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Marcus & Millichap

184 hedge funds and large institutions have $820M invested in Marcus & Millichap in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 90 increasing their positions, 49 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 49

0.08% less ownership

Funds ownership: 62.67%62.59% (-0.08%)

3% less funds holding

Funds holding: 190184 (-6)

9% less capital invested

Capital invested by funds: $902M → $820M (-$81.6M)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
184
Holders Change
-6
Holders Change %
-3.16%
% of All Funds
3.17%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
90
Reduced
49
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$180M +$4.88M +129,031 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$133M +$621K +16,430 +0.4%
RA
3
Royce & Associates
New York
$67.4M +$17.9M +472,551 +30%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$49.5M +$935K +24,710 +2%
RP
5
Reinhart Partners
Wisconsin
$36.9M -$928K -24,539 -2%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$35.8M +$20.4M +539,031 +97%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$28.1M +$835K +22,086 +3%
State Street
8
State Street
Massachusetts
$27.6M +$652K +17,234 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$15.8M +$106K +2,806 +0.6%
TCM
10
Tributary Capital Management
Nebraska
$14.7M +$1.02M +27,046 +6%
N
11
Nuveen
North Carolina
$14M -$1.11M -29,463 -6%
Federated Hermes
12
Federated Hermes
Pennsylvania
$11.9M +$1.1K +29 +0%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$10.9M +$16.4K +433 +0.1%
First Trust Advisors
14
First Trust Advisors
Illinois
$10.7M +$808K +21,368 +7%
Northern Trust
15
Northern Trust
Illinois
$9.88M +$136K +3,586 +1%
Charles Schwab
16
Charles Schwab
California
$8.86M +$406K +10,727 +4%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$8.04M +$9.27M +245,230 New
Morgan Stanley
18
Morgan Stanley
New York
$8.01M -$199K -5,270 -2%
American Century Companies
19
American Century Companies
Missouri
$7.78M +$1.07M +28,370 +14%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$7.67M +$436K +11,538 +5%
Norges Bank
21
Norges Bank
Norway
$7.19M
Renaissance Technologies
22
Renaissance Technologies
New York
$6.4M -$2.02M -53,400 -21%
SI
23
Sprott Inc
Ontario, Canada
$5.25M +$567K +15,000 +10%
Principal Financial Group
24
Principal Financial Group
Iowa
$5.23M -$116K -3,060 -2%
Ameriprise
25
Ameriprise
Minnesota
$4.88M +$1.69M +44,786 +43%

MMI Hedge Fund Activity: Q3 2022 in Review

184 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Marcus & Millichap (MMI) for Q3 2022, worth a combined $820M — down 9% from $902M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of MMI and 23 opened new positions — a net loss of 5 holders — while 49 trimmed existing stakes and 90 added.

The largest buyer was Janus Henderson Group, adding an estimated $20.4M. The largest seller was Grandeur Peak Global Advisors, cutting an estimated $10M.

  • 184 institutional investors held Marcus & Millichap (MMI) as of Q3 2022, down from 190 in Q2 2022.
  • Funds reported $820M of Marcus & Millichap stock for Q3 2022, down 9% quarter-over-quarter.
  • 23 funds opened new Marcus & Millichap positions in Q3 2022 and 28 closed out, a net change of -5 holders.
  • The largest Marcus & Millichap buyer in Q3 2022 was Janus Henderson Group, an estimated $20.4M added.
  • The largest Marcus & Millichap seller in Q3 2022 was Grandeur Peak Global Advisors, an estimated $10M sold.

Based on aggregated 13F filings for Q3 2022.