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MarineMax
HZO

234 hedge funds and large institutions have $1.26B invested in MarineMax in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 67 increasing their positions, 83 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $8.59M | Put options by funds: $4.24M

43% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 30

21% more capital invested

Capital invested by funds: $1.05B → $1.26B (+$216M)

5% more funds holding

Funds holding: 222 → 234 (+12)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less ownership

Funds ownership: 99.15% → 98.14% (-1%)

19% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 83

Holders
234
Holders Change
+12
Holders Change %
+5.41%
% of All Funds
3.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
43
Increased
67
Reduced
83
Closed
30
Calls
$8.59M
Puts
$4.24M
Net Calls
+$4.35M
Net Calls Change
+$567K

Top Buyers

Rank Fund Capital Flow
1
PCM
Portolan Capital Management
Massachusetts
+$12.4M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$9.29M
3
Millennium Management
Millennium Management
New York
+$9.06M
4
Ameriprise
Ameriprise
Minnesota
+$8.47M
5
DZ Bank
DZ Bank
Germany
+$5.86M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$16M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
-$7.97M
3
SAM
Silvercrest Asset Management
New York
-$5.83M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$4.43M
5
N
Nuveen
North Carolina
-$4.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
EMG
251
ETF Managers Group
New Jersey
– -$277K -5,525 Closed
TI
252
Trexquant Investment
Connecticut
– -$255K -5,260 Closed
DT
253
Diversified Trust
Tennessee
– -$241K -4,957 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
254
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$237K -4,877 Closed
JC
255
JB Capital
Connecticut
– -$220K -4,539 Closed
RE
256
RBC Europe
United Kingdom
– -$172K -3,550 Closed
ICM
257
Islay Capital Management
Texas
– -$114K -2,347 Closed
DFCM
258
Dark Forest Capital Management
Puerto Rico
– -$66K -1,367 Closed
PI
259
PEAK6 Investments
Illinois
– -$61.2K -1,144 Closed
CG
260
Cutler Group
California
– -$47.8K -894 Closed
OSAM
261
O'Shaughnessy Asset Management
Connecticut
– -$15K -311 Closed
MIM
262
Macroview Investment Management
Maryland
– -$9K -187 Closed
JCM
263
Jacobi Capital Management
Pennsylvania
– -$1K -25 Closed
MAM
264
Meeder Asset Management
Ohio
– -$1K -25 Closed
7 8 9 10
11

HZO Hedge Fund Activity: Q4 2021 in Review

234 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in MarineMax (HZO) for Q4 2021, worth a combined $1.26B — up 21% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new HZO positions and 30 closed out — a net gain of 13 holders — while 67 added to existing stakes and 83 trimmed.

The largest buyer was Portolan Capital Management, opening a new position worth an estimated $12.4M. The largest seller was Bank of Montreal, cutting an estimated $16M.

  • 234 institutional investors held MarineMax (HZO) as of Q4 2021, up from 222 in Q3 2021.
  • Funds reported $1.26B of MarineMax stock for Q4 2021, up 21% quarter-over-quarter.
  • 43 funds opened new MarineMax positions in Q4 2021 and 30 closed out, a net change of +13 holders.
  • The largest MarineMax buyer in Q4 2021 was Portolan Capital Management, an estimated $12.4M added.
  • The largest MarineMax seller in Q4 2021 was Bank of Montreal, an estimated $16M sold.

Based on aggregated 13F filings for Q4 2021.