Marcus Corp
MCS
158 hedge funds and large institutions have $427M invested in Marcus Corp in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 52 reducing their positions, and 13 closing their positions.
124% more capital inflows, than outflows
Capital inflows: $91M | Capital outflows: $40.6M
77% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 13
31% more call options, than puts
Call options by funds: $440K | Put options by funds: $337K
17% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 52
13.68% more ownership
Funds ownership: 105.25% → 118.93% (+14%)
6% more funds holding
Funds holding: 149 → 158 (+9)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$15.8M |
| 2 |
Credit Suisse
Zurich,
Switzerland
|
+$5.05M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$4.13M |
| 4 |
Easterly Investment Partners
Beverly,
Massachusetts
|
+$3.92M |
| 5 |
Storebrand Asset Management
Lysaker,
Norway
|
+$3.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royce & Associates
New York
|
-$9.6M |
| 2 |
MVP
Medina Value Partners
Los Angeles,
California
|
-$6.55M |
| 3 |
CPM
Corre Partners Management
New York
|
-$6.07M |
| 4 |
Millennium Management
New York
|
-$4.59M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.1M |
MCS Hedge Fund Activity: Q4 2023 in Review
158 of the 6,875 institutional investors tracked by Wall St. Rank reported a position in Marcus Corp (MCS) for Q4 2023, worth a combined $427M — up 6.3% from $401M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new MCS positions and 13 closed out — a net gain of 10 holders — while 61 added to existing stakes and 52 trimmed.
The largest buyer was Pacer Advisors, opening a new position worth an estimated $15.8M. The largest seller was Royce & Associates, exiting entirely with an estimated $9.6M sold.
- 158 institutional investors held Marcus Corp (MCS) as of Q4 2023, up from 149 in Q3 2023.
- Funds reported $427M of Marcus Corp stock for Q4 2023, up 6.3% quarter-over-quarter.
- 23 funds opened new Marcus Corp positions in Q4 2023 and 13 closed out, a net change of +10 holders.
- The largest Marcus Corp buyer in Q4 2023 was Pacer Advisors, an estimated $15.8M added.
- The largest Marcus Corp seller in Q4 2023 was Royce & Associates, an estimated $9.6M sold.
Based on aggregated 13F filings for Q4 2023.