Marcus Corp
MCS
116 hedge funds and large institutions have $192M invested in Marcus Corp in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 59 increasing their positions, 28 reducing their positions, and 7 closing their positions.
111% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 28
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
3% more funds holding
Funds holding: 113 → 116 (+3)
1.16% less ownership
Funds ownership: 79.41% → 78.25% (-1.2%)
9% less capital invested
Capital invested by funds: $211M → $192M (-$19M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$4.13M |
| 2 |
CAM
ClariVest Asset Management
San Diego,
California
|
+$1.73M |
| 3 |
Morgan Stanley
New York
|
+$1.06M |
| 4 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
+$938K |
| 5 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$767K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AR
Advisory Research
Chicago,
Illinois
|
-$14.8M |
| 2 |
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
|
-$3.5M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$1.64M |
| 4 |
Comerica Bank
Dallas,
Texas
|
-$1.49M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$616K |
MCS Hedge Fund Activity: Q4 2013 in Review
116 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Marcus Corp (MCS) for Q4 2013, worth a combined $192M — down 9% from $211M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new MCS positions and 7 closed out — a net gain of 3 holders — while 59 added to existing stakes and 28 trimmed.
The largest buyer was BlackRock Institutional Trust, adding an estimated $4.13M. The largest seller was Advisory Research, cutting an estimated $14.8M.
- 116 institutional investors held Marcus Corp (MCS) as of Q4 2013, up from 113 in Q3 2013.
- Funds reported $192M of Marcus Corp stock for Q4 2013, down 9% quarter-over-quarter.
- 10 funds opened new Marcus Corp positions in Q4 2013 and 7 closed out, a net change of +3 holders.
- The largest Marcus Corp buyer in Q4 2013 was BlackRock Institutional Trust, an estimated $4.13M added.
- The largest Marcus Corp seller in Q4 2013 was Advisory Research, an estimated $14.8M sold.
Based on aggregated 13F filings for Q4 2013.