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Marcus & Millichap
MMI

Overview Fund Activity

151 hedge funds and large institutions have $736M invested in Marcus & Millichap in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 69 reducing their positions, and 21 closing their positions.

Holders
151
Holders Change
-8
Holders Change %
-5.03%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
49
Reduced
69
Closed
21
Calls
$88K
Puts
$393K
Net Calls
-$305K
Net Calls Change
-$177K

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$35M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$11.1M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$60.4M
4
RA
4
Royce & Associates
New York
$66.2M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$12M

Top Sellers

1
BlackRock
1
BlackRock
New York
$131M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$1.44M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$120M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.93M
5
UBS Group
5
UBS Group
Switzerland
$1.14M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$131M 4,146,843 -667,003 -14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$120M 3,821,927 -231,250 -6%
RA
3
Royce & Associates
New York
$66.2M 2,102,029 +96,266 +5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$60.4M 1,917,229 +139,909 +8%
RP
5
Reinhart Partners
Wisconsin
$40M 1,270,138 +42,091 +3%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$35M 1,111,947 +1,111,947 New
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$30M 951,845 -21,689 -2%
State Street
8
State Street
Massachusetts
$26.4M 838,410 +2,272 +0.3%
TCM
9
Tributary Capital Management
Nebraska
$18.8M 595,676 +36,962 +7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$16.5M 522,240 +4,929 +1%
First Trust Advisors
11
First Trust Advisors
Illinois
$13.7M 435,597 -2,863 -0.7%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$12M 379,922 +79,166 +26%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$11.1M 351,679 +328,364 +1,408%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$10.7M 340,940 +26,960 +9%
Charles Schwab
15
Charles Schwab
California
$9.53M 302,496 +12,362 +4%
Northern Trust
16
Northern Trust
Illinois
$9.25M 293,635 -13,347 -4%
Morgan Stanley
17
Morgan Stanley
New York
$9.09M 288,413 +54,892 +24%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$8.85M 280,863 -18,428 -6%
American Century Companies
19
American Century Companies
Missouri
$8.32M 264,026 -64,950 -20%
Norges Bank
20
Norges Bank
Norway
$6.27M 199,059 -20,263 -9%
SI
21
Sprott Inc
Ontario, Canada
$5.51M 175,000 – –
Principal Financial Group
22
Principal Financial Group
Iowa
$4.55M 144,458 -11,944 -8%
Ameriprise
23
Ameriprise
Minnesota
$3.88M 123,262 -19,653 -14%
Invesco
24
Invesco
Georgia
$3.7M 117,443 -20,663 -15%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$3.07M 97,294 -74,801 -43%
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