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Marcus Corp

129 hedge funds and large institutions have $299M invested in Marcus Corp in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 43 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

753% more call options, than puts

Call options by funds: $384K | Put options by funds: $45K

14% more capital invested

Capital invested by funds: $262M → $299M (+$36.6M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

11% less funds holding

Funds holding: 145129 (-16)

12.83% less ownership

Funds ownership: 91.54%78.72% (-13%)

16% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 43

40% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 40

Holders
129
Holders Change
-16
Holders Change %
-11.03%
% of All Funds
1.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
36
Reduced
43
Closed
40
Calls
$384K
Puts
$45K
Net Calls
+$339K
Net Calls Change
-$3.42M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
101
Perritt Capital Management
Illinois
$27.7K +$105 +8 +0.4%
HI
102
Harbour Investments
Wisconsin
$25.6K
Amundi
103
Amundi
France
$17.4K
Canada Life
104
Canada Life
Manitoba, Canada
$17K
AB
105
Amalgamated Bank
New York
$12K
QCG
106
Quadrant Capital Group
Ohio
$11.3K -$9.91K -752 -50%
EWA
107
EverSource Wealth Advisors
Alabama
$9.45K
Osaic Holdings
108
Osaic Holdings
Arizona
$9.21K -$9.83K -746 -55%
Nisa Investment Advisors
109
Nisa Investment Advisors
Missouri
$7.04K
US Bancorp
110
US Bancorp
Minnesota
$6.03K
VWM
111
Venturi Wealth Management
Texas
$4.63K +$4.05K +307 New
CPA
112
Capital Performance Advisors
California
$4.05K +$3.55K +269 New
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$3.98K +$3.48K +264 New
GRP
114
Global Retirement Partners
California
$2.83K +$1.96K +149 +382%
C
115
Covestor
United Kingdom
$2K +$1.12K +85 +213%
PWMG
116
Prestige Wealth Management Group
New Jersey
$1.78K
MPWT
117
MassMutual Private Wealth & Trust
Connecticut
$1.57K -$3.47K -263 -72%
PWMG
118
Private Wealth Management Group
New Jersey
$1.42K
AF
119
Advisornet Financial
Minnesota
$1.14K +$13 +1 +1%
OA
120
Operose Advisors
Wisconsin
$1.04K
Lazard Asset Management
121
Lazard Asset Management
New York
$1K -$371K -28,182 -100%
LFG
122
Larson Financial Group
Missouri
$839 +$13 +1 +2%
S
123
SignatureFD
Georgia
$814 +$712 +54 New
FCM
124
Fourpath Capital Management
Oklahoma
$437 +$382 +29 New
VCM
125
Versant Capital Management
Arizona
$392

MCS Hedge Fund Activity: Q3 2024 in Review

129 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Marcus Corp (MCS) for Q3 2024, worth a combined $299M — up 14% from $262M a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of MCS and 24 opened new positions — a net loss of 16 holders — while 43 trimmed existing stakes and 36 added.

The largest buyer was Orbis Allan Gray, adding an estimated $4.21M. The largest seller was Gate City Capital Management, cutting an estimated $13M.

  • 129 institutional investors held Marcus Corp (MCS) as of Q3 2024, down from 145 in Q2 2024.
  • Funds reported $299M of Marcus Corp stock for Q3 2024, up 14% quarter-over-quarter.
  • 24 funds opened new Marcus Corp positions in Q3 2024 and 40 closed out, a net change of -16 holders.
  • The largest Marcus Corp buyer in Q3 2024 was Orbis Allan Gray, an estimated $4.21M added.
  • The largest Marcus Corp seller in Q3 2024 was Gate City Capital Management, an estimated $13M sold.

Based on aggregated 13F filings for Q3 2024.