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Marcus & Millichap

151 hedge funds and large institutions have $1.06B invested in Marcus & Millichap in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 62 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

727% more call options, than puts

Call options by funds: $397K | Put options by funds: $48K

53% more capital invested

Capital invested by funds: $694M → $1.06B (+$367M)

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

3% more funds holding

Funds holding: 147151 (+4)

1.78% more ownership

Funds ownership: 61.49%63.27% (+1.8%)

24% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 62

Holders
151
Holders Change
+4
Holders Change %
+2.72%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
47
Reduced
62
Closed
16
Calls
$397K
Puts
$48K
Net Calls
+$349K
Net Calls Change
+$241K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$168M +$1.26M +37,821 +1%
BlackRock
2
BlackRock
New York
$166M +$4.11M +123,650 +3%
RA
3
Royce & Associates
New York
$84.9M -$7.41M -223,273 -10%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$83.8M -$1.01M -30,402 -2%
RP
5
Reinhart Partners
Wisconsin
$63.7M +$4.43M +133,308 +10%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$48M +$863K +25,982 +2%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$39.6M -$2.17M -65,319 -7%
State Street
8
State Street
Massachusetts
$39M +$1.74M +52,263 +6%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$37.8M +$1.63M +49,063 +6%
First Trust Advisors
10
First Trust Advisors
Illinois
$26.8M +$2.44M +73,351 +14%
TCM
11
Tributary Capital Management
Nebraska
$26M -$337K -10,161 -2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$24.2M +$719K +21,655 +4%
Jennison Associates
13
Jennison Associates
New York
$20.4M +$8.08M +243,281 +109%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$18.4M +$656K +19,764 +5%
Morgan Stanley
15
Morgan Stanley
New York
$15.8M +$6.13M +184,722 +104%
Charles Schwab
16
Charles Schwab
California
$15.2M +$858K +25,833 +8%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$14.1M -$844K -25,430 -7%
Northern Trust
18
Northern Trust
Illinois
$12.6M -$67.7K -2,038 -0.7%
Pzena Investment Management
19
Pzena Investment Management
New York
$12.2M +$8.38M +252,394 +974%
American Century Companies
20
American Century Companies
Missouri
$9.75M -$564K -16,990 -7%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$9.7M -$1.73M -52,021 -19%
Goldman Sachs
22
Goldman Sachs
New York
$8.72M -$2.07M -62,421 -24%
SI
23
Sprott Inc
Ontario, Canada
$7.64M
Invesco
24
Invesco
Georgia
$7.4M -$632K -19,020 -10%
Norges Bank
25
Norges Bank
Norway
$6.83M -$371K -11,168 -7%