Marcus Corp
MCS
159 hedge funds and large institutions have $498M invested in Marcus Corp in 2017 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 10 closing their positions.
100% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 10
14% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 50
7% more funds holding
Funds holding: 149 → 159 (+10)
1.87% more ownership
Funds ownership: 84.54% → 86.41% (+1.9%)
4% less capital invested
Capital invested by funds: $516M → $498M (-$18.6M)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $374K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$5.36M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.93M |
| 3 |
CAM
ClariVest Asset Management
San Diego,
California
|
+$2.64M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
+$2.42M |
| 5 |
DIA
Dana Investment Advisors
Waukesha,
Wisconsin
|
+$2.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
-$2.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$2.11M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.07M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$1.89M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.35M |
MCS Hedge Fund Activity: Q2 2017 in Review
159 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Marcus Corp (MCS) for Q2 2017, worth a combined $498M — down 3.6% from $516M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new MCS positions and 10 closed out — a net gain of 10 holders — while 57 added to existing stakes and 50 trimmed.
The largest buyer was Westwood Holdings Group, adding an estimated $5.36M. The largest seller was Monarch Partners Asset Management, cutting an estimated $2.6M.
- 159 institutional investors held Marcus Corp (MCS) as of Q2 2017, up from 149 in Q1 2017.
- Funds reported $498M of Marcus Corp stock for Q2 2017, down 3.6% quarter-over-quarter.
- 20 funds opened new Marcus Corp positions in Q2 2017 and 10 closed out, a net change of +10 holders.
- The largest Marcus Corp buyer in Q2 2017 was Westwood Holdings Group, an estimated $5.36M added.
- The largest Marcus Corp seller in Q2 2017 was Monarch Partners Asset Management, an estimated $2.6M sold.
Based on aggregated 13F filings for Q2 2017.