We are live on ! Find out more
MCS icon

Marcus Corp

149 hedge funds and large institutions have $401M invested in Marcus Corp in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $527K | Put options by funds: $247K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

3% more funds holding

Funds holding: 145149 (+4)

4% more capital invested

Capital invested by funds: $386M → $401M (+$15.8M)

0.3% less ownership

Funds ownership: 105.55%105.25% (-0.3%)

26% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 54

Holders
149
Holders Change
+4
Holders Change %
+2.76%
% of All Funds
2.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
40
Reduced
54
Closed
14
Calls
$527K
Puts
$247K
Net Calls
+$280K
Net Calls Change
-$11K
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$4.17M +$67.1K +4,363 +2%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$4.11M -$485K -31,500 -11%
Assenagon Asset Management
28
Assenagon Asset Management
Luxembourg
$4.09M +$702K +45,650 +21%
MPI
29
Mairs & Power Inc
Minnesota
$3.22M -$2.58M -167,452 -45%
Bank of America
30
Bank of America
North Carolina
$2.94M +$720K +46,777 +33%
AQR Capital Management
31
AQR Capital Management
Connecticut
$2.87M +$521K +33,862 +22%
GF
32
Gabelli Funds
New York
$2.76M
Acadian Asset Management
33
Acadian Asset Management
Massachusetts
$2.58M +$2.56M +166,652 +2,777,533%
Ameriprise
34
Ameriprise
Minnesota
$2.46M -$111K -7,223 -4%
AI
35
Atom Investors
Texas
$2.29M +$68.6K +4,462 +3%
Principal Financial Group
36
Principal Financial Group
Iowa
$2.06M -$109K -7,057 -5%
EF
37
Empowered Funds
Pennsylvania
$1.85M +$151K +9,796 +9%
VA
38
Verdad Advisers
Massachusetts
$1.78M
Goldman Sachs
39
Goldman Sachs
New York
$1.6M -$1.35M -87,664 -46%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$1.42M -$451K -29,326 -24%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$1.29M -$27.1K -1,763 -2%
Squarepoint
42
Squarepoint
New York
$1.25M +$65.3K +4,246 +6%
Charles Schwab
43
Charles Schwab
California
$1.24M +$84.1K +5,469 +7%
SC
44
Savant Capital
Illinois
$1.17M
BGIM
45
Brandywine Global Investment Management
Pennsylvania
$1.16M +$210K +13,643 +22%
N
46
Nuveen
North Carolina
$1.14M -$12.5K -813 -1%
Victory Capital Management
47
Victory Capital Management
Texas
$1.12M -$38.1K -2,475 -3%
TA
48
Teton Advisors
New York
$1.12M
SAM
49
Storebrand Asset Management
Norway
$1.12M +$7.01K +456 +0.6%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$1.07M +$221K +14,344 +26%

MCS Hedge Fund Activity: Q3 2023 in Review

149 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Marcus Corp (MCS) for Q3 2023, worth a combined $401M — up 4.1% from $386M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MCS positions and 14 closed out — a net gain of 5 holders — while 40 added to existing stakes and 54 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $5.54M. The largest seller was BlackRock, cutting an estimated $3.31M.

  • 149 institutional investors held Marcus Corp (MCS) as of Q3 2023, up from 145 in Q2 2023.
  • Funds reported $401M of Marcus Corp stock for Q3 2023, up 4.1% quarter-over-quarter.
  • 19 funds opened new Marcus Corp positions in Q3 2023 and 14 closed out, a net change of +5 holders.
  • The largest Marcus Corp buyer in Q3 2023 was Bank of Montreal, an estimated $5.54M added.
  • The largest Marcus Corp seller in Q3 2023 was BlackRock, an estimated $3.31M sold.

Based on aggregated 13F filings for Q3 2023.