Marcus Corp
MCS
145 hedge funds and large institutions have $251M invested in Marcus Corp in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 50 reducing their positions, and 40 closing their positions.
12% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 50
2.59% less ownership
Funds ownership: 90.95% → 88.35% (-2.6%)
16% less funds holding
Funds holding: 172 → 145 (-27)
56% less call options, than puts
Call options by funds: $398K | Put options by funds: $900K
60% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 40
62% less capital invested
Capital invested by funds: $664M → $251M (-$413M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$4.35M |
| 2 |
State Street
Boston,
Massachusetts
|
+$4.35M |
| 3 |
CCPM
Cooper Creek Partners Management
New York
|
+$3.72M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$3.33M |
| 5 |
RA
Royce & Associates
New York
|
+$3.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$12.9M |
| 2 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$4.74M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$4.46M |
| 4 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$3.22M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$2.95M |
MCS Hedge Fund Activity: Q1 2020 in Review
145 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Marcus Corp (MCS) for Q1 2020, worth a combined $251M — down 62% from $664M a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of MCS and 16 opened new positions — a net loss of 24 holders — while 50 trimmed existing stakes and 56 added.
The largest buyer was Wellington Management Group, adding an estimated $4.35M. The largest seller was Invesco, cutting an estimated $12.9M.
- 145 institutional investors held Marcus Corp (MCS) as of Q1 2020, down from 172 in Q4 2019.
- Funds reported $251M of Marcus Corp stock for Q1 2020, down 62% quarter-over-quarter.
- 16 funds opened new Marcus Corp positions in Q1 2020 and 40 closed out, a net change of -24 holders.
- The largest Marcus Corp buyer in Q1 2020 was Wellington Management Group, an estimated $4.35M added.
- The largest Marcus Corp seller in Q1 2020 was Invesco, an estimated $12.9M sold.
Based on aggregated 13F filings for Q1 2020.