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MarineMax

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: 167163 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
51
Fisher Asset Management
Washington
$1.39M -$208K -5,987 -12%
Prudential Financial
52
Prudential Financial
New Jersey
$1.31M -$322K -9,250 -19%
PP
53
PDT Partners
New York
$1.24M +$327K +9,409 +33%
CS
54
Credit Suisse
Switzerland
$1.21M +$34K +977 +3%
Bank of America
55
Bank of America
North Carolina
$1.2M +$760K +21,869 +148%
Squarepoint
56
Squarepoint
New York
$1.12M +$1.19M +34,195 New
JF
57
Jump Financial
Illinois
$1.1M +$588K +16,907 +102%
JP Morgan Chase
58
JP Morgan Chase
New York
$1.05M -$2.33M -67,015 -68%
D.E. Shaw & Co
59
D.E. Shaw & Co
New York
$1.04M +$95.4K +2,745 +10%
HF
60
HRT Financial
New York
$1.03M +$1.09M +31,346 New
Wells Fargo
61
Wells Fargo
California
$974K -$251K -7,207 -20%
SC
62
Shellback Capital
Massachusetts
$876K
RJFSA
63
Raymond James Financial Services Advisors
Florida
$861K +$647K +18,614 +245%
CM
64
Crestline Management
Texas
$821K +$869K +25,000 New
Public Sector Pension Investment Board (PSP Investments)
65
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$809K -$492K -14,150 -36%
Canada Life
66
Canada Life
Manitoba, Canada
$788K -$4.38K -126 -0.5%
QC
67
Quadrature Capital
United Kingdom
$784K -$282K -8,118 -25%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$757K -$114K -3,288 -12%
AllianceBernstein
69
AllianceBernstein
Tennessee
$692K +$82.8K +2,380 +13%
KCM
70
Kendall Capital Management
Maryland
$666K -$34.6K -995 -5%
TWM
71
TriaGen Wealth Management
California
$640K -$6.95K -200 -1%
SIM
72
SummerHaven Investment Management
Connecticut
$624K +$104K +2,990 +19%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$599K -$2.7M -77,545 -81%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$578K +$140K +4,022 +30%
TPSF
75
Texas Permanent School Fund
Texas
$556K -$80.3K -2,310 -12%

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.