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Marcus Corp

153 hedge funds and large institutions have $413M invested in Marcus Corp in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 46 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

38% more capital invested

Capital invested by funds: $299M → $413M (+$114M)

24% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 37

19% more funds holding

Funds holding: 129153 (+24)

0.29% less ownership

Funds ownership: 78.72%78.43% (-0.29%)

Holders
153
Holders Change
+24
Holders Change %
+18.6%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
40
Increased
46
Reduced
37
Closed
15
Calls
$397K
Puts
Net Calls
+$397K
Net Calls Change
+$58K
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
126
Canada Life
Manitoba, Canada
$24K
Amundi
127
Amundi
France
$23K
PP
128
PrairieView Partners
Minnesota
$21K +$19.8K +1,000 New
Osaic Holdings
129
Osaic Holdings
Arizona
$19.6K +$5.95K +300 +49%
Simplex Trading
130
Simplex Trading
Illinois
$19K -$32.3K -1,630 -64%
AB
131
Amalgamated Bank
New York
$17K
QCG
132
Quadrant Capital Group
Ohio
$16.7K +$595 +30 +4%
EWA
133
EverSource Wealth Advisors
Alabama
$15.5K +$1.82K +92 +15%
VCM
134
Versant Capital Management
Arizona
$13.9K +$12.3K +619 +2,381%
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$10K
US Bancorp
136
US Bancorp
Minnesota
$8.6K
VWM
137
Venturi Wealth Management
Texas
$6.6K
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$5.68K
CMBA
139
C.M. Bidwell & Associates
Hawaii
$4.73K +$4.36K +220 New
GRP
140
Global Retirement Partners
California
$4.04K
TWD
141
True Wealth Design
Ohio
$2.79K +$2.48K +125 +2,500%
PWMG
142
Prestige Wealth Management Group
New Jersey
$2.54K
MPWT
143
MassMutual Private Wealth & Trust
Connecticut
$2.24K
PWMG
144
Private Wealth Management Group
New Jersey
$2.02K
FA
145
Fedenia Advisers
Wisconsin
$1.72K +$1.59K +80 New
OA
146
Operose Advisors
Wisconsin
$1.48K
LFG
147
Larson Financial Group
Missouri
$1.2K
S
148
SignatureFD
Georgia
$1.16K
C
149
Covestor
United Kingdom
$1K -$1.9K -96 -77%
AssetMark Inc
150
AssetMark Inc
California
$344

MCS Hedge Fund Activity: Q4 2024 in Review

153 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Marcus Corp (MCS) for Q4 2024, worth a combined $413M — up 38% from $299M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new MCS positions and 15 closed out — a net gain of 25 holders — while 46 added to existing stakes and 37 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $4.89M. The largest seller was KLCM Advisors, cutting an estimated $12.7M.

  • 153 institutional investors held Marcus Corp (MCS) as of Q4 2024, up from 129 in Q3 2024.
  • Funds reported $413M of Marcus Corp stock for Q4 2024, up 38% quarter-over-quarter.
  • 40 funds opened new Marcus Corp positions in Q4 2024 and 15 closed out, a net change of +25 holders.
  • The largest Marcus Corp buyer in Q4 2024 was Arrowstreet Capital, an estimated $4.89M added.
  • The largest Marcus Corp seller in Q4 2024 was KLCM Advisors, an estimated $12.7M sold.

Based on aggregated 13F filings for Q4 2024.