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Marcus Corp
MCS

146 hedge funds and large institutions have $423M invested in Marcus Corp in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more call options, than puts

Call options by funds: $1.9M | Put options by funds: $523K

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

3% more funds holding

Funds holding: 142 → 146 (+4)

5% more capital invested

Capital invested by funds: $403M → $423M (+$19.5M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0.51% less ownership

Funds ownership: 98.67% → 98.16% (-0.51%)

20% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 56

Holders
146
Holders Change
+4
Holders Change %
+2.82%
% of All Funds
2.3%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
16
Increased
45
Reduced
56
Closed
11
Calls
$1.9M
Puts
$523K
Net Calls
+$1.37M
Net Calls Change
+$266K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.18M
2
JP Morgan Chase
JP Morgan Chase
New York
+$1.49M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.29M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.09M
5
TCM
Trilantic Capital Management
New York
+$995K

Top Sellers

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$2.97M
2
Millennium Management
Millennium Management
New York
-$2.14M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.42M
4
VA
Verdad Advisers
Massachusetts
-$1.36M
5
WCM
Wedge Capital Management
North Carolina
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
126
Steward Partners Investment Advisory
New York
$7K – – –
TRCT
127
Tower Research Capital (TRC)
New York
$6K -$10.5K -599 -65%
GIA
128
GHP Investment Advisors
Colorado
$6K +$6.05K +345 New
FPS
129
Fieldpoint Private Securities
Connecticut
$4K – – –
EWA
130
EverSource Wealth Advisors
Alabama
$3K – – –
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$3K – – –
MAM
132
Meeder Asset Management
Ohio
$3K +$1.84K +105 +269%
BBPWM
133
Blue Bell Private Wealth Management
Pennsylvania
$2K – – –
LC
134
Lindbrook Capital
California
$2K +$1.56K +89 New
ACM
135
Aquatic Capital Management
Illinois
$2K +$1.75K +100 New
AF
136
Advisornet Financial
Minnesota
$1K – – –
OA
137
Operose Advisors
Wisconsin
$1K – – –
AGM
138
Alpine Global Management
New York
$305 -$302K -17,233 -50%
WCM
139
Wedge Capital Management
North Carolina
– -$1.35M -75,795 Closed
UA
140
Unison Advisors
District of Columbia
– -$635K -35,565 Closed
Qube Research & Technologies (QRT)
141
Qube Research & Technologies (QRT)
United Kingdom
– -$203K -11,340 Closed
AWM
142
Apollon Wealth Management
South Carolina
– -$179K -10,000 Closed
ASN
143
Advisory Services Network
Georgia
– -$78K -4,340 Closed
EVM
144
Eaton Vance Management
Massachusetts
– -$37K -2,057 Closed
OIA
145
Optimum Investment Advisors
Illinois
– -$18K -1,000 Closed
SFM
146
Signet Financial Management
New Jersey
– -$4K -226 Closed
PA
147
Parallel Advisors
California
– -$1.3K -74 -73%
STCOSD
148
Sageworth Trust Company of South Dakota
South Dakota
– -$1.05K -60 -85%
LWA
149
Lenox Wealth Advisors
New York
– -$1K -58 Closed
CA
150
CoreCap Advisors
Michigan
– -$1K -20 Closed
3 4 5
6
7

MCS Hedge Fund Activity: Q1 2022 in Review

146 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Marcus Corp (MCS) for Q1 2022, worth a combined $423M — up 4.8% from $403M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MCS positions and 11 closed out — a net gain of 5 holders — while 45 added to existing stakes and 56 trimmed.

The largest buyer was BlackRock, adding an estimated $3.18M. The largest seller was Lord, Abbett & Co, cutting an estimated $2.97M.

  • 146 institutional investors held Marcus Corp (MCS) as of Q1 2022, up from 142 in Q4 2021.
  • Funds reported $423M of Marcus Corp stock for Q1 2022, up 4.8% quarter-over-quarter.
  • 16 funds opened new Marcus Corp positions in Q1 2022 and 11 closed out, a net change of +5 holders.
  • The largest Marcus Corp buyer in Q1 2022 was BlackRock, an estimated $3.18M added.
  • The largest Marcus Corp seller in Q1 2022 was Lord, Abbett & Co, an estimated $2.97M sold.

Based on aggregated 13F filings for Q1 2022.