| 14.04 Data as of May 17 |  +0.10 / +0.72%Today’s Change | 10.27 Today|||52-Week Range 14.37 | +12.59% Year-to-Date |
| Other institutional | 45.10% |
| Mutual fund holders | 36.37% |
| Individual stakeholders | 10.89% |
| 3/31/2013 | GAMCO ASSET MANAGEMENT INC. Bought 366.8 Thousand shares of The Marcus Corp |
| 3/31/2013 | PUTNAM INVESTMENT MANAGEMENT LLC Bought 132.2 Thousand shares of The Marcus Corp |
| 3/31/2013 | RENAISSANCE TECHNOLOGIES LLC Bought 106.4 Thousand shares of The Marcus Corp |
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Advisory Research, Inc. | 11.36% | 2,084,072 | 26,759,484 | -57,894 | -2.70% |
| Dimensional Fund Advisors, Inc. | 9.22% | 1,690,384 | 21,704,531 | -133 | -0.01% |
| BlackRock Fund Advisors | 8.70% | 1,596,336 | 20,496,954 | +34,117 | +2.18% |
| GAMCO Asset Management Inc. | 5.73% | 1,050,101 | 13,483,297 | +366,787 | +53.68% |
| Private Capital Management LP | 4.41% | 808,154 | 10,376,697 | -112,631 | -12.23% |
| Northern Trust Investments, Inc. | 4.11% | 753,779 | 9,678,522 | +28,624 | +3.95% |
| The Vanguard Group, Inc. | 3.93% | 720,571 | 9,252,132 | -420,465 | -36.85% |
| Nordea Investment Management AB (... | 2.59% | 475,633 | 6,107,128 | -81,785 | -14.67% |
| SSgA Funds Management, Inc. | 2.40% | 439,205 | 5,639,392 | +14,106 | +3.32% |
| Acadian Asset Management LLC | 2.00% | 365,822 | 4,697,154 | -15,268 | -4.01% |
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| DFA US Small Cap Value Portfolio | 3.07% | 562,220 | 7,218,905 | 0 | 0.00% |
| EQ/GAMCO Small Company Value Port... | 2.73% | 500,014 | 6,420,180 | +35,014 | +7.53% |
| Nordea 1 - North American Value F... | 2.59% | 475,633 | 6,107,128 | -67,485 | -12.43% |
| Vanguard Small Cap Index Fund | 1.83% | 336,022 | 4,314,522 | +4,593 | +1.39% |
| iShares Core S&P Small Cap ETF | 1.80% | 329,201 | 4,226,941 | +7,200 | +2.24% |
| iShares Russell 2000 Index Fund | 1.57% | 288,632 | 3,706,035 | -3,520 | -1.20% |
| Gabelli Small Cap Growth Fund (Th... | 1.45% | 265,807 | 3,412,962 | -3,100 | -1.15% |
| Vanguard Total Stock Market Index... | 1.40% | 256,363 | 3,291,701 | +4,437 | +1.76% |
| Northern Small Cap Value Fund | 1.23% | 225,218 | 2,891,799 | +17,800 | +8.58% |
| DFA US Micro Cap Portfolio | 1.10% | 202,160 | 2,595,734 | 0 | 0.00% |
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