Marcus Corp
MCS
144 hedge funds and large institutions have $344M invested in Marcus Corp in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 26 closing their positions.
500% more call options, than puts
Call options by funds: $450K | Put options by funds: $75K
50% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 38
4.58% more ownership
Funds ownership: 100.28% → 104.86% (+4.6%)
4% more capital invested
Capital invested by funds: $331M → $344M (+$13.2M)
9% less funds holding
Funds holding: 159 → 144 (-15)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
38% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$9.78M |
| 2 |
BlackRock
New York
|
+$2.97M |
| 3 |
MVP
Medina Value Partners
Los Angeles,
California
|
+$2.14M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$2.11M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCP
Searchlight Capital Partners
New York
|
-$3.17M |
| 2 |
VA
Verdad Advisers
Boston,
Massachusetts
|
-$1.5M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$1.38M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$1.18M |
| 5 |
Millennium Management
New York
|
-$1.1M |
MCS Hedge Fund Activity: Q4 2022 in Review
144 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Marcus Corp (MCS) for Q4 2022, worth a combined $344M — up 4% from $331M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of MCS and 16 opened new positions — a net loss of 10 holders — while 38 trimmed existing stakes and 57 added.
The largest buyer was Lazard Asset Management, adding an estimated $9.78M. The largest seller was Searchlight Capital Partners, cutting an estimated $3.17M.
- 144 institutional investors held Marcus Corp (MCS) as of Q4 2022, down from 159 in Q3 2022.
- Funds reported $344M of Marcus Corp stock for Q4 2022, up 4% quarter-over-quarter.
- 16 funds opened new Marcus Corp positions in Q4 2022 and 26 closed out, a net change of -10 holders.
- The largest Marcus Corp buyer in Q4 2022 was Lazard Asset Management, an estimated $9.78M added.
- The largest Marcus Corp seller in Q4 2022 was Searchlight Capital Partners, an estimated $3.17M sold.
Based on aggregated 13F filings for Q4 2022.