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Marcus Corp
MCS

149 hedge funds and large institutions have $516M invested in Marcus Corp in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 60 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

43% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 42

3% more capital invested

Capital invested by funds: $501M → $516M (+$15.5M)

1% more funds holding

Funds holding: 148 → 149 (+1)

0.57% more ownership

Funds ownership: 83.97% → 84.54% (+0.57%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

87% less call options, than puts

Call options by funds: $39K | Put options by funds: $302K

Holders
149
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
3.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
60
Reduced
42
Closed
9
Calls
$39K
Puts
$302K
Net Calls
-$263K
Net Calls Change
+$131K

Top Buyers

1
BlackRock
BlackRock
New York
+$76.5M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$4.69M
3
Renaissance Technologies
Renaissance Technologies
New York
+$2.12M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$1.54M
5
Millennium Management
Millennium Management
New York
+$1.37M

Top Sellers

1
MDCM
Morgan Dempsey Capital Management
Wisconsin
-$7.07M
2
MPAM
Monarch Partners Asset Management
Massachusetts
-$3.03M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.32M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.23M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
51
Wedge Capital Management
North Carolina
$1.38M – – –
CAM
52
ClariVest Asset Management
California
$1.35M +$338K +10,923 +35%
Two Sigma Advisers
53
Two Sigma Advisers
New York
$1.34M -$51.5K -1,664 -4%
GCP
54
GSA Capital Partners
United Kingdom
$1.32M +$137K +4,416 +12%
OAM
55
Oxford Asset Management
United Kingdom
$1.31M +$1.27M +40,949 New
AG
56
Algert Global
California
$1.31M +$140K +4,530 +13%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$1.29M +$352K +11,393 +39%
SC
58
Savant Capital
Illinois
$1.29M – – –
N
59
Nuveen
North Carolina
$1.27M -$343K -11,088 -22%
Bessemer Group
60
Bessemer Group
New Jersey
$1.19M +$34K +1,100 +3%
Wells Fargo
61
Wells Fargo
California
$1.19M +$78.7K +2,546 +7%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$1.18M -$55.7K -1,800 -5%
HIM
63
Hillsdale Investment Management
Ontario, Canada
$1.13M – – –
AQR Capital Management
64
AQR Capital Management
Connecticut
$1.12M +$251K +8,125 +30%
Legal & General Group
65
Legal & General Group
United Kingdom
$1.02M +$6.96K +225 +0.7%
Macquarie Group
66
Macquarie Group
Australia
$979K -$263K -8,492 -22%
Swiss National Bank
67
Swiss National Bank
Switzerland
$947K – – –
Bank of America
68
Bank of America
North Carolina
$937K +$421K +13,614 +87%
CS
69
Credit Suisse
Switzerland
$910K -$61.8K -1,999 -7%
Citigroup
70
Citigroup
New York
$896K -$800K -25,857 -48%
Canada Life
71
Canada Life
Manitoba, Canada
$878K +$49.2K +1,590 +6%
EI
72
EAM Investors
California
$855K -$249K -8,054 -23%
TC
73
TFS Capital
Pennsylvania
$852K +$411K +13,302 +101%
MML Investors Services
74
MML Investors Services
Massachusetts
$781K +$753K +24,339 New
CAM
75
Congress Asset Management
Massachusetts
$773K +$156K +5,038 +26%
1 2
3
4 5

MCS Hedge Fund Activity: Q1 2017 in Review

149 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Marcus Corp (MCS) for Q1 2017, worth a combined $516M — up 3.1% from $501M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MCS positions and 9 closed out — a net gain of 7 holders — while 60 added to existing stakes and 42 trimmed.

The largest buyer was BlackRock, adding an estimated $76.5M. The largest seller was Morgan Dempsey Capital Management, cutting an estimated $7.07M.

  • 149 institutional investors held Marcus Corp (MCS) as of Q1 2017, up from 148 in Q4 2016.
  • Funds reported $516M of Marcus Corp stock for Q1 2017, up 3.1% quarter-over-quarter.
  • 16 funds opened new Marcus Corp positions in Q1 2017 and 9 closed out, a net change of +7 holders.
  • The largest Marcus Corp buyer in Q1 2017 was BlackRock, an estimated $76.5M added.
  • The largest Marcus Corp seller in Q1 2017 was Morgan Dempsey Capital Management, an estimated $7.07M sold.

Based on aggregated 13F filings for Q1 2017.