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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

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

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
Connor, Clark & Lunn Investment Management (CC&L)
101
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$611K +$551K +14,525 New
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$571K -$16K -421 -3%
First Trust Advisors
103
First Trust Advisors
Illinois
$567K -$335K -8,830 -40%
Public Sector Pension Investment Board (PSP Investments)
104
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$553K +$42.6K +1,122 +9%
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$541K -$81.2K -2,140 -14%
State of Tennessee, Department of Treasury
106
State of Tennessee, Department of Treasury
Tennessee
$537K -$1.14K -30 -0.2%
TPSF
107
Texas Permanent School Fund
Texas
$521K -$6.87K -181 -1%
Citigroup
108
Citigroup
New York
$511K +$318K +8,387 +222%
UBS Group
109
UBS Group
Switzerland
$493K +$332K +8,752 +294%
AA
110
ALPS Advisors
Colorado
$492K +$444K +11,695 New
AG
111
Aperio Group
California
$489K +$87K +2,292 +25%
O
112
OppenheimerFunds
New York
$459K -$72K -1,896 -15%
GAM
113
Gotham Asset Management
New York
$447K +$404K +10,633 New
Russell Investments Group
114
Russell Investments Group
United Kingdom
$436K +$401K +10,565 New
CC
115
Cannell & Co
New York
$425K – – –
MAM
116
Meeder Asset Management
Ohio
$416K +$336K +8,844 +841%
ECM
117
Element Capital Management
New York
$412K +$372K +9,807 New
MIM
118
MetLife Investment Management
New Jersey
$402K – – –
HW
119
Hancock Whitney
Mississippi
$398K +$359K +9,470 New
VOYA Investment Management
120
VOYA Investment Management
Georgia
$392K -$29.6K -779 -8%
P
121
Pitcairn
Pennsylvania
$373K -$9.76K -257 -3%
LSERS
122
Louisiana State Employees Retirement System
Louisiana
$366K – – –
IB
123
Intrust Bank
Kansas
$364K +$18.5K +488 +6%
TRSOTSOK
124
Teachers Retirement System of the State of Kentucky
Kentucky
$348K -$7.59K -200 -2%
Allianz Asset Management
125
Allianz Asset Management
Germany
$342K – – –
3 4
5
6 7

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.