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Marcus Corp

122 hedge funds and large institutions have $276M invested in Marcus Corp in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more call options, than puts

Call options by funds: $1.51M | Put options by funds: $429K

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

16% more capital invested

Capital invested by funds: $238M → $276M (+$37.9M)

4.66% more ownership

Funds ownership: 77.9%82.56% (+4.7%)

3% more funds holding

Funds holding: 118122 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 47

Holders
122
Holders Change
+4
Holders Change %
+3.39%
% of All Funds
3.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
39
Reduced
47
Closed
9
Calls
$1.51M
Puts
$429K
Net Calls
+$1.08M
Net Calls Change
+$1.08M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
126
Rotella Capital Management
Washington
-$281K -16,800 Closed
CBOA
127
Commonwealth Bank of Australia
Australia
-$233K -13,934 Closed
HHC
128
Hutchin Hill Capital
New York
-$174K -10,400 Closed
SCP
129
Syntal Capital Partners
Texas
-$48 -2,880 Closed
JFGIW
130
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$8K -450 Closed
AR
131
Advisory Research
Illinois
-$6K -340 Closed

MCS Hedge Fund Activity: Q2 2014 in Review

122 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Marcus Corp (MCS) for Q2 2014, worth a combined $276M — up 16% from $238M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new MCS positions and 9 closed out — a net gain of 4 holders — while 39 added to existing stakes and 47 trimmed.

The largest buyer was Morgan Dempsey Capital Management, adding an estimated $13M. The largest seller was BlackRock Institutional Trust, cutting an estimated $2.67M.

  • 122 institutional investors held Marcus Corp (MCS) as of Q2 2014, up from 118 in Q1 2014.
  • Funds reported $276M of Marcus Corp stock for Q2 2014, up 16% quarter-over-quarter.
  • 13 funds opened new Marcus Corp positions in Q2 2014 and 9 closed out, a net change of +4 holders.
  • The largest Marcus Corp buyer in Q2 2014 was Morgan Dempsey Capital Management, an estimated $13M added.
  • The largest Marcus Corp seller in Q2 2014 was BlackRock Institutional Trust, an estimated $2.67M sold.

Based on aggregated 13F filings for Q2 2014.