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MarineMax

127 hedge funds and large institutions have $405M invested in MarineMax in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 53 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

16% more capital invested

Capital invested by funds: $349M → $405M (+$56.6M)

4.19% more ownership

Funds ownership: 93.47%97.66% (+4.2%)

3% more funds holding

Funds holding: 123127 (+4)

21% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 53

Holders
127
Holders Change
+4
Holders Change %
+3.25%
% of All Funds
3.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
42
Reduced
53
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HRCM
26
Hood River Capital Management
Florida
$5.82M +$5.48M +347,645 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$5.54M -$141K -8,954 -3%
PIM
28
Perkins Investment Management
Illinois
$5.08M -$8.5M -538,878 -64%
Northern Trust
29
Northern Trust
Illinois
$4.87M -$570K -36,141 -11%
IMOV
30
Investment Management of Virginia
Virginia
$3.16M -$22.5K -1,424 -0.7%
RHJA
31
Rice Hall James & Associates
California
$3.15M +$2.96M +187,906 New
Principal Financial Group
32
Principal Financial Group
Iowa
$2.53M +$30K +1,900 +1%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$2.44M +$234K +14,828 +11%
MSA
34
Mason Street Advisors
Wisconsin
$2.08M -$342K -21,685 -15%
PCM
35
Penn Capital Management
Pennsylvania
$2.02M +$1.91M +120,935 New
Wellington Management Group
36
Wellington Management Group
Massachusetts
$2.02M +$1.59M +100,895 +509%
MPAM
37
Monarch Partners Asset Management
Massachusetts
$1.99M +$95.8K +6,075 +5%
USAA
38
United Services Automobile Association
Texas
$1.94M
NC
39
NBW Capital
Massachusetts
$1.88M +$387K +24,499 +28%
TCIM
40
TIAA CREF Investment Management
New York
$1.85M +$189K +11,959 +12%
GIP
41
Granite Investment Partners
California
$1.8M +$961K +60,887 +131%
Ameriprise
42
Ameriprise
Minnesota
$1.78M +$78.9K +5,004 +5%
RFC
43
Russell Frank Company
Washington
$1.78M +$875K +55,461 +109%
GC
44
Guggenheim Capital
Illinois
$1.71M -$200K -12,667 -11%
First Trust Advisors
45
First Trust Advisors
Illinois
$1.62M -$966K -61,238 -39%
BIM
46
BlackRock Investment Management
Delaware
$1.6M -$34.6K -2,196 -2%
New York State Teachers Retirement System (NYSTRS)
47
New York State Teachers Retirement System (NYSTRS)
New York
$1.57M -$31.6K -2,000 -2%
SB
48
Suntrust Banks
Georgia
$1.56M +$320K +20,302 +28%
PPA
49
Parametric Portfolio Associates
Washington
$1.38M -$106K -6,689 -8%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$1.36M -$789 -50 -0.1%