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MarineMax
HZO

167 hedge funds and large institutions have $662M invested in MarineMax in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $589M → $662M (+$73.1M)

1% less funds holding

Funds holding: 168 → 167 (-1)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

5.08% less ownership

Funds ownership: 93.79% → 88.71% (-5.1%)

40% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 68

68% less call options, than puts

Call options by funds: $30.5M | Put options by funds: $95.3M

Holders
167
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
41
Reduced
68
Closed
27
Calls
$30.5M
Puts
$95.3M
Net Calls
-$64.8M
Net Calls Change
+$47.3M

Top Buyers

Rank Fund Capital Flow
1
LCS
Levin Capital Strategies
New York
+$17.2M
2
Millennium Management
Millennium Management
New York
+$16.1M
3
RA
Royce & Associates
New York
+$2.28M
4
BBCM
Broad Bay Capital Management
New York
+$2.24M
5
EF
Empowered Funds
Pennsylvania
+$2.03M

Top Sellers

Rank Fund Capital Flow
1
GC
GMT Capital
Georgia
-$10.4M
2
ACM
Ararat Capital Management
Connecticut
-$8.69M
3
JP Morgan Chase
JP Morgan Chase
New York
-$7.7M
4
VC
Voss Capital
Texas
-$7.55M
5
BlackRock
BlackRock
New York
-$6.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$4.47M -$173K -5,889 -4%
Voloridge Investment Management
27
Voloridge Investment Management
Florida
$4.11M -$1.82M -61,686 -34%
Ameriprise
28
Ameriprise
Minnesota
$4.07M -$115K -3,910 -3%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$3.56M +$341K +11,596 +13%
JP Morgan Chase
30
JP Morgan Chase
New York
$3.38M -$7.7M -261,608 -73%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$3.27M -$2.15M -73,199 -43%
CEI
32
Clark Estates Inc
New York
$2.71M – – –
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$2.68M +$1.46M +49,610 +172%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$2.59M -$19.5K -661 -0.9%
JGC
35
J. Goldman & Co
New York
$2.55M -$6.28M -213,441 -74%
PGCM
36
Prescott Group Capital Management
Oklahoma
$2.54M -$1.47M -50,000 -40%
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$2.37M +$799K +27,145 +64%
EST
38
EA Series Trust
Pennsylvania
$2.36M +$2.03M +69,063 New
EF
39
Empowered Funds
Pennsylvania
$2.36M +$2.03M +69,063 New
Stifel Financial
40
Stifel Financial
Missouri
$2.24M -$63K -2,140 -3%
Victory Capital Management
41
Victory Capital Management
Texas
$2.13M -$313K -10,629 -15%
Legal & General Group
42
Legal & General Group
United Kingdom
$1.97M +$160K +5,436 +10%
BGIM
43
Brandywine Global Investment Management
Pennsylvania
$1.96M +$1.69M +57,280 New
Assenagon Asset Management
44
Assenagon Asset Management
Luxembourg
$1.92M -$886K -30,097 -35%
HSA
45
Hussman Strategic Advisors
Maryland
$1.78M – – –
RC
46
RBF Capital
California
$1.71M +$648K +21,999 +79%
Prudential Financial
47
Prudential Financial
New Jersey
$1.68M +$169K +5,729 +13%
Fisher Asset Management
48
Fisher Asset Management
Washington
$1.66M – – –
New York State Teachers Retirement System (NYSTRS)
49
New York State Teachers Retirement System (NYSTRS)
New York
$1.64M -$5.89K -200 -0.4%
Swiss National Bank
50
Swiss National Bank
Switzerland
$1.63M +$20.6K +700 +1%
1
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HZO Hedge Fund Activity: Q2 2023 in Review

167 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in MarineMax (HZO) for Q2 2023, worth a combined $662M — up 12% from $589M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of HZO and 26 opened new positions — a net loss of 1 holder — while 68 trimmed existing stakes and 41 added.

The largest buyer was Levin Capital Strategies, adding an estimated $17.2M. The largest seller was GMT Capital, exiting entirely with an estimated $10.4M sold.

  • 167 institutional investors held MarineMax (HZO) as of Q2 2023, down from 168 in Q1 2023.
  • Funds reported $662M of MarineMax stock for Q2 2023, up 12% quarter-over-quarter.
  • 26 funds opened new MarineMax positions in Q2 2023 and 27 closed out, a net change of -1 holder.
  • The largest MarineMax buyer in Q2 2023 was Levin Capital Strategies, an estimated $17.2M added.
  • The largest MarineMax seller in Q2 2023 was GMT Capital, an estimated $10.4M sold.

Based on aggregated 13F filings for Q2 2023.