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Marcus Corp
MCS

148 hedge funds and large institutions have $417M invested in Marcus Corp in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

907% more call options, than puts

Call options by funds: $443K | Put options by funds: $44K

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

21% more capital invested

Capital invested by funds: $344M → $417M (+$72.8M)

3% more funds holding

Funds holding: 144 → 148 (+4)

1.75% more ownership

Funds ownership: 104.86% → 106.61% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 47

Holders
148
Holders Change
+4
Holders Change %
+2.78%
% of All Funds
2.36%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
22
Increased
47
Reduced
47
Closed
17
Calls
$443K
Puts
$44K
Net Calls
+$399K
Net Calls Change
+$24K

Top Buyers

Rank Fund Capital Flow
1
KA
KLCM Advisors
Wisconsin
+$8.85M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$4.85M
3
Invesco
Invesco
Georgia
+$4.15M
4
Two Sigma Investments
Two Sigma Investments
New York
+$3.21M
5
Norges Bank
Norges Bank
Norway
+$3.16M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$10.5M
2
SCP
Searchlight Capital Partners
New York
-$9.87M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$8.84M
4
CCPM
Cooper Creek Partners Management
New York
-$5.21M
5
Charles Schwab
Charles Schwab
California
-$2.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
WSL
151
Western Standard LLC
California
– -$2.07M -143,882 Closed
Lido Advisors
152
Lido Advisors
California
– -$382K -26,543 Closed
JF
153
Jump Financial
Illinois
– -$282K -19,582 Closed
WAM
154
Watershed Asset Management
California
– -$244K -16,931 Closed
E
155
Ergoteles
New York
– -$236K -16,432 Closed
TIM
156
Timelo Investment Management
Ontario, Canada
– -$195K -13,553 Closed
TI
157
Trexquant Investment
Connecticut
– -$158K -11,004 Closed
VIA
158
Virtus Investment Advisers
Connecticut
– -$108K -7,516 Closed
CI Investments Inc
159
CI Investments Inc
Ontario, Canada
– -$71K -4,953 Closed
Ohio Public Employees Retirement System (OPERS)
160
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$12K -852 Closed
TWP
161
TFO Wealth Partners
Ohio
– -$7.17K -265 Closed
EI
162
Ellevest Inc
New York
– -$3.54K -246 Closed
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
– -$1.34K -93 Closed
SWA
164
Sutton Wealth Advisors
Florida
– -$86 -6 Closed
3 4 5 6
7

MCS Hedge Fund Activity: Q1 2023 in Review

148 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Marcus Corp (MCS) for Q1 2023, worth a combined $417M — up 21% from $344M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MCS positions and 17 closed out — a net gain of 5 holders — while 47 added to existing stakes and 47 trimmed.

The largest buyer was KLCM Advisors, opening a new position worth an estimated $8.85M. The largest seller was Victory Capital Management, cutting an estimated $10.5M.

  • 148 institutional investors held Marcus Corp (MCS) as of Q1 2023, up from 144 in Q4 2022.
  • Funds reported $417M of Marcus Corp stock for Q1 2023, up 21% quarter-over-quarter.
  • 22 funds opened new Marcus Corp positions in Q1 2023 and 17 closed out, a net change of +5 holders.
  • The largest Marcus Corp buyer in Q1 2023 was KLCM Advisors, an estimated $8.85M added.
  • The largest Marcus Corp seller in Q1 2023 was Victory Capital Management, an estimated $10.5M sold.

Based on aggregated 13F filings for Q1 2023.