Marcus Corp
MCS
172 hedge funds and large institutions have $664M invested in Marcus Corp in 2019 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 64 reducing their positions, and 25 closing their positions.
1.46% more ownership
Funds ownership: 89.49% → 90.95% (+1.5%)
8% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 25
4% less call options, than puts
Call options by funds: $1.9M | Put options by funds: $1.98M
3% less funds holding
Funds holding: 177 → 172 (-5)
13% less capital invested
Capital invested by funds: $761M → $664M (-$97.1M)
16% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 64
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$11.8M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$9.26M |
| 3 |
BlackRock
New York
|
+$4.04M |
| 4 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$3.4M |
| 5 |
Comerica Bank
Dallas,
Texas
|
+$2.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$5.11M |
| 2 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$4.4M |
| 3 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$3.38M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$3.3M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$3.07M |
MCS Hedge Fund Activity: Q4 2019 in Review
172 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Marcus Corp (MCS) for Q4 2019, worth a combined $664M — down 13% from $761M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new MCS positions and 25 closed out — a net gain of 2 holders — while 54 added to existing stakes and 64 trimmed.
The largest buyer was Wedge Capital Management, opening a new position worth an estimated $11.8M. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), cutting an estimated $5.11M.
- 172 institutional investors held Marcus Corp (MCS) as of Q4 2019, down from 177 in Q3 2019.
- Funds reported $664M of Marcus Corp stock for Q4 2019, down 13% quarter-over-quarter.
- 27 funds opened new Marcus Corp positions in Q4 2019 and 25 closed out, a net change of +2 holders.
- The largest Marcus Corp buyer in Q4 2019 was Wedge Capital Management, an estimated $11.8M added.
- The largest Marcus Corp seller in Q4 2019 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $5.11M sold.
Based on aggregated 13F filings for Q4 2019.