We are live on ! Find out more
HZO icon

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
Group One Trading
76
Group One Trading
Illinois
$552K +$475K +16,147 New
SIM
77
SummerHaven Investment Management
Connecticut
$547K -$131K -4,448 -22%
FRM
78
Fox Run Management
Connecticut
$534K +$460K +15,623 New
UBS AM
79
UBS AM
Illinois
$523K – – –
OQS
80
Occudo Quantitative Strategies
Florida
$517K +$446K +15,147 New
GC
81
Guggenheim Capital
Illinois
$514K +$443K +15,040 New
LCM
82
Landscape Capital Management
New Jersey
$511K – – –
AIA
83
Affinity Investment Advisors
California
$507K -$83.3K -2,829 -16%
Bank of America
84
Bank of America
North Carolina
$505K -$957K -32,503 -69%
SOADOR
85
State of Alaska Department of Revenue
Alaska
$491K -$17.2K -585 -4%
NYLIM
86
New York Life Investment Management
New York
$490K -$69.8K -2,370 -14%
Janus Henderson Group
87
Janus Henderson Group
United Kingdom
$489K +$47.9K +1,628 +13%
TA
88
Teton Advisors
New York
$478K – – –
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$464K +$3.03K +103 +0.8%
Rafferty Asset Management
90
Rafferty Asset Management
New York
$463K +$3.68K +125 +0.9%
PAM
91
Panagora Asset Management
Massachusetts
$461K +$82.7K +2,810 +26%
State of Wisconsin Investment Board
92
State of Wisconsin Investment Board
Wisconsin
$435K +$46.9K +1,592 +14%
Los Angeles Capital Management
93
Los Angeles Capital Management
California
$402K +$11.8K +400 +4%
YCM
94
Yousif Capital Management
Michigan
$398K -$20.1K -684 -6%
AIG
95
American International Group
New York
$393K -$6.98K -237 -2%
LSERS
96
Louisiana State Employees Retirement System
Louisiana
$393K +$38.3K +1,300 +13%
MIM
97
MetLife Investment Management
New Jersey
$382K – – –
BC
98
Burney Company
Virginia
$366K -$138K -4,678 -30%
CCIA
99
Campbell & Co Investment Adviser
Maryland
$363K -$72.1K -2,451 -19%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
100
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$359K +$309K +10,500 New
2 3
4
5 6

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.