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Marcus Corp

158 hedge funds and large institutions have $422M invested in Marcus Corp in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

13,964% more call options, than puts

Call options by funds: $36.3M | Put options by funds: $258K

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

0% more funds holding

Funds holding: 158158 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $436M → $422M (-$13.8M)

1.67% less ownership

Funds ownership: 121.38%119.71% (-1.7%)

21% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 61

Holders
158
Holders Change
Holders Change %
0%
% of All Funds
2.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
48
Reduced
61
Closed
21
Calls
$36.3M
Puts
$258K
Net Calls
+$36M
Net Calls Change
+$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$4.69M -$1.56M -110,165 -25%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$3.9M -$1.46M -103,300 -27%
Northern Trust
28
Northern Trust
Illinois
$3.87M -$34.4K -2,432 -0.9%
AQR Capital Management
29
AQR Capital Management
Connecticut
$3.69M +$1.05M +74,033 +40%
MFIM
30
Mesirow Financial Investment Management
Illinois
$3.26M +$64.6K +4,568 +2%
Wells Fargo
31
Wells Fargo
California
$2.72M -$1.25M -88,048 -32%
GF
32
Gabelli Funds
New York
$2.5M +$7.07K +500 +0.3%
Squarepoint
33
Squarepoint
New York
$2.44M -$631K -44,590 -21%
MPI
34
Mairs & Power Inc
Minnesota
$2.42M -$318K -22,490 -12%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$2.05M +$2.03M +143,449 New
EF
36
Empowered Funds
Pennsylvania
$2.02M +$151K +10,675 +8%
Ameriprise
37
Ameriprise
Minnesota
$1.93M -$36.9K -2,608 -2%
Goldman Sachs
38
Goldman Sachs
New York
$1.84M +$692K +48,909 +61%
Principal Financial Group
39
Principal Financial Group
Iowa
$1.82M -$6.18K -437 -0.3%
Barclays
40
Barclays
United Kingdom
$1.71M -$297K -21,032 -15%
State of Wisconsin Investment Board
41
State of Wisconsin Investment Board
Wisconsin
$1.71M +$653K +46,168 +63%
SAM
42
Storebrand Asset Management
Norway
$1.5M -$2.8M -198,146 -65%
ETC
43
Exchange Traded Concepts
Oklahoma
$1.44M +$905K +64,030 +174%
Marshall Wace
44
Marshall Wace
United Kingdom
$1.36M -$1.1M -77,932 -45%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$1.33M +$48.4K +3,421 +4%
Legal & General Group
46
Legal & General Group
United Kingdom
$1.19M +$265K +18,769 +29%
VA
47
Verdad Advisers
Massachusetts
$1.18M
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$1.09M -$48.9K -3,461 -4%
Charles Schwab
49
Charles Schwab
California
$1.08M +$52.1K +3,686 +5%
N
50
Nuveen
North Carolina
$1.06M

MCS Hedge Fund Activity: Q1 2024 in Review

158 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Marcus Corp (MCS) for Q1 2024, worth a combined $422M — down 3.2% from $436M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new MCS positions and 21 closed out — a net gain of 2 holders — while 48 added to existing stakes and 61 trimmed.

The largest buyer was UBS Group, adding an estimated $17.7M. The largest seller was Credit Suisse, cutting an estimated $16.4M.

  • 158 institutional investors held Marcus Corp (MCS) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $422M of Marcus Corp stock for Q1 2024, down 3.2% quarter-over-quarter.
  • 23 funds opened new Marcus Corp positions in Q1 2024 and 21 closed out, a net change of +2 holders.
  • The largest Marcus Corp buyer in Q1 2024 was UBS Group, an estimated $17.7M added.
  • The largest Marcus Corp seller in Q1 2024 was Credit Suisse, an estimated $16.4M sold.

Based on aggregated 13F filings for Q1 2024.