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Marcus Corp

133 hedge funds and large institutions have $404M invested in Marcus Corp in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 56 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

251% more call options, than puts

Call options by funds: $2.23M | Put options by funds: $634K

5.53% less ownership

Funds ownership: 100.79%95.25% (-5.5%)

8% less funds holding

Funds holding: 145133 (-12)

21% less capital invested

Capital invested by funds: $514M → $404M (-$110M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

30% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 56

38% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 24

Holders
133
Holders Change
-12
Holders Change %
-8.28%
% of All Funds
2.33%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
15
Increased
39
Reduced
56
Closed
24
Calls
$2.23M
Puts
$634K
Net Calls
+$1.59M
Net Calls Change
-$715K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$66.2M -$4.29M -263,085 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$26.3M -$306K -18,786 -1%
SCP
3
Searchlight Capital Partners
New York
$24.1M -$1.38M -84,711 -6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$21.8M -$2.15M -132,147 -10%
CPM
5
Corre Partners Management
New York
$18M +$8.22M +503,792 +96%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$17.3M -$31.1M -1,905,355 -66%
GI
7
GAMCO Investors
Connecticut
$15.9M +$3.08M +188,645 +26%
Victory Capital Management
8
Victory Capital Management
Texas
$15.8M +$1.71M +104,916 +13%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$15.6M +$1.02M +62,400 +8%
State Street
10
State Street
Massachusetts
$13M -$591K -36,249 -5%
CCPM
11
Cooper Creek Partners Management
New York
$12.4M +$7.75M +475,040 +200%
RA
12
Royce & Associates
New York
$11.1M -$420K -25,741 -4%
MPI
13
Mairs & Power Inc
Minnesota
$9.81M +$944K +57,900 +11%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$8.73M +$1.73M +106,126 +27%
JP Morgan Chase
15
JP Morgan Chase
New York
$6.96M -$189K -11,605 -3%
CS
16
Credit Suisse
Switzerland
$6.88M +$1.34M +82,474 +26%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$6.69M -$412K -25,278 -6%
WSL
18
Western Standard LLC
California
$5.26M -$485K -29,749 -9%
Wells Fargo
19
Wells Fargo
California
$5.25M -$4.17K -256 -0.1%
WCM
20
Wedge Capital Management
North Carolina
$4.66M -$69.9K -4,285 -2%
Morgan Stanley
21
Morgan Stanley
New York
$4.57M -$588K -36,028 -12%
Northern Trust
22
Northern Trust
Illinois
$4.38M -$141K -8,664 -3%
GF
23
Gabelli Funds
New York
$4.1M +$81.5K +5,000 +2%
Charles Schwab
24
Charles Schwab
California
$4.09M -$1.34M -82,395 -26%
VA
25
Verdad Advisers
Massachusetts
$3.93M +$119K +7,300 +3%

MCS Hedge Fund Activity: Q3 2021 in Review

133 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Marcus Corp (MCS) for Q3 2021, worth a combined $404M — down 21% from $514M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of MCS and 15 opened new positions — a net loss of 9 holders — while 56 trimmed existing stakes and 39 added.

The largest buyer was Corre Partners Management, adding an estimated $8.22M. The largest seller was Fidelity Investments, cutting an estimated $31.1M.

  • 133 institutional investors held Marcus Corp (MCS) as of Q3 2021, down from 145 in Q2 2021.
  • Funds reported $404M of Marcus Corp stock for Q3 2021, down 21% quarter-over-quarter.
  • 15 funds opened new Marcus Corp positions in Q3 2021 and 24 closed out, a net change of -9 holders.
  • The largest Marcus Corp buyer in Q3 2021 was Corre Partners Management, an estimated $8.22M added.
  • The largest Marcus Corp seller in Q3 2021 was Fidelity Investments, an estimated $31.1M sold.

Based on aggregated 13F filings for Q3 2021.