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Marcus Corp

149 hedge funds and large institutions have $401M invested in Marcus Corp in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $527K | Put options by funds: $247K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

3% more funds holding

Funds holding: 145149 (+4)

4% more capital invested

Capital invested by funds: $386M → $401M (+$15.8M)

0.3% less ownership

Funds ownership: 105.55%105.25% (-0.3%)

26% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 54

Holders
149
Holders Change
+4
Holders Change %
+2.76%
% of All Funds
2.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
40
Reduced
54
Closed
14
Calls
$527K
Puts
$247K
Net Calls
+$280K
Net Calls Change
-$11K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
126
UBS Group
Switzerland
$48.1K -$379K -24,620 -89%
AIP
127
Ameritas Investment Partners
Nebraska
$29.1K
PCM
128
Perritt Capital Management
Illinois
$27.9K
HI
129
Harbour Investments
Wisconsin
$24K -$615 -40 -3%
WAM
130
WFA Asset Management
Wisconsin
$23.3K
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$21.6K
MLICM
132
Metropolitan Life Insurance Company (MetLife)
New York
$20K
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$15K
QCG
134
Quadrant Capital Group
Ohio
$14.4K +$5.52K +359 +63%
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$14.1K +$3.6K +234 +35%
TRCT
136
Tower Research Capital (TRC)
New York
$12.4K -$60.8K -3,949 -83%
PA
137
Parallel Advisors
California
$10K +$7.48K +486 +306%
SPIA
138
Steward Partners Investment Advisory
New York
$6.2K
GIA
139
GHP Investment Advisors
Colorado
$5.37K
EWA
140
EverSource Wealth Advisors
Alabama
$4.87K
NFSG
141
Newbridge Financial Services Group
Florida
$4.65K -$6.92K -450 -60%
IWP
142
IAG Wealth Partners
Wisconsin
$4.63K +$4.6K +299 New
Bessemer Group
143
Bessemer Group
New Jersey
$4K +$3.89K +253 New
FFA
144
Farther Finance Advisors
California
$2.48K
AF
145
Advisornet Financial
Minnesota
$1.16K
OA
146
Operose Advisors
Wisconsin
$1.07K
LFG
147
Larson Financial Group
Missouri
$785
AF
148
Allworth Financial
California
$512 +$508 +33 New
VCM
149
Versant Capital Management
Arizona
$403
HNB
150
Huntington National Bank
Ohio
$31

MCS Hedge Fund Activity: Q3 2023 in Review

149 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Marcus Corp (MCS) for Q3 2023, worth a combined $401M — up 4.1% from $386M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MCS positions and 14 closed out — a net gain of 5 holders — while 40 added to existing stakes and 54 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $5.54M. The largest seller was BlackRock, cutting an estimated $3.31M.

  • 149 institutional investors held Marcus Corp (MCS) as of Q3 2023, up from 145 in Q2 2023.
  • Funds reported $401M of Marcus Corp stock for Q3 2023, up 4.1% quarter-over-quarter.
  • 19 funds opened new Marcus Corp positions in Q3 2023 and 14 closed out, a net change of +5 holders.
  • The largest Marcus Corp buyer in Q3 2023 was Bank of Montreal, an estimated $5.54M added.
  • The largest Marcus Corp seller in Q3 2023 was BlackRock, an estimated $3.31M sold.

Based on aggregated 13F filings for Q3 2023.