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MarineMax

131 hedge funds and large institutions have $484M invested in MarineMax in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 52 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

12% more call options, than puts

Call options by funds: $580K | Put options by funds: $516K

7.14% more ownership

Funds ownership: 96.26%103.39% (+7.1%)

6% more capital invested

Capital invested by funds: $454M → $484M (+$29.2M)

5% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 55

6% less funds holding

Funds holding: 140131 (-9)

50% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 18

Holders
131
Holders Change
-9
Holders Change %
-6.43%
% of All Funds
3.49%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
9
Increased
52
Reduced
55
Closed
18
Calls
$580K
Puts
$516K
Net Calls
+$64K
Net Calls Change
+$252K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
51
Wells Fargo
California
$1.45M -$25.6K -1,490 -2%
Victory Capital Management
52
Victory Capital Management
Texas
$1.43M +$6.1K +355 +0.5%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$1.38M
Deutsche Bank
54
Deutsche Bank
Germany
$1.27M -$186K -10,841 -14%
GC
55
Guggenheim Capital
Illinois
$1.17M -$424K -24,680 -29%
Prudential Financial
56
Prudential Financial
New Jersey
$1.13M -$15.5K -900 -2%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$1.05M +$116K +6,736 +14%
Bank of America
58
Bank of America
North Carolina
$1.04M +$673K +39,172 +278%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$952K +$33.2K +1,935 +4%
Invesco
60
Invesco
Georgia
$939K -$20.1K -1,169 -2%
FG
61
Formula Growth
Quebec, Canada
$909K +$155K +9,039 +24%
PPA
62
Parametric Portfolio Associates
Washington
$908K +$156K +9,074 +24%
Goldman Sachs
63
Goldman Sachs
New York
$836K +$188K +10,937 +34%
TA
64
Teachers Advisors
New York
$819K
CS
65
Credit Suisse
Switzerland
$756K +$113K +6,561 +20%
Swiss National Bank
66
Swiss National Bank
Switzerland
$724K +$134K +7,800 +25%
MERSOM
67
Municipal Employees' Retirement System of Michigan
Michigan
$717K -$33.8K -1,970 -5%
SCM
68
SG Capital Management
Illinois
$706K +$623K +36,272 New
FA
69
Friess Associates
Delaware
$613K +$541K +31,500 New
1GA
70
1st Global Advisors
Texas
$567K -$60.6K -3,528 -11%
P
71
Pitcairn
Pennsylvania
$464K -$177K -10,315 -30%
BG
72
BlackRock Group
United Kingdom
$464K -$107K -6,228 -21%
NFA
73
Nationwide Fund Advisors
Ohio
$458K -$2.1K -122 -0.5%
Comerica Bank
74
Comerica Bank
Texas
$435K -$20.7K -1,203 -5%
CAM
75
ClariVest Asset Management
California
$416K +$3.44K +200 +0.9%

HZO Hedge Fund Activity: Q1 2016 in Review

131 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in MarineMax (HZO) for Q1 2016, worth a combined $484M — up 6.4% from $454M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of HZO and 9 opened new positions — a net loss of 9 holders — while 55 trimmed existing stakes and 52 added.

The largest buyer was G2 Investment Partners Management, opening a new position worth an estimated $6.38M. The largest seller was Tygh Capital Management, exiting entirely with an estimated $4.77M sold.

  • 131 institutional investors held MarineMax (HZO) as of Q1 2016, down from 140 in Q4 2015.
  • Funds reported $484M of MarineMax stock for Q1 2016, up 6.4% quarter-over-quarter.
  • 9 funds opened new MarineMax positions in Q1 2016 and 18 closed out, a net change of -9 holders.
  • The largest MarineMax buyer in Q1 2016 was G2 Investment Partners Management, an estimated $6.38M added.
  • The largest MarineMax seller in Q1 2016 was Tygh Capital Management, an estimated $4.77M sold.

Based on aggregated 13F filings for Q1 2016.