Marcus Corp
MCS
136 hedge funds and large institutions have $396M invested in Marcus Corp in 2016 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 47 reducing their positions, and 7 closing their positions.
171% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 7
22% more capital invested
Capital invested by funds: $325M → $396M (+$70.4M)
10% more funds holding
Funds holding: 124 → 136 (+12)
1.73% more ownership
Funds ownership: 82.05% → 83.78% (+1.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 47
98% less call options, than puts
Call options by funds: $3K | Put options by funds: $198K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$4.92M |
| 2 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
+$3.48M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$2.82M |
| 4 |
MPI
Mairs & Power Inc
St Paul,
Minnesota
|
+$2.58M |
| 5 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
+$1.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NAP
New Amsterdam Partners
New York
|
-$4.06M |
| 2 |
MDCM
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
-$3.38M |
| 3 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$1.07M |
| 4 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$882K |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$819K |
MCS Hedge Fund Activity: Q3 2016 in Review
136 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Marcus Corp (MCS) for Q3 2016, worth a combined $396M — up 22% from $325M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new MCS positions and 7 closed out — a net gain of 12 holders — while 43 added to existing stakes and 47 trimmed.
The largest buyer was Invesco, adding an estimated $4.92M. The largest seller was New Amsterdam Partners, exiting entirely with an estimated $4.06M sold.
- 136 institutional investors held Marcus Corp (MCS) as of Q3 2016, up from 124 in Q2 2016.
- Funds reported $396M of Marcus Corp stock for Q3 2016, up 22% quarter-over-quarter.
- 19 funds opened new Marcus Corp positions in Q3 2016 and 7 closed out, a net change of +12 holders.
- The largest Marcus Corp buyer in Q3 2016 was Invesco, an estimated $4.92M added.
- The largest Marcus Corp seller in Q3 2016 was New Amsterdam Partners, an estimated $4.06M sold.
Based on aggregated 13F filings for Q3 2016.