We are live on ! Find out more
MMI icon

Marcus & Millichap

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.

New
Increased
Maintained
Reduced
Closed

0.55% more ownership

Funds ownership: 60.29%60.84% (+0.55%)

2% less capital invested

Capital invested by funds: $752M → $736M (-$16.1M)

5% less funds holding

Funds holding: 159151 (-8)

29% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 21

29% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 69

78% less call options, than puts

Call options by funds: $88K | Put options by funds: $393K

Holders
151
Holders Change
-8
Holders Change %
-5.03%
% of All Funds
2.37%
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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$131M -$20.6M -667,003 -14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$120M -$7.15M -231,250 -6%
RA
3
Royce & Associates
New York
$66.2M +$2.98M +96,266 +5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$60.4M +$4.32M +139,909 +8%
RP
5
Reinhart Partners
Wisconsin
$40M +$1.3M +42,091 +3%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$35M +$34.4M +1,111,947 New
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$30M -$670K -21,689 -2%
State Street
8
State Street
Massachusetts
$26.4M +$70.2K +2,272 +0.3%
TCM
9
Tributary Capital Management
Nebraska
$18.8M +$1.14M +36,962 +7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$16.5M +$152K +4,929 +1%
First Trust Advisors
11
First Trust Advisors
Illinois
$13.7M -$88.5K -2,863 -0.7%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$12M +$2.45M +79,166 +26%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$11.1M +$10.1M +328,364 +1,408%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$10.7M +$833K +26,960 +9%
Charles Schwab
15
Charles Schwab
California
$9.53M +$382K +12,362 +4%
Northern Trust
16
Northern Trust
Illinois
$9.25M -$413K -13,347 -4%
Morgan Stanley
17
Morgan Stanley
New York
$9.09M +$1.7M +54,892 +24%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$8.85M -$570K -18,428 -6%
American Century Companies
19
American Century Companies
Missouri
$8.32M -$2.01M -64,950 -20%
Norges Bank
20
Norges Bank
Norway
$6.27M -$626K -20,263 -9%
SI
21
Sprott Inc
Ontario, Canada
$5.51M
Principal Financial Group
22
Principal Financial Group
Iowa
$4.55M -$369K -11,944 -8%
Ameriprise
23
Ameriprise
Minnesota
$3.88M -$607K -19,653 -14%
Invesco
24
Invesco
Georgia
$3.7M -$639K -20,663 -15%
N
25
Nuveen
North Carolina
$3.07M -$2.31M -74,801 -43%