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Marcus Corp
MCS

181 hedge funds and large institutions have $751M invested in Marcus Corp in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 57 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 12

60% more call options, than puts

Call options by funds: $235K | Put options by funds: $147K

36% more capital invested

Capital invested by funds: $552M → $751M (+$198M)

17% more funds holding

Funds holding: 155 → 181 (+26)

2.52% more ownership

Funds ownership: 87.27% → 89.79% (+2.5%)

6% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 54

Holders
181
Holders Change
+26
Holders Change %
+16.77%
% of All Funds
4.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
39
Increased
57
Reduced
54
Closed
12
Calls
$235K
Puts
$147K
Net Calls
+$88K
Net Calls Change
+$868K

Top Buyers

1
WG
Winton Group
United Kingdom
+$6.91M
2
Man Group
Man Group
United Kingdom
+$4.83M
3
Invesco
Invesco
Georgia
+$4.82M
4
EI
EAM Investors
California
+$3.92M
5
Renaissance Technologies
Renaissance Technologies
New York
+$3.84M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$9.31M
2
RRAM
River Road Asset Management
Kentucky
-$5.29M
3
TCIM
TIAA CREF Investment Management
New York
-$2.46M
4
MWNA
Marshall Wace North America
New York
-$2.33M
5
WHG
Westwood Holdings Group
Texas
-$2.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$133M +$2.66M +70,193 +2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$68.7M +$524K +13,797 +0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$47.7M +$1.19M +31,303 +3%
GI
4
GAMCO Investors
Connecticut
$41.3M -$1.97M -52,000 -5%
Northern Trust
5
Northern Trust
Illinois
$39M -$1.57M -41,409 -4%
WHG
6
Westwood Holdings Group
Texas
$29M -$2.27M -59,896 -8%
LSV Asset Management
7
LSV Asset Management
Illinois
$24.6M -$407K -10,714 -2%
State Street
8
State Street
Massachusetts
$23.6M +$2.55M +67,221 +14%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$19.8M -$9.31M -245,239 -34%
Renaissance Technologies
10
Renaissance Technologies
New York
$16.9M +$3.84M +101,280 +34%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$16.1M +$1.28M +33,600 +10%
GF
12
Gabelli Funds
New York
$16M – – –
TA
13
Teton Advisors
New York
$15.3M -$33.7K -888 -0.2%
MPI
14
Mairs & Power Inc
Minnesota
$11.8M -$960K -25,300 -8%
BCM
15
Bridgeway Capital Management
Texas
$11.2M – – –
EMFAT
16
Emerald Mutual Fund Advisers Trust
Pennsylvania
$10.5M -$103K -2,705 -1%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$8.02M +$463K +12,195 +7%
WG
18
Winton Group
United Kingdom
$7.65M +$6.91M +181,970 New
Invesco
19
Invesco
Georgia
$7.49M +$4.82M +127,009 +249%
Principal Financial Group
20
Principal Financial Group
Iowa
$6.68M +$275K +7,253 +5%
Ameriprise
21
Ameriprise
Minnesota
$6.52M +$1.49M +39,345 +34%
DGHMC
22
Dalton, Greiner, Hartman, Maher & Co
New York
$6.01M -$1.12M -29,550 -17%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$5.96M +$3.66M +96,473 +213%
Morgan Stanley
24
Morgan Stanley
New York
$5.81M +$1.59M +41,792 +43%
Millennium Management
25
Millennium Management
New York
$5.64M -$2.1M -55,428 -29%
1
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MCS Hedge Fund Activity: Q3 2018 in Review

181 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Marcus Corp (MCS) for Q3 2018, worth a combined $751M — up 36% from $552M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new MCS positions and 12 closed out — a net gain of 27 holders — while 57 added to existing stakes and 54 trimmed.

The largest buyer was Winton Group, opening a new position worth an estimated $6.91M. The largest seller was Wellington Management Group, cutting an estimated $9.31M.

  • 181 institutional investors held Marcus Corp (MCS) as of Q3 2018, up from 155 in Q2 2018.
  • Funds reported $751M of Marcus Corp stock for Q3 2018, up 36% quarter-over-quarter.
  • 39 funds opened new Marcus Corp positions in Q3 2018 and 12 closed out, a net change of +27 holders.
  • The largest Marcus Corp buyer in Q3 2018 was Winton Group, an estimated $6.91M added.
  • The largest Marcus Corp seller in Q3 2018 was Wellington Management Group, an estimated $9.31M sold.

Based on aggregated 13F filings for Q3 2018.