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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$12.4M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$9.29M |
| 3 |
Millennium Management
New York
|
+$9.06M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.47M |
| 5 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$5.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$16M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$7.97M |
| 3 |
SAM
Silvercrest Asset Management
New York
|
-$5.83M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$4.43M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$4.25M |
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.