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Marcus Corp
MCS

181 hedge funds and large institutions have $751M invested in Marcus Corp in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 57 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 12

60% more call options, than puts

Call options by funds: $235K | Put options by funds: $147K

36% more capital invested

Capital invested by funds: $552M → $751M (+$198M)

17% more funds holding

Funds holding: 155 → 181 (+26)

2.52% more ownership

Funds ownership: 87.27% → 89.79% (+2.5%)

6% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 54

Holders
181
Holders Change
+26
Holders Change %
+16.77%
% of All Funds
4.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
39
Increased
57
Reduced
54
Closed
12
Calls
$235K
Puts
$147K
Net Calls
+$88K
Net Calls Change
+$868K

Top Buyers

Rank Fund Capital Flow
1
WG
Winton Group
United Kingdom
+$6.91M
2
Man Group
Man Group
United Kingdom
+$4.83M
3
Invesco
Invesco
Georgia
+$4.82M
4
EI
EAM Investors
California
+$3.92M
5
Renaissance Technologies
Renaissance Technologies
New York
+$3.84M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$9.31M
2
RRAM
River Road Asset Management
Kentucky
-$5.29M
3
TCIM
TIAA CREF Investment Management
New York
-$2.46M
4
MWNA
Marshall Wace North America
New York
-$2.33M
5
WHG
Westwood Holdings Group
Texas
-$2.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
76
Oxford Asset Management
United Kingdom
$1.05M +$962K +25,337 New
AIMCA
77
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.03M – – –
PI
78
PineBridge Investments
New York
$1.03M +$926K +24,402 New
AL
79
AJO LP
Pennsylvania
$1.01M +$911K +23,989 New
New York State Common Retirement Fund
80
New York State Common Retirement Fund
New York
$976K – – –
MPAM
81
Monarch Partners Asset Management
Massachusetts
$974K -$159K -4,200 -15%
Macquarie Group
82
Macquarie Group
Australia
$959K -$387K -10,195 -31%
Bessemer Group
83
Bessemer Group
New Jersey
$946K +$459K +12,100 +116%
Neuberger Berman Group
84
Neuberger Berman Group
New York
$928K -$237K -6,257 -22%
SAM
85
Shell Asset Management
Netherlands
$895K – – –
SAM
86
Sawgrass Asset Management
Florida
$825K +$745K +19,630 New
EGM
87
Engineers Gate Manager
New York
$814K +$735K +19,364 New
Comerica Bank
88
Comerica Bank
Texas
$806K -$58.3K -1,535 -7%
SC
89
Skylands Capital
Wisconsin
$799K -$1.06M -28,000 -60%
California Public Employees Retirement System
90
California Public Employees Retirement System
California
$777K +$701K +18,469 New
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$751K – – –
AllianceBernstein
92
AllianceBernstein
Tennessee
$719K – – –
MSL
93
Mackay Shields LLC
New York
$702K +$634K +16,700 New
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$698K -$38.3K -1,008 -6%
CS
95
Credit Suisse
Switzerland
$663K -$127K -3,344 -17%
Assenagon Asset Management
96
Assenagon Asset Management
Luxembourg
$656K +$592K +15,603 New
IP
97
Isthmus Partners
Wisconsin
$650K -$1.4K -37 -0.2%
AIG
98
American International Group
New York
$639K +$17K +449 +3%
KBC Group
99
KBC Group
Belgium
$635K +$332K +8,736 +137%
MCM
100
Matarin Capital Management
New York
$613K +$553K +14,578 New
2 3
4
5 6

MCS Hedge Fund Activity: Q3 2018 in Review

181 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Marcus Corp (MCS) for Q3 2018, worth a combined $751M — up 36% from $552M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new MCS positions and 12 closed out — a net gain of 27 holders — while 57 added to existing stakes and 54 trimmed.

The largest buyer was Winton Group, opening a new position worth an estimated $6.91M. The largest seller was Wellington Management Group, cutting an estimated $9.31M.

  • 181 institutional investors held Marcus Corp (MCS) as of Q3 2018, up from 155 in Q2 2018.
  • Funds reported $751M of Marcus Corp stock for Q3 2018, up 36% quarter-over-quarter.
  • 39 funds opened new Marcus Corp positions in Q3 2018 and 12 closed out, a net change of +27 holders.
  • The largest Marcus Corp buyer in Q3 2018 was Winton Group, an estimated $6.91M added.
  • The largest Marcus Corp seller in Q3 2018 was Wellington Management Group, an estimated $9.31M sold.

Based on aggregated 13F filings for Q3 2018.