Marcus Corp
MCS
148 hedge funds and large institutions have $417M invested in Marcus Corp in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 17 closing their positions.
907% more call options, than puts
Call options by funds: $443K | Put options by funds: $44K
29% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 17
21% more capital invested
Capital invested by funds: $344M → $417M (+$72.8M)
3% more funds holding
Funds holding: 144 → 148 (+4)
1.75% more ownership
Funds ownership: 104.86% → 106.61% (+1.8%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 47
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KA
KLCM Advisors
Milwaukee,
Wisconsin
|
+$8.85M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$4.85M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$4.15M |
| 4 |
Two Sigma Investments
New York
|
+$3.21M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$3.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$10.5M |
| 2 |
SCP
Searchlight Capital Partners
New York
|
-$9.87M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$8.84M |
| 4 |
CCPM
Cooper Creek Partners Management
New York
|
-$5.21M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$2.8M |
MCS Hedge Fund Activity: Q1 2023 in Review
148 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Marcus Corp (MCS) for Q1 2023, worth a combined $417M — up 21% from $344M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new MCS positions and 17 closed out — a net gain of 5 holders — while 47 added to existing stakes and 47 trimmed.
The largest buyer was KLCM Advisors, opening a new position worth an estimated $8.85M. The largest seller was Victory Capital Management, cutting an estimated $10.5M.
- 148 institutional investors held Marcus Corp (MCS) as of Q1 2023, up from 144 in Q4 2022.
- Funds reported $417M of Marcus Corp stock for Q1 2023, up 21% quarter-over-quarter.
- 22 funds opened new Marcus Corp positions in Q1 2023 and 17 closed out, a net change of +5 holders.
- The largest Marcus Corp buyer in Q1 2023 was KLCM Advisors, an estimated $8.85M added.
- The largest Marcus Corp seller in Q1 2023 was Victory Capital Management, an estimated $10.5M sold.
Based on aggregated 13F filings for Q1 2023.