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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
Public Sector Pension Investment Board (PSP Investments)
51
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$961K +$30.2K +2,000 +3%
Citadel Advisors
52
Citadel Advisors
Florida
$951K -$260K -17,240 -23%
JP Morgan Chase
53
JP Morgan Chase
New York
$931K -$124K -8,190 -12%
Charles Schwab
54
Charles Schwab
California
$909K +$27.2K +1,800 +3%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$859K +$25.6K +1,700 +3%
Prudential Financial
56
Prudential Financial
New Jersey
$855K +$3.02K +200 +0.4%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$778K -$33.9K -2,250 -4%
TC
58
TFS Capital
Pennsylvania
$700K +$657K +43,543 New
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$678K +$3.02K +200 +0.5%
MCM
60
Munder Capital Management
Michigan
$660K +$619K +41,030 New
BCM
61
Bridgeway Capital Management
Texas
$651K – – –
1GA
62
1st Global Advisors
Texas
$618K +$31.2K +2,065 +6%
P
63
Pitcairn
Pennsylvania
$612K +$26.3K +1,741 +5%
RFC
64
Russell Frank Company
Washington
$596K +$381K +25,262 +176%
First Trust Advisors
65
First Trust Advisors
Illinois
$588K +$552K +36,562 New
TA
66
Teachers Advisors
New York
$548K – – –
Bank of America
67
Bank of America
North Carolina
$533K +$277K +18,330 +124%
BMCMI
68
Bryn Mawr Capital Management Inc
Pennsylvania
$462K -$2.4K -159 -0.6%
GIP
69
Granite Investment Partners
California
$452K +$424K +28,083 New
TPSF
70
Texas Permanent School Fund
Texas
$416K +$2.32K +154 +0.6%
Comerica Bank
71
Comerica Bank
Texas
$405K -$24.9K -1,649 -6%
State of Tennessee, Department of Treasury
72
State of Tennessee, Department of Treasury
Tennessee
$405K – – –
NFA
73
Nationwide Fund Advisors
Ohio
$402K -$11K -732 -3%
BGIM
74
Brandywine Global Investment Management
Pennsylvania
$357K -$112K -7,400 -25%
CAM
75
Capstone Asset Management
Texas
$351K +$24K +1,590 +8%
1 2
3
4 5

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.