Marcus Corp
MCS
204 hedge funds and large institutions have $719M invested in Marcus Corp in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 78 increasing their positions, 64 reducing their positions, and 13 closing their positions.
192% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 13
22% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 64
13% more funds holding
Funds holding: 181 → 204 (+23)
1.26% more ownership
Funds ownership: 89.79% → 91.06% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $751M → $719M (-$31.6M)
Top Buyers
| 1 |
Lazard Asset Management
New York
|
+$20.8M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$9.41M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
+$4.68M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$4.44M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$4.02M |
Top Sellers
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$19M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$13.4M |
| 3 |
WG
Winton Group
London,
United Kingdom
|
-$6.8M |
| 4 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$6.08M |
| 5 |
Millennium Management
New York
|
-$5.64M |
MCS Hedge Fund Activity: Q4 2018 in Review
204 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Marcus Corp (MCS) for Q4 2018, worth a combined $719M — down 4.2% from $751M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new MCS positions and 13 closed out — a net gain of 25 holders — while 78 added to existing stakes and 64 trimmed.
The largest buyer was Lazard Asset Management, opening a new position worth an estimated $20.8M. The largest seller was Wellington Management Group, cutting an estimated $19M.
- 204 institutional investors held Marcus Corp (MCS) as of Q4 2018, up from 181 in Q3 2018.
- Funds reported $719M of Marcus Corp stock for Q4 2018, down 4.2% quarter-over-quarter.
- 38 funds opened new Marcus Corp positions in Q4 2018 and 13 closed out, a net change of +25 holders.
- The largest Marcus Corp buyer in Q4 2018 was Lazard Asset Management, an estimated $20.8M added.
- The largest Marcus Corp seller in Q4 2018 was Wellington Management Group, an estimated $19M sold.
Based on aggregated 13F filings for Q4 2018.