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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
LPL Financial
76
LPL Financial
California
$546K -$9.28K -267 -2%
Balyasny Asset Management
77
Balyasny Asset Management
Illinois
$541K -$128K -3,681 -18%
UBS AM
78
UBS AM
Illinois
$532K -$68.7K -1,976 -11%
GCP
79
GSA Capital Partners
United Kingdom
$498K +$527K +15,166 New
Janus Henderson Group
80
Janus Henderson Group
United Kingdom
$497K +$28.8K +828 +6%
FRM
81
Fox Run Management
Connecticut
$485K -$29K -834 -5%
GC
82
Guggenheim Capital
Illinois
$478K -$16.4K -473 -3%
TA
83
Teton Advisors
New York
$459K – – –
COPPSERS
84
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$437K -$395K -11,374 -46%
IMRF
85
Illinois Municipal Retirement Fund
Illinois
$434K +$460K +13,219 New
SG Americas Securities
86
SG Americas Securities
New York
$410K +$214K +6,151 +97%
SOADOR
87
State of Alaska Department of Revenue
Alaska
$407K -$68.2K -1,962 -14%
NYLIM
88
New York Life Investment Management
New York
$406K -$68.5K -1,970 -14%
PAM
89
Panagora Asset Management
Massachusetts
$403K -$42.3K -1,217 -9%
LCM
90
Landscape Capital Management
New Jersey
$392K -$105K -3,015 -20%
Los Angeles Capital Management
91
Los Angeles Capital Management
California
$386K – – –
AIG
92
American International Group
New York
$383K +$5.25K +151 +1%
AIA
93
Affinity Investment Advisors
California
$381K -$113K -3,240 -22%
AQR Capital Management
94
AQR Capital Management
Connecticut
$374K -$541K -15,561 -58%
MIM
95
MetLife Investment Management
New Jersey
$367K – – –
Citigroup
96
Citigroup
New York
$349K -$212K -6,088 -36%
Deutsche Bank
97
Deutsche Bank
Germany
$342K +$29.1K +838 +9%
LSERS
98
Louisiana State Employees Retirement System
Louisiana
$331K -$48.7K -1,400 -12%
YCM
99
Yousif Capital Management
Michigan
$327K -$58.4K -1,680 -14%
Ensign Peak Advisors
100
Ensign Peak Advisors
Utah
$309K -$19.9K -573 -6%
2 3
4
5 6

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.