more ownership

Funds ownership: 59%59.5% (+0.51%)

Holders
183
Holders Change
+16
Holders Change %
+9.58%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
67
Reduced
57
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$312M -$2.23M -46,595 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$208M +$1.23M +25,663 +0.7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$75.9M +$1.17M +24,445 +2%
RA
4
Royce & Associates
New York
$75.7M -$2.93M -61,102 -4%
RP
5
Reinhart Partners
Wisconsin
$60.9M +$760K +15,855 +1%
State Street
6
State Street
Massachusetts
$43.5M +$1.23M +25,699 +3%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$39.1M -$3.56M -74,300 -9%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$29.2M +$246K +5,145 +0.9%
TCM
9
Tributary Capital Management
Nebraska
$25.5M +$1.11M +23,172 +5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$25.5M -$2.31M -48,201 -9%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$22.3M +$3.18M +66,321 +19%
N
12
Nuveen
North Carolina
$21.5M +$501K +10,453 +2%
Northern Trust
13
Northern Trust
Illinois
$15.1M -$340K -7,096 -2%
Millennium Management
14
Millennium Management
New York
$14.4M +$7.82M +163,239 +148%
Charles Schwab
15
Charles Schwab
California
$13.5M +$403K +8,409 +3%
GPGA
16
Grandeur Peak Global Advisors
Utah
$12.7M -$96.9K -2,022 -0.8%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$12.6M -$160K -3,341 -1%
First Trust Advisors
18
First Trust Advisors
Illinois
$12.6M +$8.61M +179,833 +306%
Invesco
19
Invesco
Georgia
$12.6M -$2.48M -51,833 -18%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$12.5M +$54.9K +1,146 +0.5%
Norges Bank
21
Norges Bank
Norway
$12.1M -$2.19M -45,700 -17%
Principal Financial Group
22
Principal Financial Group
Iowa
$8.7M -$64K -1,337 -0.8%
American Century Companies
23
American Century Companies
Missouri
$7.96M +$2.21M +46,125 +44%
Federated Hermes
24
Federated Hermes
Pennsylvania
$6.83M +$19.4K +406 +0.3%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$6.68M +$6.08M +126,838 New