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MarineMax
HZO

122 hedge funds and large institutions have $361M invested in MarineMax in 2013 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

140% more call options, than puts

Call options by funds: $161K | Put options by funds: $67K

34% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 35

31% more capital invested

Capital invested by funds: $275M → $361M (+$85.8M)

17% more funds holding

Funds holding: 104 → 122 (+18)

1.56% less ownership

Funds ownership: 93.04% → 91.48% (-1.6%)

Holders
122
Holders Change
+18
Holders Change %
+17.31%
% of All Funds
3.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
47
Reduced
35
Closed
6
Calls
$161K
Puts
$67K
Net Calls
+$94K
Net Calls Change
+$93K

Top Buyers

Rank Fund Capital Flow
1
MHP
Manatuck Hill Partners
Connecticut
+$6.99M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$5.49M
3
DCM
Driehaus Capital Management
Illinois
+$3.62M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$3.02M
5
TCM
Tygh Capital Management
Oregon
+$2.76M

Top Sellers

Rank Fund Capital Flow
1
PIM
Perkins Investment Management
Illinois
-$9.77M
2
IAM
Impala Asset Management
Florida
-$5.05M
3
SCM
Schneider Capital Management
Pennsylvania
-$3.85M
4
PCM
PAR Capital Management
Massachusetts
-$3.75M
5
ClearBridge Investments
ClearBridge Investments
New York
-$3.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
26
Guggenheim Capital
Illinois
$2.51M +$594K +39,351 +34%
Principal Financial Group
27
Principal Financial Group
Iowa
$2.47M +$312K +20,698 +16%
MSA
28
Mason Street Advisors
Wisconsin
$2.43M +$2.22M +147,340 +4,132%
USAA
29
United Services Automobile Association
Texas
$1.79M – – –
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$1.74M +$492K +32,622 +43%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$1.73M +$163K +10,781 +11%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$1.65M +$697K +46,200 +85%
Ameriprise
33
Ameriprise
Minnesota
$1.6M +$61.3K +4,065 +4%
TCIM
34
TIAA CREF Investment Management
New York
$1.58M -$36.8K -2,440 -2%
New York State Teachers Retirement System (NYSTRS)
35
New York State Teachers Retirement System (NYSTRS)
New York
$1.57M -$72.4K -4,800 -5%
PPA
36
Parametric Portfolio Associates
Washington
$1.49M -$2.43K -161 -0.2%
BIM
37
BlackRock Investment Management
Delaware
$1.48M -$42.3K -2,806 -3%
Morgan Stanley
38
Morgan Stanley
New York
$1.44M +$654K +43,367 +94%
Two Sigma Investments
39
Two Sigma Investments
New York
$1.36M +$977K +64,762 +323%
ECM
40
ETrade Capital Management
Virginia
$1.35M +$215K +14,227 +20%
EI
41
EAM Investors
California
$1.32M +$1.24M +81,875 New
Renaissance Technologies
42
Renaissance Technologies
New York
$1.22M +$425K +28,200 +59%
CCM
43
Cadence Capital Management
Massachusetts
$1.16M +$1.09M +72,370 New
SB
44
Suntrust Banks
Georgia
$1.14M +$12.1K +799 +1%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$1.13M +$167K +11,077 +19%
CS
46
Credit Suisse
Switzerland
$1.07M +$472K +31,315 +88%
Goldman Sachs
47
Goldman Sachs
New York
$1.06M +$771K +51,119 +342%
Invesco
48
Invesco
Georgia
$1.05M +$93K +6,167 +10%
Millennium Management
49
Millennium Management
New York
$1.02M +$954K +63,225 New
Two Sigma Advisers
50
Two Sigma Advisers
New York
$983K +$560K +37,100 +155%
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HZO Hedge Fund Activity: Q4 2013 in Review

122 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in MarineMax (HZO) for Q4 2013, worth a combined $361M — up 31% from $275M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HZO positions and 6 closed out — a net gain of 18 holders — while 47 added to existing stakes and 35 trimmed.

The largest buyer was Manatuck Hill Partners, adding an estimated $6.99M. The largest seller was Perkins Investment Management, cutting an estimated $9.77M.

  • 122 institutional investors held MarineMax (HZO) as of Q4 2013, up from 104 in Q3 2013.
  • Funds reported $361M of MarineMax stock for Q4 2013, up 31% quarter-over-quarter.
  • 24 funds opened new MarineMax positions in Q4 2013 and 6 closed out, a net change of +18 holders.
  • The largest MarineMax buyer in Q4 2013 was Manatuck Hill Partners, an estimated $6.99M added.
  • The largest MarineMax seller in Q4 2013 was Perkins Investment Management, an estimated $9.77M sold.

Based on aggregated 13F filings for Q4 2013.