MCFT ranks #3602 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
MCFT is a top-conviction position for Forager Capital Management, LLC — at 14.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in MCFT belongs to Coliseum Capital Management, LLC, but the position matters far more to Forager Capital Management, LLC, who has 14.1% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Coliseum Capital Management, LLC has added to its MCFT position for two straight quarters, increasing it by $25.5M to reach $95.5M today.
American Century Companies Inc has trimmed its MCFT position for two straight quarters, cutting it by $1.3M while still holding $8.4M.
MCFT is down 1.2% today, but institutions show net buying of $73.9M this quarter — a divergence between today's price move and the underlying institutional flow.