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Marcus Corp

130 hedge funds and large institutions have $243M invested in Marcus Corp in 2014 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,068% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $106K

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

7% more funds holding

Funds holding: 122130 (+8)

5% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 42

0.2% more ownership

Funds ownership: 82.56%82.76% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

12% less capital invested

Capital invested by funds: $276M → $243M (-$32.4M)

Holders
130
Holders Change
+8
Holders Change %
+6.56%
% of All Funds
3.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
44
Reduced
42
Closed
12
Calls
$1.24M
Puts
$106K
Net Calls
+$1.13M
Net Calls Change
+$49K
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$1.64M +$1.87M +103,709 New
Geode Capital Management
27
Geode Capital Management
Massachusetts
$1.63M +$14.7K +812 +0.8%
Invesco
28
Invesco
Georgia
$1.42M -$92.8K -5,131 -5%
PPA
29
Parametric Portfolio Associates
Washington
$1.35M -$7.25K -401 -0.5%
TCIM
30
TIAA CREF Investment Management
New York
$1.34M
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$1.34M +$21.7K +1,200 +1%
WCM
32
Wedge Capital Management
North Carolina
$1.33M +$169K +9,375 +13%
Ameriprise
33
Ameriprise
Minnesota
$1.32M +$126K +6,945 +9%
TC
34
TFS Capital
Pennsylvania
$1.32M -$247K -13,652 -14%
GC
35
Guggenheim Capital
Illinois
$1.28M -$31K -1,716 -2%
ACM
36
Argent Capital Management
Missouri
$1.24M +$1.42M +78,350 New
RFC
37
Russell Frank Company
Washington
$1.24M +$45.7K +2,527 +3%
MCM
38
Munder Capital Management
Michigan
$1.16M -$113K -6,260 -8%
MAM
39
Martingale Asset Management
Massachusetts
$1.16M
New York State Teachers Retirement System (NYSTRS)
40
New York State Teachers Retirement System (NYSTRS)
New York
$1.15M +$16.3K +900 +1%
BIM
41
BlackRock Investment Management
Delaware
$1.11M +$6.13K +339 +0.5%
QBFM
42
QS Batterymarch Financial Management
New York
$1.09M -$90.4K -5,000 -7%
GCP
43
GSA Capital Partners
United Kingdom
$980K +$936K +51,764 +503%
Natixis Advisors
44
Natixis Advisors
Massachusetts
$970K +$72.5K +4,009 +7%
Axa
45
Axa
France
$917K +$28.9K +1,600 +3%
EI
46
EAM Investors
California
$885K -$210K -11,639 -17%
FCBT
47
First Citizens Bank & Trust
North Carolina
$790K +$40.1K +2,220 +5%
SC
48
Skylands Capital
Wisconsin
$769K +$365K +20,200 +71%
EMFAT
49
Emerald Mutual Fund Advisers Trust
Pennsylvania
$744K
GC
50
Globeflex Capital
California
$739K +$843K +46,651 +47,122%

MCS Hedge Fund Activity: Q3 2014 in Review

130 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Marcus Corp (MCS) for Q3 2014, worth a combined $243M — down 12% from $276M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MCS positions and 12 closed out — a net gain of 8 holders — while 44 added to existing stakes and 42 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $2.08M. The largest seller was Harber Asset Management, exiting entirely with an estimated $1.21M sold.

  • 130 institutional investors held Marcus Corp (MCS) as of Q3 2014, up from 122 in Q2 2014.
  • Funds reported $243M of Marcus Corp stock for Q3 2014, down 12% quarter-over-quarter.
  • 20 funds opened new Marcus Corp positions in Q3 2014 and 12 closed out, a net change of +8 holders.
  • The largest Marcus Corp buyer in Q3 2014 was Acadian Asset Management, an estimated $2.08M added.
  • The largest Marcus Corp seller in Q3 2014 was Harber Asset Management, an estimated $1.21M sold.

Based on aggregated 13F filings for Q3 2014.