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MarineMax
HZO

163 hedge funds and large institutions have $616M invested in MarineMax in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 167 → 163 (-4)

3.09% less ownership

Funds ownership: 88.71% → 85.62% (-3.1%)

7% less capital invested

Capital invested by funds: $662M → $616M (-$46.4M)

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

34% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 70

80% less call options, than puts

Call options by funds: $11.2M | Put options by funds: $55.9M

Holders
163
Holders Change
-4
Holders Change %
-2.4%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
46
Reduced
70
Closed
18
Calls
$11.2M
Puts
$55.9M
Net Calls
-$44.7M
Net Calls Change
+$20.1M

Top Buyers

Rank Fund Capital Flow
1
JGC
J. Goldman & Co
New York
+$6.45M
2
IP
Interval Partners
New York
+$5.6M
3
LCS
Levin Capital Strategies
New York
+$3.96M
4
Barclays
Barclays
United Kingdom
+$3.05M
5
Renaissance Technologies
Renaissance Technologies
New York
+$2.32M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$10.8M
2
BBCM
Broad Bay Capital Management
New York
-$7.82M
3
Millennium Management
Millennium Management
New York
-$4.76M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$3.74M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$3.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
26
Royce & Associates
New York
$4.79M -$277K -7,970 -5%
DZ Bank
27
DZ Bank
Germany
$4.57M -$243K -6,975 -5%
Principal Financial Group
28
Principal Financial Group
Iowa
$3.88M -$445K -12,794 -10%
BNP Paribas Financial Markets
29
BNP Paribas Financial Markets
France
$3.86M +$1.68M +48,210 +70%
Barclays
30
Barclays
United Kingdom
$3.62M +$3.05M +87,722 +386%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$3.41M -$8.97K -258 -0.2%
Ameriprise
32
Ameriprise
Minnesota
$3.2M -$751K -21,588 -18%
Voloridge Investment Management
33
Voloridge Investment Management
Florida
$2.89M -$1.12M -32,281 -27%
EF
34
Empowered Funds
Pennsylvania
$2.47M +$214K +6,162 +9%
PGCM
35
Prescott Group Capital Management
Oklahoma
$2.44M – – –
Assenagon Asset Management
36
Assenagon Asset Management
Luxembourg
$2.42M +$611K +17,579 +31%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$2.42M -$78.7K -2,263 -3%
Renaissance Technologies
38
Renaissance Technologies
New York
$2.19M +$2.32M +66,714 New
BGIM
39
Brandywine Global Investment Management
Pennsylvania
$2.18M +$319K +9,184 +16%
Stifel Financial
40
Stifel Financial
Missouri
$2.15M – – –
Victory Capital Management
41
Victory Capital Management
Texas
$2.04M -$4.69K -135 -0.2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
42
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.85M +$1.6M +46,000 +438%
Tudor Investment Corp
43
Tudor Investment Corp
Connecticut
$1.8M +$1.91M +54,941 New
Legal & General Group
44
Legal & General Group
United Kingdom
$1.8M -$91.2K -2,623 -5%
HSA
45
Hussman Strategic Advisors
Maryland
$1.71M – – –
Jane Street
46
Jane Street
New York
$1.68M +$341K +9,805 +24%
Swiss National Bank
47
Swiss National Bank
Switzerland
$1.5M -$66.1K -1,900 -4%
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$1.45M -$138K -3,955 -8%
RC
49
RBF Capital
California
$1.43M -$219K -6,300 -13%
IECM
50
Intrinsic Edge Capital Management
Illinois
$1.42M +$1.51M +43,383 New
1
2
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HZO Hedge Fund Activity: Q3 2023 in Review

163 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in MarineMax (HZO) for Q3 2023, worth a combined $616M — down 7% from $662M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of HZO and 15 opened new positions — a net loss of 3 holders — while 70 trimmed existing stakes and 46 added.

The largest buyer was J. Goldman & Co, adding an estimated $6.45M. The largest seller was BlackRock, cutting an estimated $10.8M.

  • 163 institutional investors held MarineMax (HZO) as of Q3 2023, down from 167 in Q2 2023.
  • Funds reported $616M of MarineMax stock for Q3 2023, down 7% quarter-over-quarter.
  • 15 funds opened new MarineMax positions in Q3 2023 and 18 closed out, a net change of -3 holders.
  • The largest MarineMax buyer in Q3 2023 was J. Goldman & Co, an estimated $6.45M added.
  • The largest MarineMax seller in Q3 2023 was BlackRock, an estimated $10.8M sold.

Based on aggregated 13F filings for Q3 2023.