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Monarch Casino & Resort

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: 176179 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Allworth Financial
California
$692 -$127 -2 -17%
BIA
177
Bell Investment Advisors
California
$554 +$509 +8 New
PFBT
178
Parkside Financial Bank & Trust
Missouri
$139 -$2.93K -46 -96%
FFA
179
Farther Finance Advisors
California
$138 +$127 +2 New
MVP
180
Medina Value Partners
California
-$4.19M -67,401 Closed
CI Investments Inc
181
CI Investments Inc
Ontario, Canada
-$1.67M -26,831 Closed
Verition Fund Management
182
Verition Fund Management
Connecticut
-$1.62M -26,016 Closed
Jacobs Levy Equity Management
183
Jacobs Levy Equity Management
New Jersey
-$931K -14,990 Closed
Los Angeles Capital Management
184
Los Angeles Capital Management
California
-$822K -13,240 Closed
DTL
185
Dynamic Technology Lab
Singapore
-$704K -11,338 Closed
LS
186
Livforsakringsbolaget Skandia
Sweden
-$639K -10,300 Closed
COPPSERS
187
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$556K -8,959 Closed
Voloridge Investment Management
188
Voloridge Investment Management
Florida
-$496K -7,983 Closed
HF
189
HRT Financial
New York
-$490K -7,895 Closed
GAM
190
Gotham Asset Management
New York
-$351K -5,652 Closed
CCM
191
Channing Capital Management
Illinois
-$312K -5,025 Closed
SC
192
Shellback Capital
Massachusetts
-$266K -4,286 Closed
PMEF
193
Point72 Middle East FZE
United Arab Emirates
-$103K -1,666 Closed
Allspring Global Investments
194
Allspring Global Investments
North Carolina
-$39.6K -637 Closed
Point72 Asset Management
195
Point72 Asset Management
Connecticut
-$26.1K -420 Closed
Creative Planning
196
Creative Planning
Kansas
-$5.9K -95 Closed
GA
197
GoalVest Advisory
New York
-$5.71K -92 Closed
KFI
198
Key Financial Inc
Pennsylvania
-$4.72K -76 Closed
RFG
199
RFP Financial Group
Georgia
-$1.55K -25 Closed

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.