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Monarch Casino & Resort
MCRI

179 hedge funds and large institutions have $831M invested in Monarch Casino & Resort in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 73 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

13% more capital invested

Capital invested by funds: $737M → $831M (+$94.2M)

2% more funds holding

Funds holding: 176 → 179 (+3)

1.07% more ownership

Funds ownership: 61.9% → 62.97% (+1.1%)

22% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 73

43% less call options, than puts

Call options by funds: $111K | Put options by funds: $194K

Holders
179
Holders Change
+3
Holders Change %
+1.7%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
57
Reduced
73
Closed
21
Calls
$111K
Puts
$194K
Net Calls
-$83K
Net Calls Change
-$511K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$14.6M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$12.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$11.9M
4
Cerity Partners
Cerity Partners
New York
+$6.04M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$5.81M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$12.4M
2
ZCM
Ziegler Capital Management
Illinois
-$4.75M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$4.5M
4
MVP
Medina Value Partners
California
-$4.19M
5
Goldman Sachs
Goldman Sachs
New York
-$2.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$5.72M +$223K +3,505 +4%
EAM
27
Eagle Asset Management
Florida
$5.62M +$438K +6,882 +9%
Renaissance Technologies
28
Renaissance Technologies
New York
$5.54M +$1.34M +21,100 +36%
Goldman Sachs
29
Goldman Sachs
New York
$5.12M -$2.5M -39,300 -35%
Principal Financial Group
30
Principal Financial Group
Iowa
$4.98M -$103K -1,625 -2%
MNG
31
Manning & Napier Group
New York
$4.86M +$12.7K +200 +0.3%
N
32
Nuveen
North Carolina
$4.62M -$583K -9,157 -12%
Millennium Management
33
Millennium Management
New York
$4.62M -$12.4M -195,489 -75%
PAM
34
Panagora Asset Management
Massachusetts
$4.06M -$688K -10,798 -16%
OAM
35
Oberweis Asset Management
Illinois
$4.05M +$299K +4,700 +9%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$3.79M -$4.5M -70,697 -56%
ZCM
37
Ziegler Capital Management
Illinois
$3.26M -$4.75M -74,622 -61%
Ameriprise
38
Ameriprise
Minnesota
$2.85M -$256K -4,023 -9%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$2.75M -$146K -2,289 -5%
BCM
40
Brasada Capital Management
Texas
$2.64M -$557K -8,745 -19%
CI
41
Cambiar Investors
Colorado
$2.63M +$12.9K +202 +0.5%
Legal & General Group
42
Legal & General Group
United Kingdom
$2.6M -$36.1K -567 -1%
Barclays
43
Barclays
United Kingdom
$2.19M +$914K +14,355 +83%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$2.08M -$95.2K -1,495 -5%
New York State Teachers Retirement System (NYSTRS)
45
New York State Teachers Retirement System (NYSTRS)
New York
$1.99M -$149K -2,347 -8%
AI
46
Atom Investors
Texas
$1.96M +$1M +15,744 +125%
Swiss National Bank
47
Swiss National Bank
Switzerland
$1.96M -$210K -3,300 -10%
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.92M +$710K +11,142 +67%
Wells Fargo
49
Wells Fargo
California
$1.87M -$74.7K -1,173 -4%
CS
50
Credit Suisse
Switzerland
$1.86M +$147K +2,311 +9%
1
2
3 4 5

MCRI Hedge Fund Activity: Q4 2023 in Review

179 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Monarch Casino & Resort (MCRI) for Q4 2023, worth a combined $831M — up 13% from $737M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new MCRI positions and 21 closed out — a net gain of 5 holders — while 57 added to existing stakes and 73 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.6M. The largest seller was Millennium Management, cutting an estimated $12.4M.

  • 179 institutional investors held Monarch Casino & Resort (MCRI) as of Q4 2023, up from 176 in Q3 2023.
  • Funds reported $831M of Monarch Casino & Resort stock for Q4 2023, up 13% quarter-over-quarter.
  • 26 funds opened new Monarch Casino & Resort positions in Q4 2023 and 21 closed out, a net change of +5 holders.
  • The largest Monarch Casino & Resort buyer in Q4 2023 was Morgan Stanley, an estimated $14.6M added.
  • The largest Monarch Casino & Resort seller in Q4 2023 was Millennium Management, an estimated $12.4M sold.

Based on aggregated 13F filings for Q4 2023.