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Marcus & Millichap

165 hedge funds and large institutions have $873M invested in Marcus & Millichap in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 60 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,097% more call options, than puts

Call options by funds: $455K | Put options by funds: $38K

5% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 57

0.25% less ownership

Funds ownership: 59.07%58.82% (-0.25%)

1% less funds holding

Funds holding: 166165 (-1)

4% less capital invested

Capital invested by funds: $907M → $873M (-$33.3M)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
165
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
60
Reduced
57
Closed
12
Calls
$455K
Puts
$38K
Net Calls
+$417K
Net Calls Change
+$456K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$146M -$136K -3,478 -0.1%
BlackRock
2
BlackRock
New York
$146M +$2.01M +51,189 +1%
RA
3
Royce & Associates
New York
$84.1M -$4.11M -104,773 -5%
RP
4
Reinhart Partners
Wisconsin
$73.1M +$2.89M +73,792 +4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$65.3M -$1.37M -34,956 -2%
State Street
6
State Street
Massachusetts
$37M +$2.18M +55,720 +6%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$33M -$273K -6,955 -0.8%
Schroder Investment Management Group
8
Schroder Investment Management Group
United Kingdom
$25M -$1.8M -46,021 -7%
TCM
9
Tributary Capital Management
Nebraska
$25M -$30.2K -770 -0.1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$22.9M +$85.9K +2,193 +0.4%
Pzena Investment Management
11
Pzena Investment Management
New York
$22.1M -$287K -7,320 -1%
Charles Schwab
12
Charles Schwab
California
$15.4M +$736K +18,785 +5%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$14.1M -$1.03M -26,173 -7%
Jennison Associates
14
Jennison Associates
New York
$10.1M +$1.81M +46,154 +21%
Northern Trust
15
Northern Trust
Illinois
$9.52M +$112K +2,858 +1%
DRZID
16
DePrince Race & Zollo Inc (DRZ)
Florida
$8.72M +$12.7K +324 +0.1%
Morgan Stanley
17
Morgan Stanley
New York
$7.54M -$341K -8,692 -4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$7.39M -$22.4K -571 -0.3%
Goldman Sachs
19
Goldman Sachs
New York
$6.99M -$494K -12,608 -6%
SI
20
Sprott Inc
Ontario, Canada
$6.5M
Russell Investments Group
21
Russell Investments Group
United Kingdom
$5.97M -$952K -24,288 -13%
HCA
22
Harbor Capital Advisors
Illinois
$5.83M +$120K +3,051 +2%
Citadel Advisors
23
Citadel Advisors
Florida
$4.96M +$789K +20,133 +18%
JP Morgan Chase
24
JP Morgan Chase
New York
$4.71M +$1.84M +46,865 +61%
Principal Financial Group
25
Principal Financial Group
Iowa
$4.46M +$140K +3,562 +3%