Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MARCUS CORP DEL COM (MCS)

133 + Investors. Track Smart Money conviction in MCS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
46%

Smart Money Signals — MCS

Based on 132 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 88% of 3.0Y peak

88% of all-time peak
132 funds currently hold this stock — 88% of the 3.0-year high of 150 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 10% fewer funds vs a year ago

fund count last 6Q
15 fewer hedge funds hold MCS compared to a year ago (-10% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 46% buying

63 buying74 selling
Last quarter: 74 funds reduced or exited vs 63 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new MCS position: 27 → 16 → 15 → 23. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 18% medium ■ 15% new
88 out of 132 hedge funds have held MCS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~23 new funds/quarter

36 → 27 → 16 → 15 → 23 new funds/Q
New funds entering each quarter: 27 → 16 → 15 → 23. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 7% 1-2yr ■ 21% new
Of 133 current holders: 96 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
28 of 132 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MCS

In 2025 Q4, 63 hedge funds were net buyers of MCS (23 opened a new position, 40 added to an existing one), while 74 reduced or exited (51 trimmed, 23 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 39% of total institutional value in MCS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 132.

Hedge Fund Ownership: MCS

How many hedge funds hold MCS — quarterly history vs. share price
Quarterly hedge fund ownership of MCS vs. share price

Market Analysis: MCS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MCS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

26 top-rated funds 2 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: MCS
2026 Q1 Stats Unlock in 4 days 133 + Investors

Track Smart Money conviction in MCS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 133 134 -0.75%
13F Shares 19M 19M 2.0%
Total Value $299M $294M 1.96%
New Positions 23 15 +8
Increased Positions 41 36 +5
Closed Positions 23 26 -3
Reduced Positions 52 57 -5
Total Calls 1 1 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: MCS

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Valuation Measures Data as of: --

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

133 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MCS. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of MCS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Saber Capital Managment, LLC 6.44% 504,772 $8.7M
2 Covalent Partners LLC 4.89% 50,000 $858K
3 KLCM Advisors, Inc. 1.50% 1,038,615 $17.8M
4 Bastion Asset Management Inc. 1.20% 243,132 $3.9M
5 Teton Advisors, LLC 0.78% 65,000 $1.1M
6 Pacific Ridge Capital Partners, LLC 0.62% 167,910 $2.9M
7 HEARTLAND ADVISORS INC 0.22% 255,000 $4.4M
8 GAMCO INVESTORS, INC. ET AL 0.15% 912,505 $15.7M
9 Orbis Allan Gray Ltd 0.14% 1,962,585 $33.7M
10 DIVERSIFIED MANAGEMENT INC 0.11% 36,425 $625K
11 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.10% 296,293 $5.1M
12 Dynamic Technology Lab Private Ltd 0.09% 32,012 $550K
13 PDT Partners, LLC 0.07% 71,754 $1.2M
14 Operose Advisors LLC 0.06% 15,390 $264K
15 Mesirow Financial Investment Management, Inc. 0.06% 213,262 $3.7M
16 OARSMAN CAPITAL, INC. 0.06% 26,275 $451K
17 Campbell & CO Investment Adviser LLC 0.04% 44,766 $769K
18 GABELLI FUNDS LLC 0.02% 210,000 $3.6M
19 MARTINGALE ASSET MANAGEMENT L P 0.02% 56,004 $962K
20 Empowered Funds, LLC 0.02% 181,793 $3.1M
21 Polymer Capital Management (US) LLC 0.02% 10,173 $175K
22 Trexquant Investment LP 0.01% 116,775 $2.0M
23 Atom Investors LP 0.01% 11,385 $195K
24 ACADIAN ASSET MANAGEMENT LLC 0.01% 442,235 $8K
25 AMERICAN CENTURY COMPANIES INC 0.01% 1,036,798 $17.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — MARCUS CORP DEL COM (MCS)

What does the Smart Money Trend signal show for MCS?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for MCS?

More sellers than buyers — 46% buying: Last quarter: 74 funds reduced or exited vs 63 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for MCS holders?

Strong quality — 39% AUM from major funds: 28 of 132 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MCS?

67% of holders stayed for 2+ years: 88 out of 132 hedge funds have held MCS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.